V WEALTH ADVISORS LLC
CRD #153278 SEC #801-71232 OVERLAND PARK, KS 913 827-4600
SEC Registered Disclosures
Total AUM
$1.5B
Discretionary
$1.4B
Employees
70
Clients
--
Accounts
4,746
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2023 | $1.5B | $1.4B | $75M | 69 | 0 |
| Jul 2023 | $1.5B | $1.4B | $75M | 70 | 0 |
| Apr 2023 | $1.5B | $1.4B | $75M | 76 | 0 |
| Mar 2023 | $1.5B | $1.4B | $75M | 75 | 0 |
| Feb 2023 | $1.8B | $1.8B | $0 | 74 | 84 |
| Dec 2022 | $1.8B | $1.8B | $0 | 73 | 84 |
| Dec 2022 | $1.8B | $1.8B | $0 | 76 | 84 |
| Oct 2022 | $1.8B | $1.8B | $0 | 76 | 84 |
| Aug 2022 | $1.8B | $1.8B | $0 | 76 | 84 |
| Jul 2022 | $1.8B | $1.8B | $0 | 76 | 84 |
| Jul 2022 | $1.8B | $1.8B | $0 | 76 | 84 |
| Jun 2022 | $1.8B | $1.8B | $0 | 76 | 84 |
| May 2022 | $1.8B | $1.8B | $0 | 74 | 84 |
| May 2022 | $1.8B | $1.8B | $0 | 74 | 84 |
| Apr 2022 | $1.8B | $1.8B | $0 | 73 | 84 |
| Mar 2022 | $1.8B | $1.8B | $0 | 73 | 84 |
| Feb 2022 | $1.5B | $1.5B | $0 | 73 | 0 |
| Nov 2021 | $1.5B | $1.5B | $0 | 74 | 0 |
| Oct 2021 | $1.5B | $1.5B | $0 | 75 | 0 |
| Oct 2021 | $1.5B | $1.5B | $0 | 81 | 0 |
| Oct 2021 | $1.5B | $1.5B | $0 | 80 | 0 |
| Sep 2021 | $1.5B | $1.5B | $0 | 80 | 0 |
| Sep 2021 | $1.5B | $1.5B | $0 | 80 | 0 |
| Aug 2021 | $1.5B | $1.5B | $0 | 80 | 0 |
| Jul 2021 | $1.5B | $1.5B | $0 | 79 | 0 |
| Jul 2021 | $1.5B | $1.5B | $0 | 72 | 0 |
| Jun 2021 | $1.5B | $1.5B | $0 | 71 | 0 |
| Jun 2021 | $1.5B | $1.5B | $0 | 71 | 0 |
| Jun 2021 | $1.5B | $1.5B | $0 | 71 | 0 |
| Jun 2021 | $1.5B | $1.5B | $0 | 70 | 0 |
| Apr 2021 | $1.5B | $1.5B | $0 | 70 | 0 |
| Apr 2021 | $1.5B | $1.5B | $0 | 50 | 0 |
| Mar 2021 | $1.5B | $1.5B | $0 | 49 | 0 |
| Mar 2021 | $1.3B | $1.3B | $0 | 49 | 0 |
| Jan 2021 | $1.3B | $1.3B | $0 | 50 | 0 |
| Jan 2021 | $1.3B | $1.3B | $0 | 51 | 0 |
| Dec 2020 | $1.3B | $1.3B | $0 | 51 | 0 |
| Nov 2020 | $1.3B | $1.3B | $0 | 51 | 0 |
| Nov 2020 | $1.3B | $1.3B | $0 | 50 | 0 |
| Oct 2020 | $1.3B | $1.3B | $0 | 50 | 0 |
| Oct 2020 | $1.3B | $1.3B | $0 | 50 | 0 |
| Sep 2020 | $1.3B | $1.3B | $0 | 56 | 0 |
| Sep 2020 | $1.3B | $1.3B | $0 | 55 | 0 |
| Sep 2020 | $1.3B | $1.3B | $0 | 55 | 0 |
| Aug 2020 | $1.3B | $1.3B | $0 | 56 | 0 |
| Aug 2020 | $1.3B | $1.3B | $0 | 56 | 0 |
| Jul 2020 | $1.3B | $1.3B | $0 | 56 | 0 |
| May 2020 | $1.3B | $1.3B | $0 | 60 | 0 |
| Mar 2020 | $1.3B | $1.3B | $0 | 60 | 0 |
| Feb 2020 | $1.3B | $1.3B | $0 | 59 | 0 |
| Feb 2020 | $836.4M | $836.4M | $0 | 59 | 36 |
| Jan 2020 | $836.4M | $836.4M | $0 | 59 | 36 |
| Dec 2019 | $836.4M | $836.4M | $0 | 59 | 36 |
| Dec 2019 | $836.4M | $836.4M | $0 | 58 | 36 |
| Dec 2019 | $836.4M | $836.4M | $0 | 57 | 36 |
| Nov 2019 | $836.4M | $836.4M | $0 | 57 | 36 |
| Sep 2019 | $836.4M | $836.4M | $0 | 57 | 36 |
| Jul 2019 | $836.4M | $836.4M | $0 | 57 | 36 |
| Jul 2019 | $836.4M | $836.4M | $0 | 57 | 36 |
| Jun 2019 | $836.4M | $836.4M | $0 | 57 | 36 |
| Mar 2019 | $836.4M | $836.4M | $0 | 57 | 36 |
| Jan 2019 | $997.7M | $997.7M | $0 | 55 | 36 |
| Sep 2018 | $997.7M | $997.7M | $0 | 55 | 36 |
| Aug 2018 | $997.7M | $997.7M | $0 | 55 | 36 |
| Jun 2018 | $997.7M | $997.7M | $0 | 55 | 36 |
| Jun 2018 | $997.7M | $997.7M | $0 | 55 | 36 |
| Jun 2018 | $997.7M | $997.7M | $0 | 55 | 36 |
| Jun 2018 | $997.7M | $997.7M | $0 | 55 | 36 |
| May 2018 | $997.7M | $997.7M | $0 | 55 | 36 |
| Mar 2018 | $997.7M | $997.7M | $0 | 55 | 36 |
| Jan 2018 | $626.3M | $626.3M | $0 | 55 | 50 |
| Dec 2017 | $626.3M | $626.3M | $0 | 55 | 50 |
| Jul 2017 | $626.3M | $626.3M | $0 | 55 | 4,001 |
| Jun 2017 | $626.3M | $626.3M | $0 | 55 | 4,001 |
| May 2017 | $626.3M | $626.3M | $0 | 55 | 4,001 |
| Apr 2017 | $626.3M | $626.3M | $0 | 55 | 4,001 |
| Mar 2017 | $626.3M | $626.3M | $0 | 55 | 4,001 |
| Feb 2017 | $626.3M | $626.3M | $0 | 55 | 4,001 |
| Feb 2017 | $626.3M | $626.3M | $0 | 55 | 4,001 |
| Feb 2017 | $751.3M | $751.3M | $0 | 55 | 4,001 |
| Jan 2017 | $751.3M | $751.3M | $0 | 55 | 4,001 |
| Jan 2017 | $751.3M | $751.3M | $0 | 55 | 4,001 |
| Dec 2016 | $751.3M | $751.3M | $0 | 55 | 4,001 |
| Sep 2016 | $751.3M | $751.3M | $0 | 55 | 4,001 |
| Aug 2016 | $751.3M | $751.3M | $0 | 55 | 4,001 |
| Aug 2016 | $751.3M | $751.3M | $0 | 55 | 4,001 |
| May 2016 | $751.3M | $751.3M | $0 | 55 | 4,001 |
| May 2016 | $751.3M | $751.3M | $0 | 55 | 4,001 |
| May 2016 | $751.3M | $751.3M | $0 | 55 | 4,001 |
| Apr 2016 | $751.3M | $751.3M | $0 | 55 | 4,001 |
| Mar 2016 | $751.3M | $751.3M | $0 | 55 | 4,001 |
| Feb 2016 | $782.2M | $782.2M | $0 | 55 | 4,001 |
| Jan 2016 | $782.2M | $782.2M | $0 | 55 | 4,001 |
| Nov 2015 | $782.2M | $782.2M | $0 | 55 | 4,001 |
| Oct 2015 | $782.2M | $782.2M | $0 | 55 | 4,001 |
| Aug 2015 | $782.2M | $782.2M | $0 | 55 | 4,001 |
| Aug 2015 | $782.2M | $782.2M | $0 | 55 | 4,001 |
| Jul 2015 | $782.2M | $782.2M | $0 | 55 | 4,001 |
| Jul 2015 | $782.2M | $782.2M | $0 | 55 | 4,001 |
| May 2015 | $782.2M | $782.2M | $0 | 54 | 4,001 |
| Apr 2015 | $782.2M | $782.2M | $0 | 54 | 4,001 |
| Mar 2015 | $733.8M | $733.8M | $0 | 49 | 3,430 |
| Jan 2015 | $647M | $647M | $0 | 49 | 3,430 |
| Oct 2014 | $647M | $647M | $0 | 49 | 3,430 |
| Oct 2014 | $647M | $647M | $0 | 49 | 3,430 |
| Jun 2014 | $647M | $647M | $0 | 49 | 3,430 |
| Jun 2014 | $647M | $647M | $0 | 49 | 3,430 |
| Mar 2014 | $647M | $647M | $0 | 49 | 3,430 |
| Mar 2014 | $215.2M | $215.2M | $0 | 28 | 1,300 |
| Nov 2013 | $215.2M | $215.2M | $0 | 28 | 1,300 |
| Oct 2013 | $215.2M | $215.2M | $0 | 28 | 1,300 |
| Aug 2013 | $215.2M | $215.2M | $0 | 28 | 1,300 |
| Jul 2013 | $215.2M | $215.2M | $0 | 28 | 1,300 |
| Jun 2013 | $215.2M | $215.2M | $0 | 28 | 1,300 |
| May 2013 | $215.2M | $215.2M | $0 | 28 | 1,300 |
| May 2013 | $215.2M | $215.2M | $0 | 28 | 1,300 |
| Apr 2013 | $215.2M | $215.2M | $0 | 28 | 1,300 |
| Mar 2013 | $215.2M | $215.2M | $0 | 28 | 1,300 |
| Mar 2013 | $160.4M | $160.4M | $0 | 22 | 731 |
| Jan 2013 | $160.4M | $160.4M | $0 | 22 | 731 |
| Jan 2013 | $160.4M | $160.4M | $0 | 22 | 731 |
| Nov 2012 | $160.4M | $160.4M | $0 | 22 | 731 |
| Nov 2012 | $160.4M | $160.4M | $0 | 22 | 731 |
| Jul 2012 | $160.4M | $160.4M | $0 | 11 | 731 |
| May 2012 | $160.4M | $160.4M | $0 | 11 | 731 |
| Apr 2012 | $160.4M | $160.4M | $0 | 11 | 731 |
| Mar 2012 | $160.4M | $160.4M | $0 | 11 | 731 |
| Aug 2011 | $137M | $137M | $0 | -- | -- |
| Aug 2011 | $137M | $137M | $0 | -- | -- |
| Aug 2011 | $137M | $137M | $0 | -- | -- |
| Aug 2011 | $137M | $137M | $0 | -- | -- |
| Jul 2011 | $137M | $137M | $0 | -- | -- |
| Jul 2011 | $137M | $137M | $0 | -- | -- |
| Jun 2011 | $137M | $137M | $0 | -- | -- |
| Jun 2011 | $137M | $137M | $0 | -- | -- |
| Apr 2011 | $137M | $137M | $0 | -- | -- |
| Apr 2011 | $137M | $137M | $0 | -- | -- |
| Mar 2011 | $137M | $137M | $0 | -- | -- |
| Feb 2011 | $59.4M | $59.4M | $0 | -- | -- |
| Dec 2010 | $59.4M | $59.4M | $0 | -- | -- |
| Dec 2010 | $59.4M | $59.4M | $0 | -- | -- |
| Aug 2010 | $59.4M | $59.4M | $0 | 10 | -- |
| Mar 2010 | $0 | $0 | $0 | 10 | -- |
DateOct 2023
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$75M
Employees69
Clients0
DateJul 2023
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$75M
Employees70
Clients0
DateApr 2023
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$75M
Employees76
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$75M
Employees75
Clients0
DateFeb 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees74
Clients84
DateDec 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees73
Clients84
DateDec 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees76
Clients84
DateOct 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees76
Clients84
DateAug 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees76
Clients84
DateJul 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees76
Clients84
DateJul 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees76
Clients84
DateJun 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees76
Clients84
DateMay 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees74
Clients84
DateMay 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees74
Clients84
DateApr 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees73
Clients84
DateMar 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees73
Clients84
DateFeb 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees73
Clients0
DateNov 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees74
Clients0
DateOct 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees75
Clients0
DateOct 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees81
Clients0
DateOct 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees80
Clients0
DateSep 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees80
Clients0
DateSep 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees80
Clients0
DateAug 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees80
Clients0
DateJul 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees79
Clients0
DateJul 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees72
Clients0
DateJun 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees71
Clients0
DateJun 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees71
Clients0
DateJun 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees71
Clients0
DateJun 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees70
Clients0
DateApr 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees70
Clients0
DateApr 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees50
Clients0
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees49
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees49
Clients0
DateJan 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees50
Clients0
DateJan 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees51
Clients0
DateDec 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees51
Clients0
DateNov 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees51
Clients0
DateNov 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees50
Clients0
DateOct 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees50
Clients0
DateOct 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees50
Clients0
DateSep 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees56
Clients0
DateSep 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees55
Clients0
DateSep 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees55
Clients0
DateAug 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees56
Clients0
DateAug 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees56
Clients0
DateJul 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees56
Clients0
DateMay 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees60
Clients0
DateMar 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees60
Clients0
DateFeb 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees59
Clients0
DateFeb 2020
Total AUM$836.4M
Discretionary$836.4M
Non-Disc.$0
Employees59
Clients36
DateJan 2020
Total AUM$836.4M
Discretionary$836.4M
Non-Disc.$0
Employees59
Clients36
DateDec 2019
Total AUM$836.4M
Discretionary$836.4M
Non-Disc.$0
Employees59
Clients36
DateDec 2019
Total AUM$836.4M
Discretionary$836.4M
Non-Disc.$0
Employees58
Clients36
DateDec 2019
Total AUM$836.4M
Discretionary$836.4M
Non-Disc.$0
Employees57
Clients36
DateNov 2019
Total AUM$836.4M
Discretionary$836.4M
Non-Disc.$0
Employees57
Clients36
DateSep 2019
Total AUM$836.4M
Discretionary$836.4M
Non-Disc.$0
Employees57
Clients36
DateJul 2019
Total AUM$836.4M
Discretionary$836.4M
Non-Disc.$0
Employees57
Clients36
DateJul 2019
Total AUM$836.4M
Discretionary$836.4M
Non-Disc.$0
Employees57
Clients36
DateJun 2019
Total AUM$836.4M
Discretionary$836.4M
Non-Disc.$0
Employees57
Clients36
DateMar 2019
Total AUM$836.4M
Discretionary$836.4M
Non-Disc.$0
Employees57
Clients36
DateJan 2019
Total AUM$997.7M
Discretionary$997.7M
Non-Disc.$0
Employees55
Clients36
DateSep 2018
Total AUM$997.7M
Discretionary$997.7M
Non-Disc.$0
Employees55
Clients36
DateAug 2018
Total AUM$997.7M
Discretionary$997.7M
Non-Disc.$0
Employees55
Clients36
DateJun 2018
Total AUM$997.7M
Discretionary$997.7M
Non-Disc.$0
Employees55
Clients36
DateJun 2018
Total AUM$997.7M
Discretionary$997.7M
Non-Disc.$0
Employees55
Clients36
DateJun 2018
Total AUM$997.7M
Discretionary$997.7M
Non-Disc.$0
Employees55
Clients36
DateJun 2018
Total AUM$997.7M
Discretionary$997.7M
Non-Disc.$0
Employees55
Clients36
DateMay 2018
Total AUM$997.7M
Discretionary$997.7M
Non-Disc.$0
Employees55
Clients36
DateMar 2018
Total AUM$997.7M
Discretionary$997.7M
Non-Disc.$0
Employees55
Clients36
DateJan 2018
Total AUM$626.3M
Discretionary$626.3M
Non-Disc.$0
Employees55
Clients50
DateDec 2017
Total AUM$626.3M
Discretionary$626.3M
Non-Disc.$0
Employees55
Clients50
DateJul 2017
Total AUM$626.3M
Discretionary$626.3M
Non-Disc.$0
Employees55
Clients4,001
DateJun 2017
Total AUM$626.3M
Discretionary$626.3M
Non-Disc.$0
Employees55
Clients4,001
DateMay 2017
Total AUM$626.3M
Discretionary$626.3M
Non-Disc.$0
Employees55
Clients4,001
DateApr 2017
Total AUM$626.3M
Discretionary$626.3M
Non-Disc.$0
Employees55
Clients4,001
DateMar 2017
Total AUM$626.3M
Discretionary$626.3M
Non-Disc.$0
Employees55
Clients4,001
DateFeb 2017
Total AUM$626.3M
Discretionary$626.3M
Non-Disc.$0
Employees55
Clients4,001
DateFeb 2017
Total AUM$626.3M
Discretionary$626.3M
Non-Disc.$0
Employees55
Clients4,001
DateFeb 2017
Total AUM$751.3M
Discretionary$751.3M
Non-Disc.$0
Employees55
Clients4,001
DateJan 2017
Total AUM$751.3M
Discretionary$751.3M
Non-Disc.$0
Employees55
Clients4,001
DateJan 2017
Total AUM$751.3M
Discretionary$751.3M
Non-Disc.$0
Employees55
Clients4,001
DateDec 2016
Total AUM$751.3M
Discretionary$751.3M
Non-Disc.$0
Employees55
Clients4,001
DateSep 2016
Total AUM$751.3M
Discretionary$751.3M
Non-Disc.$0
Employees55
Clients4,001
DateAug 2016
Total AUM$751.3M
Discretionary$751.3M
Non-Disc.$0
Employees55
Clients4,001
DateAug 2016
Total AUM$751.3M
Discretionary$751.3M
Non-Disc.$0
Employees55
Clients4,001
DateMay 2016
Total AUM$751.3M
Discretionary$751.3M
Non-Disc.$0
Employees55
Clients4,001
DateMay 2016
Total AUM$751.3M
Discretionary$751.3M
Non-Disc.$0
Employees55
Clients4,001
DateMay 2016
Total AUM$751.3M
Discretionary$751.3M
Non-Disc.$0
Employees55
Clients4,001
DateApr 2016
Total AUM$751.3M
Discretionary$751.3M
Non-Disc.$0
Employees55
Clients4,001
DateMar 2016
Total AUM$751.3M
Discretionary$751.3M
Non-Disc.$0
Employees55
Clients4,001
DateFeb 2016
Total AUM$782.2M
Discretionary$782.2M
Non-Disc.$0
Employees55
Clients4,001
DateJan 2016
Total AUM$782.2M
Discretionary$782.2M
Non-Disc.$0
Employees55
Clients4,001
DateNov 2015
Total AUM$782.2M
Discretionary$782.2M
Non-Disc.$0
Employees55
Clients4,001
DateOct 2015
Total AUM$782.2M
Discretionary$782.2M
Non-Disc.$0
Employees55
Clients4,001
DateAug 2015
Total AUM$782.2M
Discretionary$782.2M
Non-Disc.$0
Employees55
Clients4,001
DateAug 2015
Total AUM$782.2M
Discretionary$782.2M
Non-Disc.$0
Employees55
Clients4,001
DateJul 2015
Total AUM$782.2M
Discretionary$782.2M
Non-Disc.$0
Employees55
Clients4,001
DateJul 2015
Total AUM$782.2M
Discretionary$782.2M
Non-Disc.$0
Employees55
Clients4,001
DateMay 2015
Total AUM$782.2M
Discretionary$782.2M
Non-Disc.$0
Employees54
Clients4,001
DateApr 2015
Total AUM$782.2M
Discretionary$782.2M
Non-Disc.$0
Employees54
Clients4,001
DateMar 2015
Total AUM$733.8M
Discretionary$733.8M
Non-Disc.$0
Employees49
Clients3,430
DateJan 2015
Total AUM$647M
Discretionary$647M
Non-Disc.$0
Employees49
Clients3,430
DateOct 2014
Total AUM$647M
Discretionary$647M
Non-Disc.$0
Employees49
Clients3,430
DateOct 2014
Total AUM$647M
Discretionary$647M
Non-Disc.$0
Employees49
Clients3,430
DateJun 2014
Total AUM$647M
Discretionary$647M
Non-Disc.$0
Employees49
Clients3,430
DateJun 2014
Total AUM$647M
Discretionary$647M
Non-Disc.$0
Employees49
Clients3,430
DateMar 2014
Total AUM$647M
Discretionary$647M
Non-Disc.$0
Employees49
Clients3,430
DateMar 2014
Total AUM$215.2M
Discretionary$215.2M
Non-Disc.$0
Employees28
Clients1,300
DateNov 2013
Total AUM$215.2M
Discretionary$215.2M
Non-Disc.$0
Employees28
Clients1,300
DateOct 2013
Total AUM$215.2M
Discretionary$215.2M
Non-Disc.$0
Employees28
Clients1,300
DateAug 2013
Total AUM$215.2M
Discretionary$215.2M
Non-Disc.$0
Employees28
Clients1,300
DateJul 2013
Total AUM$215.2M
Discretionary$215.2M
Non-Disc.$0
Employees28
Clients1,300
DateJun 2013
Total AUM$215.2M
Discretionary$215.2M
Non-Disc.$0
Employees28
Clients1,300
DateMay 2013
Total AUM$215.2M
Discretionary$215.2M
Non-Disc.$0
Employees28
Clients1,300
DateMay 2013
Total AUM$215.2M
Discretionary$215.2M
Non-Disc.$0
Employees28
Clients1,300
DateApr 2013
Total AUM$215.2M
Discretionary$215.2M
Non-Disc.$0
Employees28
Clients1,300
DateMar 2013
Total AUM$215.2M
Discretionary$215.2M
Non-Disc.$0
Employees28
Clients1,300
DateMar 2013
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees22
Clients731
DateJan 2013
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees22
Clients731
DateJan 2013
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees22
Clients731
DateNov 2012
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees22
Clients731
DateNov 2012
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees22
Clients731
DateJul 2012
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees11
Clients731
DateMay 2012
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees11
Clients731
DateApr 2012
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees11
Clients731
DateMar 2012
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees11
Clients731
DateAug 2011
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees--
Clients--
DateAug 2011
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees--
Clients--
DateAug 2011
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees--
Clients--
DateAug 2011
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees--
Clients--
DateJul 2011
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees--
Clients--
DateJul 2011
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees--
Clients--
DateJun 2011
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees--
Clients--
DateJun 2011
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees--
Clients--
DateFeb 2011
Total AUM$59.4M
Discretionary$59.4M
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$59.4M
Discretionary$59.4M
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$59.4M
Discretionary$59.4M
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$59.4M
Discretionary$59.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--