PRIMEVEST FINANCIAL SERVICES, INC.
CRD #15340 SEC #801-45573 ST CLOUD, MN 320-656-4300
SEC Registered Broker-Dealer Disclosures
Total AUM
$776.1M
Discretionary
$166.9M
Employees
501
Clients
26
Accounts
3,929
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2014 | $1.2B | $261.1M | $932.2M | 718 | 5,500 |
| Oct 2013 | $1.2B | $261.1M | $932.2M | 718 | 5,500 |
| Aug 2013 | $1.2B | $261.1M | $932.2M | 718 | 5,500 |
| Aug 2013 | $1.2B | $261.1M | $932.2M | 718 | 5,500 |
| Jul 2013 | $1.2B | $261.1M | $932.2M | 718 | 5,500 |
| Jul 2013 | $1.2B | $261.1M | $932.2M | 718 | 5,500 |
| Jun 2013 | $1.2B | $261.1M | $932.2M | 718 | 5,500 |
| May 2013 | $1.2B | $261.1M | $932.2M | 718 | 5,500 |
| Apr 2013 | $1.2B | $261.1M | $932.2M | 718 | 5,500 |
| Mar 2013 | $776.1M | $166.9M | $609.2M | 800 | 3,900 |
| Feb 2013 | $776.1M | $166.9M | $609.2M | 800 | 3,900 |
| Dec 2012 | $776.1M | $166.9M | $609.2M | 800 | 3,900 |
| Dec 2012 | $776.1M | $166.9M | $609.2M | 800 | 3,900 |
| Nov 2012 | $776.1M | $166.9M | $609.2M | 800 | 3,900 |
| May 2012 | $776.1M | $166.9M | $609.2M | 501 | 3,900 |
| Apr 2012 | $776.1M | $166.9M | $609.2M | 501 | 3,900 |
| Apr 2012 | $776.1M | $166.9M | $609.2M | 501 | 3,900 |
| Mar 2012 | $776.1M | $166.9M | $609.2M | 501 | 3,900 |
| Mar 2012 | $776.1M | $166.9M | $609.2M | 501 | 3,900 |
| Mar 2012 | $681.9M | $185.2M | $496.6M | 501 | 2,400 |
| Feb 2012 | $681.9M | $185.2M | $496.6M | 501 | 2,400 |
| Jan 2012 | $681.9M | $185.2M | $496.6M | 501 | 2,400 |
| Mar 2011 | $681.9M | $185.2M | $496.6M | 501 | -- |
| Mar 2011 | $511M | $2.2M | $508.8M | 501 | -- |
| Feb 2011 | $511M | $2.2M | $508.8M | 501 | -- |
| Jan 2011 | $511M | $2.2M | $508.8M | 501 | -- |
| May 2010 | $511M | $2.2M | $508.8M | 501 | -- |
| Mar 2010 | $511M | $2.2M | $508.8M | 501 | -- |
| Mar 2010 | $312.2M | $2.1M | $310.1M | 501 | -- |
| Mar 2010 | $312.2M | $2.1M | $310.1M | 501 | -- |
| Mar 2010 | $312.2M | $2.1M | $310.1M | 501 | -- |
| Apr 2009 | $510.1M | $0 | $510.1M | 501 | -- |
| Mar 2009 | $510.1M | $0 | $510.1M | 501 | -- |
| Mar 2008 | $660.1M | $0 | $660.1M | 501 | -- |
| Mar 2007 | $403.2M | $0 | $403.2M | 251 | -- |
| Mar 2006 | $403.2M | $0 | $403.2M | 251 | -- |
| Apr 2004 | $207.3M | $0 | $207.3M | 251 | -- |
| Mar 2004 | $207.3M | $0 | $207.3M | 251 | -- |
| Jan 2004 | $113.7M | $0 | $113.7M | -- | -- |
| Apr 2002 | $140.5M | $0 | $140.5M | -- | -- |
| Apr 2002 | $140.5M | $0 | $140.5M | -- | -- |
| Mar 2002 | $116.8M | $0 | $116.8M | -- | -- |
| Mar 2002 | $116.8M | $0 | $116.8M | -- | -- |
| Mar 2002 | $116.8M | $0 | $116.8M | -- | -- |
| Oct 2001 | $116.8M | $0 | $116.8M | -- | -- |
| Oct 2001 | $116.8M | $0 | $116.8M | -- | -- |
| Jun 2001 | $116.8M | $0 | $116.8M | -- | -- |
| May 2001 | $116.8M | $0 | $116.8M | -- | -- |
DateFeb 2014
Total AUM$1.2B
Discretionary$261.1M
Non-Disc.$932.2M
Employees718
Clients5,500
DateOct 2013
Total AUM$1.2B
Discretionary$261.1M
Non-Disc.$932.2M
Employees718
Clients5,500
DateAug 2013
Total AUM$1.2B
Discretionary$261.1M
Non-Disc.$932.2M
Employees718
Clients5,500
DateAug 2013
Total AUM$1.2B
Discretionary$261.1M
Non-Disc.$932.2M
Employees718
Clients5,500
DateJul 2013
Total AUM$1.2B
Discretionary$261.1M
Non-Disc.$932.2M
Employees718
Clients5,500
DateJul 2013
Total AUM$1.2B
Discretionary$261.1M
Non-Disc.$932.2M
Employees718
Clients5,500
DateJun 2013
Total AUM$1.2B
Discretionary$261.1M
Non-Disc.$932.2M
Employees718
Clients5,500
DateMay 2013
Total AUM$1.2B
Discretionary$261.1M
Non-Disc.$932.2M
Employees718
Clients5,500
DateApr 2013
Total AUM$1.2B
Discretionary$261.1M
Non-Disc.$932.2M
Employees718
Clients5,500
DateMar 2013
Total AUM$776.1M
Discretionary$166.9M
Non-Disc.$609.2M
Employees800
Clients3,900
DateFeb 2013
Total AUM$776.1M
Discretionary$166.9M
Non-Disc.$609.2M
Employees800
Clients3,900
DateDec 2012
Total AUM$776.1M
Discretionary$166.9M
Non-Disc.$609.2M
Employees800
Clients3,900
DateDec 2012
Total AUM$776.1M
Discretionary$166.9M
Non-Disc.$609.2M
Employees800
Clients3,900
DateNov 2012
Total AUM$776.1M
Discretionary$166.9M
Non-Disc.$609.2M
Employees800
Clients3,900
DateMay 2012
Total AUM$776.1M
Discretionary$166.9M
Non-Disc.$609.2M
Employees501
Clients3,900
DateApr 2012
Total AUM$776.1M
Discretionary$166.9M
Non-Disc.$609.2M
Employees501
Clients3,900
DateApr 2012
Total AUM$776.1M
Discretionary$166.9M
Non-Disc.$609.2M
Employees501
Clients3,900
DateMar 2012
Total AUM$776.1M
Discretionary$166.9M
Non-Disc.$609.2M
Employees501
Clients3,900
DateMar 2012
Total AUM$776.1M
Discretionary$166.9M
Non-Disc.$609.2M
Employees501
Clients3,900
DateMar 2012
Total AUM$681.9M
Discretionary$185.2M
Non-Disc.$496.6M
Employees501
Clients2,400
DateFeb 2012
Total AUM$681.9M
Discretionary$185.2M
Non-Disc.$496.6M
Employees501
Clients2,400
DateJan 2012
Total AUM$681.9M
Discretionary$185.2M
Non-Disc.$496.6M
Employees501
Clients2,400
DateMar 2011
Total AUM$681.9M
Discretionary$185.2M
Non-Disc.$496.6M
Employees501
Clients--
DateMar 2011
Total AUM$511M
Discretionary$2.2M
Non-Disc.$508.8M
Employees501
Clients--
DateFeb 2011
Total AUM$511M
Discretionary$2.2M
Non-Disc.$508.8M
Employees501
Clients--
DateJan 2011
Total AUM$511M
Discretionary$2.2M
Non-Disc.$508.8M
Employees501
Clients--
DateMay 2010
Total AUM$511M
Discretionary$2.2M
Non-Disc.$508.8M
Employees501
Clients--
DateMar 2010
Total AUM$511M
Discretionary$2.2M
Non-Disc.$508.8M
Employees501
Clients--
DateMar 2010
Total AUM$312.2M
Discretionary$2.1M
Non-Disc.$310.1M
Employees501
Clients--
DateMar 2010
Total AUM$312.2M
Discretionary$2.1M
Non-Disc.$310.1M
Employees501
Clients--
DateMar 2010
Total AUM$312.2M
Discretionary$2.1M
Non-Disc.$310.1M
Employees501
Clients--
DateApr 2009
Total AUM$510.1M
Discretionary$0
Non-Disc.$510.1M
Employees501
Clients--
DateMar 2009
Total AUM$510.1M
Discretionary$0
Non-Disc.$510.1M
Employees501
Clients--
DateMar 2008
Total AUM$660.1M
Discretionary$0
Non-Disc.$660.1M
Employees501
Clients--
DateMar 2007
Total AUM$403.2M
Discretionary$0
Non-Disc.$403.2M
Employees251
Clients--
DateMar 2006
Total AUM$403.2M
Discretionary$0
Non-Disc.$403.2M
Employees251
Clients--
DateApr 2004
Total AUM$207.3M
Discretionary$0
Non-Disc.$207.3M
Employees251
Clients--
DateMar 2004
Total AUM$207.3M
Discretionary$0
Non-Disc.$207.3M
Employees251
Clients--
DateJan 2004
Total AUM$113.7M
Discretionary$0
Non-Disc.$113.7M
Employees--
Clients--
DateApr 2002
Total AUM$140.5M
Discretionary$0
Non-Disc.$140.5M
Employees--
Clients--
DateApr 2002
Total AUM$140.5M
Discretionary$0
Non-Disc.$140.5M
Employees--
Clients--
DateMar 2002
Total AUM$116.8M
Discretionary$0
Non-Disc.$116.8M
Employees--
Clients--
DateMar 2002
Total AUM$116.8M
Discretionary$0
Non-Disc.$116.8M
Employees--
Clients--
DateMar 2002
Total AUM$116.8M
Discretionary$0
Non-Disc.$116.8M
Employees--
Clients--
DateOct 2001
Total AUM$116.8M
Discretionary$0
Non-Disc.$116.8M
Employees--
Clients--
DateOct 2001
Total AUM$116.8M
Discretionary$0
Non-Disc.$116.8M
Employees--
Clients--
DateJun 2001
Total AUM$116.8M
Discretionary$0
Non-Disc.$116.8M
Employees--
Clients--
DateMay 2001
Total AUM$116.8M
Discretionary$0
Non-Disc.$116.8M
Employees--
Clients--