CGN ADVISORS, LLC
CRD #159359 SEC #801-72913 MANHATTAN, KS 910-333-6659
SEC Registered Disclosures
Total AUM
$1.3B
Discretionary
$1.3B
Employees
38
Clients
--
Accounts
3,609
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.3B | $1.3B | $419K | 38 | 1,000 |
| Sep 2025 | $1.3B | $1.3B | $419K | 38 | 1,000 |
| Sep 2025 | $1.3B | $1.3B | $419K | 38 | 1,000 |
| Sep 2025 | $1.3B | $1.3B | $419K | 39 | 1,000 |
| Aug 2025 | $1.3B | $1.3B | $419K | 40 | 1,000 |
| Jul 2025 | $1.3B | $1.3B | $419K | 41 | 1,000 |
| May 2025 | $1.3B | $1.3B | $419K | 41 | 1,000 |
| Apr 2025 | $1.3B | $1.3B | $419K | 41 | 1,000 |
| Apr 2025 | $1.3B | $1.3B | $419K | 40 | 1,000 |
| Apr 2025 | $1.3B | $1.3B | $419K | 40 | 1,000 |
| Apr 2025 | $1.3B | $1.3B | $419K | 42 | 1,000 |
| Mar 2025 | $1.3B | $1.3B | $419K | 42 | 1,000 |
| Mar 2025 | $1.3B | $1.3B | $419K | 42 | 1,000 |
| Dec 2024 | $1.1B | $1.1B | $14.2M | 42 | 1,000 |
| Oct 2024 | $1.1B | $1.1B | $14.2M | 42 | 1,000 |
| Aug 2024 | $1.1B | $1.1B | $14.2M | 42 | 1,000 |
| Jul 2024 | $1.1B | $1.1B | $14.2M | 42 | 1,000 |
| May 2024 | $1.1B | $1.1B | $14.2M | 41 | 1,000 |
| Mar 2024 | $1.1B | $1.1B | $14.2M | 41 | 1,000 |
| Feb 2024 | $724.5M | $706.4M | $18.1M | 41 | 1,000 |
| Jan 2024 | $724.5M | $706.4M | $18.1M | 41 | 1,000 |
| Dec 2023 | $724.5M | $706.4M | $18.1M | 45 | 1,000 |
| Dec 2023 | $724.5M | $706.4M | $18.1M | 45 | 1,000 |
| Nov 2023 | $724.5M | $706.4M | $18.1M | 45 | 1,000 |
| Sep 2023 | $724.5M | $706.4M | $18.1M | 45 | 1,000 |
| Aug 2023 | $724.5M | $706.4M | $18.1M | 47 | 1,000 |
| Aug 2023 | $724.5M | $706.4M | $18.1M | 47 | 1,000 |
| Jun 2023 | $724.5M | $706.4M | $18.1M | 48 | 1,000 |
| May 2023 | $724.5M | $706.4M | $18.1M | 47 | 1,000 |
| May 2023 | $724.5M | $706.4M | $18.1M | 48 | 1,000 |
| May 2023 | $724.5M | $706.4M | $18.1M | 48 | 1,000 |
| Apr 2023 | $724.5M | $706.4M | $18.1M | 48 | 1,000 |
| Apr 2023 | $724.5M | $706.4M | $18.1M | 47 | 1,000 |
| Mar 2023 | $724.5M | $706.4M | $18.1M | 46 | 1,000 |
| Feb 2023 | $724.5M | $706.4M | $18.1M | 45 | 1,000 |
| Feb 2023 | $724.5M | $706.4M | $18.1M | 46 | 1,000 |
| Dec 2022 | $551.1M | $535.6M | $15.5M | 46 | 1,000 |
| Dec 2022 | $551.1M | $535.6M | $15.5M | 47 | 1,000 |
| Oct 2022 | $551.1M | $535.6M | $15.5M | 47 | 1,000 |
| Sep 2022 | $551.1M | $535.6M | $15.5M | 47 | 1,000 |
| Sep 2022 | $551.1M | $535.6M | $15.5M | 47 | 1,000 |
| Aug 2022 | $551.1M | $535.6M | $15.5M | 46 | 1,000 |
| Aug 2022 | $551.1M | $535.6M | $15.5M | 45 | 1,000 |
| Aug 2022 | $551.1M | $535.6M | $15.5M | 44 | 1,000 |
| Aug 2022 | $551.1M | $535.6M | $15.5M | 45 | 1,000 |
| Jul 2022 | $551.1M | $535.6M | $15.5M | 45 | 1,000 |
| Jun 2022 | $551.1M | $535.6M | $15.5M | 45 | 1,000 |
| Apr 2022 | $551.1M | $535.6M | $15.5M | 46 | 1,000 |
| Apr 2022 | $551.1M | $535.6M | $15.5M | 46 | 1,000 |
| Feb 2022 | $551.1M | $535.6M | $15.5M | 47 | 1,000 |
| Feb 2022 | $466.1M | $435.5M | $30.5M | 47 | 600 |
| Jan 2022 | $466.1M | $435.5M | $30.5M | 49 | 600 |
| Nov 2021 | $466.1M | $435.5M | $30.5M | 49 | 600 |
| Oct 2021 | $466.1M | $435.5M | $30.5M | 50 | 600 |
| Sep 2021 | $466.1M | $435.5M | $30.5M | 51 | 600 |
| Aug 2021 | $466.1M | $435.5M | $30.5M | 49 | 600 |
| Aug 2021 | $466.1M | $435.5M | $30.5M | 48 | 600 |
| Aug 2021 | $466.1M | $435.5M | $30.5M | 49 | 600 |
| Jul 2021 | $466.1M | $435.5M | $30.5M | 50 | 600 |
| Jul 2021 | $466.1M | $435.5M | $30.5M | 48 | 600 |
| Jun 2021 | $466.1M | $435.5M | $30.5M | 47 | 600 |
| May 2021 | $466.1M | $435.5M | $30.5M | 46 | 600 |
| Apr 2021 | $466.1M | $435.5M | $30.5M | 46 | 600 |
| Apr 2021 | $466.1M | $435.5M | $30.5M | 46 | 600 |
| Mar 2021 | $466.1M | $435.5M | $30.5M | 46 | 600 |
| Mar 2021 | $466.1M | $435.5M | $30.5M | 44 | 600 |
| Feb 2021 | $273.4M | $248.7M | $24.7M | 44 | 700 |
| Jan 2021 | $273.4M | $248.7M | $24.7M | 44 | 700 |
| Nov 2020 | $273.4M | $248.7M | $24.7M | 45 | 700 |
| Nov 2020 | $273.4M | $248.7M | $24.7M | 45 | 700 |
| Jul 2020 | $273.4M | $248.7M | $24.7M | 47 | 700 |
| Jun 2020 | $273.4M | $248.7M | $24.7M | 47 | 700 |
| Jun 2020 | $273.4M | $248.7M | $24.7M | 47 | 700 |
| Jun 2020 | $273.4M | $248.7M | $24.7M | 47 | 700 |
| May 2020 | $273.4M | $248.7M | $24.7M | 45 | 700 |
| Apr 2020 | $273.4M | $248.7M | $24.7M | 45 | 700 |
| Mar 2020 | $273.4M | $248.7M | $24.7M | 44 | 700 |
| Jan 2020 | $108.7M | $85.8M | $22.9M | 41 | 700 |
| Dec 2019 | $108.7M | $85.8M | $22.9M | 41 | 700 |
| Dec 2019 | $108.7M | $85.8M | $22.9M | 40 | 700 |
| Dec 2019 | $108.7M | $85.8M | $22.9M | 39 | 700 |
| Nov 2019 | $108.7M | $85.8M | $22.9M | 39 | 700 |
| Oct 2019 | $108.7M | $85.8M | $22.9M | 41 | 700 |
| Oct 2019 | $108.7M | $85.8M | $22.9M | 42 | 700 |
| Oct 2019 | $108.7M | $85.8M | $22.9M | 42 | 700 |
| Sep 2019 | $108.7M | $85.8M | $22.9M | 41 | 700 |
| Aug 2019 | $108.7M | $85.8M | $22.9M | 41 | 700 |
| Aug 2019 | $108.7M | $85.8M | $22.9M | 41 | 700 |
| Jul 2019 | $108.7M | $85.8M | $22.9M | 41 | 700 |
| Jul 2019 | $108.7M | $85.8M | $22.9M | 41 | 700 |
| Jun 2019 | $108.7M | $85.8M | $22.9M | 41 | 700 |
| Jun 2019 | $108.7M | $85.8M | $22.9M | 41 | 700 |
| Jun 2019 | $108.7M | $85.8M | $22.9M | 40 | 700 |
| May 2019 | $108.7M | $85.8M | $22.9M | 40 | 700 |
| May 2019 | $108.7M | $85.8M | $22.9M | 39 | 700 |
| Apr 2019 | $108.7M | $85.8M | $22.9M | 38 | 700 |
| Mar 2019 | $108.7M | $85.8M | $22.9M | 38 | 700 |
| Feb 2019 | $108.7M | $85.8M | $22.9M | 38 | 700 |
| Jan 2019 | $64.4M | $43.8M | $20.5M | 37 | 601 |
| Jan 2019 | $64.4M | $43.8M | $20.5M | 37 | 601 |
| Jan 2019 | $64.4M | $43.8M | $20.5M | 37 | 601 |
| Nov 2018 | $64.4M | $43.8M | $20.5M | 35 | 601 |
| Oct 2018 | $64.4M | $43.8M | $20.5M | 33 | 601 |
| Aug 2018 | $64.4M | $43.8M | $20.5M | 31 | 601 |
| Jun 2018 | $64.4M | $43.8M | $20.5M | 31 | 601 |
| Jun 2018 | $64.4M | $43.8M | $20.5M | 30 | 601 |
| Mar 2018 | $64.4M | $43.8M | $20.5M | 26 | 601 |
| Sep 2017 | $75.4M | $31.1M | $44.4M | 24 | 500 |
| Sep 2017 | $75.4M | $31.1M | $44.4M | 24 | 500 |
| Mar 2017 | $75.4M | $31.1M | $44.4M | 24 | 500 |
| May 2016 | $41.3M | $23.6M | $17.8M | 24 | 400 |
| Mar 2016 | $41.3M | $23.6M | $17.8M | 24 | 400 |
| Nov 2015 | $23.7M | $15.2M | $8.6M | 19 | 400 |
| Mar 2015 | $23.7M | $15.2M | $8.6M | 19 | 400 |
| Nov 2014 | $8.2M | $2.4M | $5.8M | 20 | 300 |
| Sep 2014 | $8.2M | $2.4M | $5.8M | 20 | 300 |
| Jul 2014 | $8.2M | $2.4M | $5.8M | 20 | 300 |
| May 2014 | $8.2M | $2.4M | $5.8M | 20 | 300 |
| May 2014 | $8.2M | $2.4M | $5.8M | 20 | 300 |
| Apr 2014 | $8.2M | $2.4M | $5.8M | 20 | 300 |
| Mar 2014 | $1.8M | $1.6M | $233.4K | 21 | 300 |
| Sep 2013 | $1.8M | $1.6M | $233.4K | 21 | 300 |
| Jul 2013 | $1.8M | $1.6M | $233.4K | 21 | 300 |
| Apr 2013 | $1.8M | $1.6M | $233.4K | 21 | 300 |
| Jan 2013 | $0 | $0 | $0 | 25 | 1 |
| Oct 2012 | $0 | $0 | $0 | -- | 1 |
| Jul 2012 | $0 | $0 | $0 | -- | 1 |
| Jun 2012 | $0 | $0 | $0 | -- | 1 |
| Jan 2012 | $0 | $0 | $0 | -- | 1 |
| Nov 2011 | $0 | $0 | $0 | -- | 0 |
DateDec 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$419K
Employees38
Clients1,000
DateSep 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$419K
Employees38
Clients1,000
DateSep 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$419K
Employees38
Clients1,000
DateSep 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$419K
Employees39
Clients1,000
DateAug 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$419K
Employees40
Clients1,000
DateJul 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$419K
Employees41
Clients1,000
DateMay 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$419K
Employees41
Clients1,000
DateApr 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$419K
Employees41
Clients1,000
DateApr 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$419K
Employees40
Clients1,000
DateApr 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$419K
Employees40
Clients1,000
DateApr 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$419K
Employees42
Clients1,000
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$419K
Employees42
Clients1,000
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$419K
Employees42
Clients1,000
DateDec 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$14.2M
Employees42
Clients1,000
DateOct 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$14.2M
Employees42
Clients1,000
DateAug 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$14.2M
Employees42
Clients1,000
DateJul 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$14.2M
Employees42
Clients1,000
DateMay 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$14.2M
Employees41
Clients1,000
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$14.2M
Employees41
Clients1,000
DateFeb 2024
Total AUM$724.5M
Discretionary$706.4M
Non-Disc.$18.1M
Employees41
Clients1,000
DateJan 2024
Total AUM$724.5M
Discretionary$706.4M
Non-Disc.$18.1M
Employees41
Clients1,000
DateDec 2023
Total AUM$724.5M
Discretionary$706.4M
Non-Disc.$18.1M
Employees45
Clients1,000
DateDec 2023
Total AUM$724.5M
Discretionary$706.4M
Non-Disc.$18.1M
Employees45
Clients1,000
DateNov 2023
Total AUM$724.5M
Discretionary$706.4M
Non-Disc.$18.1M
Employees45
Clients1,000
DateSep 2023
Total AUM$724.5M
Discretionary$706.4M
Non-Disc.$18.1M
Employees45
Clients1,000
DateAug 2023
Total AUM$724.5M
Discretionary$706.4M
Non-Disc.$18.1M
Employees47
Clients1,000
DateAug 2023
Total AUM$724.5M
Discretionary$706.4M
Non-Disc.$18.1M
Employees47
Clients1,000
DateJun 2023
Total AUM$724.5M
Discretionary$706.4M
Non-Disc.$18.1M
Employees48
Clients1,000
DateMay 2023
Total AUM$724.5M
Discretionary$706.4M
Non-Disc.$18.1M
Employees47
Clients1,000
DateMay 2023
Total AUM$724.5M
Discretionary$706.4M
Non-Disc.$18.1M
Employees48
Clients1,000
DateMay 2023
Total AUM$724.5M
Discretionary$706.4M
Non-Disc.$18.1M
Employees48
Clients1,000
DateApr 2023
Total AUM$724.5M
Discretionary$706.4M
Non-Disc.$18.1M
Employees48
Clients1,000
DateApr 2023
Total AUM$724.5M
Discretionary$706.4M
Non-Disc.$18.1M
Employees47
Clients1,000
DateMar 2023
Total AUM$724.5M
Discretionary$706.4M
Non-Disc.$18.1M
Employees46
Clients1,000
DateFeb 2023
Total AUM$724.5M
Discretionary$706.4M
Non-Disc.$18.1M
Employees45
Clients1,000
DateFeb 2023
Total AUM$724.5M
Discretionary$706.4M
Non-Disc.$18.1M
Employees46
Clients1,000
DateDec 2022
Total AUM$551.1M
Discretionary$535.6M
Non-Disc.$15.5M
Employees46
Clients1,000
DateDec 2022
Total AUM$551.1M
Discretionary$535.6M
Non-Disc.$15.5M
Employees47
Clients1,000
DateOct 2022
Total AUM$551.1M
Discretionary$535.6M
Non-Disc.$15.5M
Employees47
Clients1,000
DateSep 2022
Total AUM$551.1M
Discretionary$535.6M
Non-Disc.$15.5M
Employees47
Clients1,000
DateSep 2022
Total AUM$551.1M
Discretionary$535.6M
Non-Disc.$15.5M
Employees47
Clients1,000
DateAug 2022
Total AUM$551.1M
Discretionary$535.6M
Non-Disc.$15.5M
Employees46
Clients1,000
DateAug 2022
Total AUM$551.1M
Discretionary$535.6M
Non-Disc.$15.5M
Employees45
Clients1,000
DateAug 2022
Total AUM$551.1M
Discretionary$535.6M
Non-Disc.$15.5M
Employees44
Clients1,000
DateAug 2022
Total AUM$551.1M
Discretionary$535.6M
Non-Disc.$15.5M
Employees45
Clients1,000
DateJul 2022
Total AUM$551.1M
Discretionary$535.6M
Non-Disc.$15.5M
Employees45
Clients1,000
DateJun 2022
Total AUM$551.1M
Discretionary$535.6M
Non-Disc.$15.5M
Employees45
Clients1,000
DateApr 2022
Total AUM$551.1M
Discretionary$535.6M
Non-Disc.$15.5M
Employees46
Clients1,000
DateApr 2022
Total AUM$551.1M
Discretionary$535.6M
Non-Disc.$15.5M
Employees46
Clients1,000
DateFeb 2022
Total AUM$551.1M
Discretionary$535.6M
Non-Disc.$15.5M
Employees47
Clients1,000
DateFeb 2022
Total AUM$466.1M
Discretionary$435.5M
Non-Disc.$30.5M
Employees47
Clients600
DateJan 2022
Total AUM$466.1M
Discretionary$435.5M
Non-Disc.$30.5M
Employees49
Clients600
DateNov 2021
Total AUM$466.1M
Discretionary$435.5M
Non-Disc.$30.5M
Employees49
Clients600
DateOct 2021
Total AUM$466.1M
Discretionary$435.5M
Non-Disc.$30.5M
Employees50
Clients600
DateSep 2021
Total AUM$466.1M
Discretionary$435.5M
Non-Disc.$30.5M
Employees51
Clients600
DateAug 2021
Total AUM$466.1M
Discretionary$435.5M
Non-Disc.$30.5M
Employees49
Clients600
DateAug 2021
Total AUM$466.1M
Discretionary$435.5M
Non-Disc.$30.5M
Employees48
Clients600
DateAug 2021
Total AUM$466.1M
Discretionary$435.5M
Non-Disc.$30.5M
Employees49
Clients600
DateJul 2021
Total AUM$466.1M
Discretionary$435.5M
Non-Disc.$30.5M
Employees50
Clients600
DateJul 2021
Total AUM$466.1M
Discretionary$435.5M
Non-Disc.$30.5M
Employees48
Clients600
DateJun 2021
Total AUM$466.1M
Discretionary$435.5M
Non-Disc.$30.5M
Employees47
Clients600
DateMay 2021
Total AUM$466.1M
Discretionary$435.5M
Non-Disc.$30.5M
Employees46
Clients600
DateApr 2021
Total AUM$466.1M
Discretionary$435.5M
Non-Disc.$30.5M
Employees46
Clients600
DateApr 2021
Total AUM$466.1M
Discretionary$435.5M
Non-Disc.$30.5M
Employees46
Clients600
DateMar 2021
Total AUM$466.1M
Discretionary$435.5M
Non-Disc.$30.5M
Employees46
Clients600
DateMar 2021
Total AUM$466.1M
Discretionary$435.5M
Non-Disc.$30.5M
Employees44
Clients600
DateFeb 2021
Total AUM$273.4M
Discretionary$248.7M
Non-Disc.$24.7M
Employees44
Clients700
DateJan 2021
Total AUM$273.4M
Discretionary$248.7M
Non-Disc.$24.7M
Employees44
Clients700
DateNov 2020
Total AUM$273.4M
Discretionary$248.7M
Non-Disc.$24.7M
Employees45
Clients700
DateNov 2020
Total AUM$273.4M
Discretionary$248.7M
Non-Disc.$24.7M
Employees45
Clients700
DateJul 2020
Total AUM$273.4M
Discretionary$248.7M
Non-Disc.$24.7M
Employees47
Clients700
DateJun 2020
Total AUM$273.4M
Discretionary$248.7M
Non-Disc.$24.7M
Employees47
Clients700
DateJun 2020
Total AUM$273.4M
Discretionary$248.7M
Non-Disc.$24.7M
Employees47
Clients700
DateJun 2020
Total AUM$273.4M
Discretionary$248.7M
Non-Disc.$24.7M
Employees47
Clients700
DateMay 2020
Total AUM$273.4M
Discretionary$248.7M
Non-Disc.$24.7M
Employees45
Clients700
DateApr 2020
Total AUM$273.4M
Discretionary$248.7M
Non-Disc.$24.7M
Employees45
Clients700
DateMar 2020
Total AUM$273.4M
Discretionary$248.7M
Non-Disc.$24.7M
Employees44
Clients700
DateJan 2020
Total AUM$108.7M
Discretionary$85.8M
Non-Disc.$22.9M
Employees41
Clients700
DateDec 2019
Total AUM$108.7M
Discretionary$85.8M
Non-Disc.$22.9M
Employees41
Clients700
DateDec 2019
Total AUM$108.7M
Discretionary$85.8M
Non-Disc.$22.9M
Employees40
Clients700
DateDec 2019
Total AUM$108.7M
Discretionary$85.8M
Non-Disc.$22.9M
Employees39
Clients700
DateNov 2019
Total AUM$108.7M
Discretionary$85.8M
Non-Disc.$22.9M
Employees39
Clients700
DateOct 2019
Total AUM$108.7M
Discretionary$85.8M
Non-Disc.$22.9M
Employees41
Clients700
DateOct 2019
Total AUM$108.7M
Discretionary$85.8M
Non-Disc.$22.9M
Employees42
Clients700
DateOct 2019
Total AUM$108.7M
Discretionary$85.8M
Non-Disc.$22.9M
Employees42
Clients700
DateSep 2019
Total AUM$108.7M
Discretionary$85.8M
Non-Disc.$22.9M
Employees41
Clients700
DateAug 2019
Total AUM$108.7M
Discretionary$85.8M
Non-Disc.$22.9M
Employees41
Clients700
DateAug 2019
Total AUM$108.7M
Discretionary$85.8M
Non-Disc.$22.9M
Employees41
Clients700
DateJul 2019
Total AUM$108.7M
Discretionary$85.8M
Non-Disc.$22.9M
Employees41
Clients700
DateJul 2019
Total AUM$108.7M
Discretionary$85.8M
Non-Disc.$22.9M
Employees41
Clients700
DateJun 2019
Total AUM$108.7M
Discretionary$85.8M
Non-Disc.$22.9M
Employees41
Clients700
DateJun 2019
Total AUM$108.7M
Discretionary$85.8M
Non-Disc.$22.9M
Employees41
Clients700
DateJun 2019
Total AUM$108.7M
Discretionary$85.8M
Non-Disc.$22.9M
Employees40
Clients700
DateMay 2019
Total AUM$108.7M
Discretionary$85.8M
Non-Disc.$22.9M
Employees40
Clients700
DateMay 2019
Total AUM$108.7M
Discretionary$85.8M
Non-Disc.$22.9M
Employees39
Clients700
DateApr 2019
Total AUM$108.7M
Discretionary$85.8M
Non-Disc.$22.9M
Employees38
Clients700
DateMar 2019
Total AUM$108.7M
Discretionary$85.8M
Non-Disc.$22.9M
Employees38
Clients700
DateFeb 2019
Total AUM$108.7M
Discretionary$85.8M
Non-Disc.$22.9M
Employees38
Clients700
DateJan 2019
Total AUM$64.4M
Discretionary$43.8M
Non-Disc.$20.5M
Employees37
Clients601
DateJan 2019
Total AUM$64.4M
Discretionary$43.8M
Non-Disc.$20.5M
Employees37
Clients601
DateJan 2019
Total AUM$64.4M
Discretionary$43.8M
Non-Disc.$20.5M
Employees37
Clients601
DateNov 2018
Total AUM$64.4M
Discretionary$43.8M
Non-Disc.$20.5M
Employees35
Clients601
DateOct 2018
Total AUM$64.4M
Discretionary$43.8M
Non-Disc.$20.5M
Employees33
Clients601
DateAug 2018
Total AUM$64.4M
Discretionary$43.8M
Non-Disc.$20.5M
Employees31
Clients601
DateJun 2018
Total AUM$64.4M
Discretionary$43.8M
Non-Disc.$20.5M
Employees31
Clients601
DateJun 2018
Total AUM$64.4M
Discretionary$43.8M
Non-Disc.$20.5M
Employees30
Clients601
DateMar 2018
Total AUM$64.4M
Discretionary$43.8M
Non-Disc.$20.5M
Employees26
Clients601
DateSep 2017
Total AUM$75.4M
Discretionary$31.1M
Non-Disc.$44.4M
Employees24
Clients500
DateSep 2017
Total AUM$75.4M
Discretionary$31.1M
Non-Disc.$44.4M
Employees24
Clients500
DateMar 2017
Total AUM$75.4M
Discretionary$31.1M
Non-Disc.$44.4M
Employees24
Clients500
DateMay 2016
Total AUM$41.3M
Discretionary$23.6M
Non-Disc.$17.8M
Employees24
Clients400
DateMar 2016
Total AUM$41.3M
Discretionary$23.6M
Non-Disc.$17.8M
Employees24
Clients400
DateNov 2015
Total AUM$23.7M
Discretionary$15.2M
Non-Disc.$8.6M
Employees19
Clients400
DateMar 2015
Total AUM$23.7M
Discretionary$15.2M
Non-Disc.$8.6M
Employees19
Clients400
DateNov 2014
Total AUM$8.2M
Discretionary$2.4M
Non-Disc.$5.8M
Employees20
Clients300
DateSep 2014
Total AUM$8.2M
Discretionary$2.4M
Non-Disc.$5.8M
Employees20
Clients300
DateJul 2014
Total AUM$8.2M
Discretionary$2.4M
Non-Disc.$5.8M
Employees20
Clients300
DateMay 2014
Total AUM$8.2M
Discretionary$2.4M
Non-Disc.$5.8M
Employees20
Clients300
DateMay 2014
Total AUM$8.2M
Discretionary$2.4M
Non-Disc.$5.8M
Employees20
Clients300
DateApr 2014
Total AUM$8.2M
Discretionary$2.4M
Non-Disc.$5.8M
Employees20
Clients300
DateMar 2014
Total AUM$1.8M
Discretionary$1.6M
Non-Disc.$233.4K
Employees21
Clients300
DateSep 2013
Total AUM$1.8M
Discretionary$1.6M
Non-Disc.$233.4K
Employees21
Clients300
DateJul 2013
Total AUM$1.8M
Discretionary$1.6M
Non-Disc.$233.4K
Employees21
Clients300
DateApr 2013
Total AUM$1.8M
Discretionary$1.6M
Non-Disc.$233.4K
Employees21
Clients300
DateJan 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees25
Clients1
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients1
DateJul 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients1
DateJun 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients1
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients1
DateNov 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0