IMUS WILKINSON INVESTMENT MANAGEMENT, LLC
CRD #157457 SEC #801-81094 TUCSON, AZ (520) 314-1301
SEC Registered
Total AUM
$193.6M
Discretionary
$193.1M
Employees
3
Clients
1
Accounts
1,468
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2022 | $193.6M | $193.1M | $529.2K | 3 | 2 |
| May 2022 | $193.6M | $193.1M | $529.2K | 3 | 2 |
| Apr 2022 | $193.6M | $193.1M | $529.2K | 3 | 2 |
| Mar 2022 | $193.6M | $193.1M | $529.2K | 3 | 2 |
| Mar 2021 | $157.3M | $156.8M | $507.3K | 6 | 2 |
| May 2020 | $125.1M | $124.6M | $500.5K | 7 | 1 |
| Mar 2020 | $125.1M | $124.6M | $500.5K | 7 | 1 |
| May 2019 | $113.5M | $113M | $566.6K | 6 | 0 |
| Mar 2019 | $113.5M | $113M | $566.6K | 6 | 0 |
| Jun 2018 | $149.2M | $148.7M | $516K | 7 | 0 |
| Mar 2018 | $149.2M | $148.7M | $516K | 7 | 0 |
| Mar 2017 | $132.6M | $132.6M | $0 | 7 | 350 |
| Feb 2017 | $132.6M | $132.6M | $0 | 7 | 350 |
| Feb 2017 | $96.6M | $96.6M | $0 | 6 | 350 |
| Feb 2016 | $90.7M | $87.9M | $2.8M | 6 | 350 |
| Mar 2015 | $103.7M | $101.5M | $2.2M | 6 | 350 |
| Mar 2015 | $103.7M | $101.5M | $2.2M | 6 | 350 |
| Jul 2012 | $55M | $53M | $2M | 1 | 300 |
| Jun 2012 | $55M | $53M | $2M | 1 | 300 |
| Jun 2012 | $55M | $53M | $2M | 1 | 300 |
| Jun 2012 | $55M | $53M | $2M | 1 | 300 |
| Jun 2012 | $55M | $53M | $2M | 1 | 300 |
| May 2012 | $55M | $53M | $2M | 1 | 300 |
| May 2012 | $55M | $53M | $2M | 1 | 300 |
| Apr 2012 | $55M | $53M | $2M | 1 | 300 |
| Mar 2012 | $55M | $53M | $2M | 1 | 300 |
| Mar 2012 | $55M | $53M | $2M | 1 | 300 |
| Aug 2011 | $50M | $47M | $3M | 5 | -- |
| Aug 2011 | $0 | $0 | $0 | 5 | -- |
| May 2011 | $0 | $0 | $0 | 5 | -- |
| May 2011 | $0 | $0 | $0 | 5 | -- |
| Apr 2011 | $0 | $0 | $0 | 5 | -- |
DateJun 2022
Total AUM$193.6M
Discretionary$193.1M
Non-Disc.$529.2K
Employees3
Clients2
DateMay 2022
Total AUM$193.6M
Discretionary$193.1M
Non-Disc.$529.2K
Employees3
Clients2
DateApr 2022
Total AUM$193.6M
Discretionary$193.1M
Non-Disc.$529.2K
Employees3
Clients2
DateMar 2022
Total AUM$193.6M
Discretionary$193.1M
Non-Disc.$529.2K
Employees3
Clients2
DateMar 2021
Total AUM$157.3M
Discretionary$156.8M
Non-Disc.$507.3K
Employees6
Clients2
DateMay 2020
Total AUM$125.1M
Discretionary$124.6M
Non-Disc.$500.5K
Employees7
Clients1
DateMar 2020
Total AUM$125.1M
Discretionary$124.6M
Non-Disc.$500.5K
Employees7
Clients1
DateMay 2019
Total AUM$113.5M
Discretionary$113M
Non-Disc.$566.6K
Employees6
Clients0
DateMar 2019
Total AUM$113.5M
Discretionary$113M
Non-Disc.$566.6K
Employees6
Clients0
DateJun 2018
Total AUM$149.2M
Discretionary$148.7M
Non-Disc.$516K
Employees7
Clients0
DateMar 2018
Total AUM$149.2M
Discretionary$148.7M
Non-Disc.$516K
Employees7
Clients0
DateMar 2017
Total AUM$132.6M
Discretionary$132.6M
Non-Disc.$0
Employees7
Clients350
DateFeb 2017
Total AUM$132.6M
Discretionary$132.6M
Non-Disc.$0
Employees7
Clients350
DateFeb 2017
Total AUM$96.6M
Discretionary$96.6M
Non-Disc.$0
Employees6
Clients350
DateFeb 2016
Total AUM$90.7M
Discretionary$87.9M
Non-Disc.$2.8M
Employees6
Clients350
DateMar 2015
Total AUM$103.7M
Discretionary$101.5M
Non-Disc.$2.2M
Employees6
Clients350
DateMar 2015
Total AUM$103.7M
Discretionary$101.5M
Non-Disc.$2.2M
Employees6
Clients350
DateJul 2012
Total AUM$55M
Discretionary$53M
Non-Disc.$2M
Employees1
Clients300
DateJun 2012
Total AUM$55M
Discretionary$53M
Non-Disc.$2M
Employees1
Clients300
DateJun 2012
Total AUM$55M
Discretionary$53M
Non-Disc.$2M
Employees1
Clients300
DateJun 2012
Total AUM$55M
Discretionary$53M
Non-Disc.$2M
Employees1
Clients300
DateJun 2012
Total AUM$55M
Discretionary$53M
Non-Disc.$2M
Employees1
Clients300
DateMay 2012
Total AUM$55M
Discretionary$53M
Non-Disc.$2M
Employees1
Clients300
DateMay 2012
Total AUM$55M
Discretionary$53M
Non-Disc.$2M
Employees1
Clients300
DateApr 2012
Total AUM$55M
Discretionary$53M
Non-Disc.$2M
Employees1
Clients300
DateMar 2012
Total AUM$55M
Discretionary$53M
Non-Disc.$2M
Employees1
Clients300
DateMar 2012
Total AUM$55M
Discretionary$53M
Non-Disc.$2M
Employees1
Clients300
DateAug 2011
Total AUM$50M
Discretionary$47M
Non-Disc.$3M
Employees5
Clients--
DateAug 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--