ROWLING AND ASSOCIATES ACCOUNTANCY CORPORATION
Legal name: ROWLING & ASSOCIATES
CRD #160864 SEC #801-73164 SAN DIEGO, CA 619-295-0200
SEC Registered
Total AUM
$418.9M
Discretionary
$388.8M
Employees
15
Clients
26
Accounts
1,024
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $418.9M | $388.8M | $30.1M | 15 | 0 |
| Mar 2020 | $418.9M | $388.8M | $30.1M | 15 | 0 |
| Mar 2019 | $354M | $326.3M | $27.7M | 15 | 4 |
| Mar 2018 | $340.9M | $336M | $4.9M | 13 | 7 |
| Mar 2017 | $282.3M | $280.4M | $1.9M | 12 | 300 |
| Jan 2017 | $247.1M | $244.1M | $3M | 10 | 300 |
| Mar 2016 | $247.1M | $244.1M | $3M | 10 | 300 |
| Mar 2015 | $261.1M | $258.9M | $2.3M | 8 | 300 |
| Mar 2014 | $284.2M | $280M | $4.1M | 8 | 300 |
| Oct 2013 | $251.6M | $251.6M | $0 | 8 | 300 |
| Mar 2013 | $251.6M | $251.6M | $0 | 8 | 300 |
| Jul 2012 | $226.5M | $226.5M | $0 | -- | 300 |
| Jun 2012 | $226.5M | $226.5M | $0 | -- | 300 |
| May 2012 | $226.5M | $226.5M | $0 | -- | 700 |
| Feb 2012 | $0 | $0 | $0 | -- | 0 |
| Feb 2012 | $0 | $0 | $0 | -- | 0 |
DateJun 2020
Total AUM$418.9M
Discretionary$388.8M
Non-Disc.$30.1M
Employees15
Clients0
DateMar 2020
Total AUM$418.9M
Discretionary$388.8M
Non-Disc.$30.1M
Employees15
Clients0
DateMar 2019
Total AUM$354M
Discretionary$326.3M
Non-Disc.$27.7M
Employees15
Clients4
DateMar 2018
Total AUM$340.9M
Discretionary$336M
Non-Disc.$4.9M
Employees13
Clients7
DateMar 2017
Total AUM$282.3M
Discretionary$280.4M
Non-Disc.$1.9M
Employees12
Clients300
DateJan 2017
Total AUM$247.1M
Discretionary$244.1M
Non-Disc.$3M
Employees10
Clients300
DateMar 2016
Total AUM$247.1M
Discretionary$244.1M
Non-Disc.$3M
Employees10
Clients300
DateMar 2015
Total AUM$261.1M
Discretionary$258.9M
Non-Disc.$2.3M
Employees8
Clients300
DateMar 2014
Total AUM$284.2M
Discretionary$280M
Non-Disc.$4.1M
Employees8
Clients300
DateOct 2013
Total AUM$251.6M
Discretionary$251.6M
Non-Disc.$0
Employees8
Clients300
DateMar 2013
Total AUM$251.6M
Discretionary$251.6M
Non-Disc.$0
Employees8
Clients300
DateJul 2012
Total AUM$226.5M
Discretionary$226.5M
Non-Disc.$0
Employees--
Clients300
DateJun 2012
Total AUM$226.5M
Discretionary$226.5M
Non-Disc.$0
Employees--
Clients300
DateMay 2012
Total AUM$226.5M
Discretionary$226.5M
Non-Disc.$0
Employees--
Clients700
DateFeb 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateFeb 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0