INVESTORS FINANCIAL GROUP LLC
Legal name: INVESTORS FINANCIAL GROUP
CRD #154168 SEC #801-71540 PLYMOUTH, MN 763-525-0001
SEC Registered
Total AUM
$1.3B
Discretionary
$1.2B
Employees
26
Clients
1
Accounts
3,794
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $1.3B | $1.2B | $51.7M | 26 | 0 |
| Aug 2021 | $1B | $1B | $41.8M | 26 | 0 |
| Feb 2021 | $1B | $1B | $41.8M | 26 | 0 |
| Feb 2021 | $1B | $1B | $41.8M | 26 | 0 |
| Nov 2020 | $898.5M | $864.5M | $34M | 26 | 0 |
| Oct 2020 | $898.5M | $864.5M | $34M | 26 | 0 |
| Aug 2020 | $898.5M | $864.5M | $34M | 26 | 0 |
| Jun 2020 | $898.5M | $864.5M | $34M | 26 | 0 |
| Apr 2020 | $898.5M | $864.5M | $34M | 26 | 0 |
| Apr 2020 | $898.5M | $864.5M | $34M | 26 | 0 |
| Mar 2020 | $898.5M | $864.5M | $34M | 26 | 0 |
| Jun 2019 | $725.3M | $697.2M | $28.1M | 26 | 0 |
| Mar 2019 | $725.3M | $697.2M | $28.1M | 26 | 0 |
| Sep 2018 | $714.7M | $714.7M | $0 | 23 | 4 |
| Jul 2018 | $714.7M | $714.7M | $0 | 23 | 4 |
| Feb 2018 | $714.7M | $714.7M | $0 | 23 | 4 |
| Jan 2018 | $586.6M | $586.6M | $0 | 22 | 0 |
| Nov 2017 | $586.6M | $586.6M | $0 | 22 | 0 |
| Sep 2017 | $586.6M | $586.6M | $0 | 22 | 1,400 |
| Mar 2017 | $586.6M | $586.6M | $0 | 22 | 1,400 |
| Mar 2017 | $586.6M | $586.6M | $0 | 22 | 1,400 |
| Mar 2017 | $586.6M | $586.6M | $0 | 22 | 1,400 |
| Mar 2017 | $586.6M | $586.6M | $0 | 22 | 1,400 |
| Feb 2017 | $586.6M | $586.6M | $0 | 22 | 1,400 |
| Feb 2017 | $511.1M | $511.1M | $0 | 20 | 1,200 |
| Jun 2016 | $511.1M | $511.1M | $0 | 20 | 1,200 |
| Jun 2016 | $511.1M | $511.1M | $0 | 20 | 1,200 |
| Jun 2016 | $511.1M | $511.1M | $0 | 20 | 1,200 |
| Apr 2016 | $511.1M | $511.1M | $0 | 20 | 1,200 |
| Feb 2016 | $511.1M | $511.1M | $0 | 20 | 1,200 |
| Jul 2015 | $471.1M | $471.1M | $0 | 19 | 1,100 |
| Jun 2015 | $471.1M | $471.1M | $0 | 19 | 1,100 |
| Apr 2015 | $471.1M | $471.1M | $0 | 19 | 1,100 |
| Apr 2015 | $471.1M | $471.1M | $0 | 19 | 1,100 |
| Mar 2015 | $471.1M | $471.1M | $0 | 19 | 1,100 |
| Oct 2014 | $384.4M | $384.4M | $0 | 16 | 900 |
| Sep 2014 | $384.4M | $384.4M | $0 | 16 | 900 |
| Aug 2014 | $384.4M | $384.4M | $0 | 16 | 900 |
| Jul 2014 | $384.4M | $384.4M | $0 | 16 | 900 |
| May 2014 | $384.4M | $384.4M | $0 | 16 | 900 |
| Feb 2014 | $384.4M | $384.4M | $0 | 16 | 900 |
| Nov 2013 | $348M | $348M | $0 | 13 | 600 |
| Oct 2013 | $348M | $348M | $0 | 13 | 600 |
| Jan 2013 | $348M | $348M | $0 | 13 | 600 |
| Feb 2012 | $278.3M | $278.3M | $0 | 6 | 521 |
| Aug 2011 | $170.8M | $170.8M | $0 | 10 | -- |
| Aug 2011 | $170.8M | $170.8M | $0 | 10 | -- |
| Jun 2011 | $170.8M | $170.8M | $0 | 10 | -- |
| Dec 2010 | $142.2M | $142.2M | $0 | 5 | -- |
| Oct 2010 | $142.2M | $142.2M | $0 | 5 | -- |
| Aug 2010 | $0 | $0 | $0 | 5 | -- |
| Jun 2010 | $0 | $0 | $0 | 5 | -- |
DateMar 2022
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$51.7M
Employees26
Clients0
DateAug 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$41.8M
Employees26
Clients0
DateFeb 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$41.8M
Employees26
Clients0
DateFeb 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$41.8M
Employees26
Clients0
DateNov 2020
Total AUM$898.5M
Discretionary$864.5M
Non-Disc.$34M
Employees26
Clients0
DateOct 2020
Total AUM$898.5M
Discretionary$864.5M
Non-Disc.$34M
Employees26
Clients0
DateAug 2020
Total AUM$898.5M
Discretionary$864.5M
Non-Disc.$34M
Employees26
Clients0
DateJun 2020
Total AUM$898.5M
Discretionary$864.5M
Non-Disc.$34M
Employees26
Clients0
DateApr 2020
Total AUM$898.5M
Discretionary$864.5M
Non-Disc.$34M
Employees26
Clients0
DateApr 2020
Total AUM$898.5M
Discretionary$864.5M
Non-Disc.$34M
Employees26
Clients0
DateMar 2020
Total AUM$898.5M
Discretionary$864.5M
Non-Disc.$34M
Employees26
Clients0
DateJun 2019
Total AUM$725.3M
Discretionary$697.2M
Non-Disc.$28.1M
Employees26
Clients0
DateMar 2019
Total AUM$725.3M
Discretionary$697.2M
Non-Disc.$28.1M
Employees26
Clients0
DateSep 2018
Total AUM$714.7M
Discretionary$714.7M
Non-Disc.$0
Employees23
Clients4
DateJul 2018
Total AUM$714.7M
Discretionary$714.7M
Non-Disc.$0
Employees23
Clients4
DateFeb 2018
Total AUM$714.7M
Discretionary$714.7M
Non-Disc.$0
Employees23
Clients4
DateJan 2018
Total AUM$586.6M
Discretionary$586.6M
Non-Disc.$0
Employees22
Clients0
DateNov 2017
Total AUM$586.6M
Discretionary$586.6M
Non-Disc.$0
Employees22
Clients0
DateSep 2017
Total AUM$586.6M
Discretionary$586.6M
Non-Disc.$0
Employees22
Clients1,400
DateMar 2017
Total AUM$586.6M
Discretionary$586.6M
Non-Disc.$0
Employees22
Clients1,400
DateMar 2017
Total AUM$586.6M
Discretionary$586.6M
Non-Disc.$0
Employees22
Clients1,400
DateMar 2017
Total AUM$586.6M
Discretionary$586.6M
Non-Disc.$0
Employees22
Clients1,400
DateMar 2017
Total AUM$586.6M
Discretionary$586.6M
Non-Disc.$0
Employees22
Clients1,400
DateFeb 2017
Total AUM$586.6M
Discretionary$586.6M
Non-Disc.$0
Employees22
Clients1,400
DateFeb 2017
Total AUM$511.1M
Discretionary$511.1M
Non-Disc.$0
Employees20
Clients1,200
DateJun 2016
Total AUM$511.1M
Discretionary$511.1M
Non-Disc.$0
Employees20
Clients1,200
DateJun 2016
Total AUM$511.1M
Discretionary$511.1M
Non-Disc.$0
Employees20
Clients1,200
DateJun 2016
Total AUM$511.1M
Discretionary$511.1M
Non-Disc.$0
Employees20
Clients1,200
DateApr 2016
Total AUM$511.1M
Discretionary$511.1M
Non-Disc.$0
Employees20
Clients1,200
DateFeb 2016
Total AUM$511.1M
Discretionary$511.1M
Non-Disc.$0
Employees20
Clients1,200
DateJul 2015
Total AUM$471.1M
Discretionary$471.1M
Non-Disc.$0
Employees19
Clients1,100
DateJun 2015
Total AUM$471.1M
Discretionary$471.1M
Non-Disc.$0
Employees19
Clients1,100
DateApr 2015
Total AUM$471.1M
Discretionary$471.1M
Non-Disc.$0
Employees19
Clients1,100
DateApr 2015
Total AUM$471.1M
Discretionary$471.1M
Non-Disc.$0
Employees19
Clients1,100
DateMar 2015
Total AUM$471.1M
Discretionary$471.1M
Non-Disc.$0
Employees19
Clients1,100
DateOct 2014
Total AUM$384.4M
Discretionary$384.4M
Non-Disc.$0
Employees16
Clients900
DateSep 2014
Total AUM$384.4M
Discretionary$384.4M
Non-Disc.$0
Employees16
Clients900
DateAug 2014
Total AUM$384.4M
Discretionary$384.4M
Non-Disc.$0
Employees16
Clients900
DateJul 2014
Total AUM$384.4M
Discretionary$384.4M
Non-Disc.$0
Employees16
Clients900
DateMay 2014
Total AUM$384.4M
Discretionary$384.4M
Non-Disc.$0
Employees16
Clients900
DateFeb 2014
Total AUM$384.4M
Discretionary$384.4M
Non-Disc.$0
Employees16
Clients900
DateNov 2013
Total AUM$348M
Discretionary$348M
Non-Disc.$0
Employees13
Clients600
DateOct 2013
Total AUM$348M
Discretionary$348M
Non-Disc.$0
Employees13
Clients600
DateJan 2013
Total AUM$348M
Discretionary$348M
Non-Disc.$0
Employees13
Clients600
DateFeb 2012
Total AUM$278.3M
Discretionary$278.3M
Non-Disc.$0
Employees6
Clients521
DateAug 2011
Total AUM$170.8M
Discretionary$170.8M
Non-Disc.$0
Employees10
Clients--
DateAug 2011
Total AUM$170.8M
Discretionary$170.8M
Non-Disc.$0
Employees10
Clients--
DateJun 2011
Total AUM$170.8M
Discretionary$170.8M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--