ADVISER INVESTMENTS ACQUISITION CO LLC
CRD #156985 SEC #801-72243 NEWTON, MA 617-321-2200
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
10
Clients
0
Accounts
1,958
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $1.1B | $1.1B | $0 | 10 | 800 |
| Mar 2015 | $1.2B | $1.2B | $0 | 9 | 800 |
| Mar 2014 | $1.1B | $1.1B | $0 | 9 | 800 |
| Mar 2013 | $939.6M | $939.6M | $0 | 9 | 750 |
| Apr 2012 | $898.7M | $898.7M | $0 | 11 | 850 |
| Mar 2012 | $898.7M | $898.7M | $0 | 11 | 850 |
| Apr 2011 | $917M | $917M | $0 | -- | -- |
| Mar 2011 | $917M | $917M | $0 | -- | -- |
DateMar 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients800
DateMar 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees9
Clients800
DateMar 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees9
Clients800
DateMar 2013
Total AUM$939.6M
Discretionary$939.6M
Non-Disc.$0
Employees9
Clients750
DateApr 2012
Total AUM$898.7M
Discretionary$898.7M
Non-Disc.$0
Employees11
Clients850
DateMar 2012
Total AUM$898.7M
Discretionary$898.7M
Non-Disc.$0
Employees11
Clients850
DateApr 2011
Total AUM$917M
Discretionary$917M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$917M
Discretionary$917M
Non-Disc.$0
Employees--
Clients--