ADVISOR RESOURCE COUNCIL
CRD #164109 SEC #801-76667 DALLAS, TX (972) 421-1360
SEC Registered
Total AUM
$3B
Discretionary
$2.9B
Employees
123
Clients
51
Accounts
11,622
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $3B | $2.9B | $106.7M | 123 | 13 |
| Nov 2025 | $3B | $2.9B | $106.7M | 123 | 13 |
| Oct 2025 | $3B | $2.9B | $106.7M | 123 | 13 |
| Sep 2025 | $3B | $2.9B | $106.7M | 123 | 13 |
| Sep 2025 | $3B | $2.9B | $106.7M | 123 | 13 |
| May 2025 | $3B | $2.9B | $106.7M | 123 | 13 |
| Apr 2025 | $3B | $2.9B | $106.7M | 123 | 13 |
| Mar 2025 | $3B | $2.9B | $106.7M | 123 | 13 |
| Feb 2025 | $2.5B | $2.2B | $236.3M | 123 | 11 |
| Nov 2024 | $2.5B | $2.2B | $236.3M | 123 | 11 |
| Oct 2024 | $2.5B | $2.2B | $236.3M | 123 | 11 |
| Oct 2024 | $2.5B | $2.2B | $236.3M | 123 | 11 |
| Sep 2024 | $2.5B | $2.2B | $236.3M | 123 | 11 |
| Sep 2024 | $2.5B | $2.2B | $236.3M | 123 | 11 |
| Jul 2024 | $2.5B | $2.2B | $236.3M | 123 | 11 |
| Jul 2024 | $2.5B | $2.2B | $236.3M | 123 | 11 |
| Jun 2024 | $2.5B | $2.2B | $236.3M | 123 | 11 |
| Jun 2024 | $2.5B | $2.2B | $236.3M | 123 | 11 |
| May 2024 | $2.5B | $2.2B | $236.3M | 123 | 11 |
| Apr 2024 | $2.5B | $2.2B | $236.3M | 123 | 11 |
| Mar 2024 | $2.5B | $2.2B | $236.3M | 123 | 11 |
| Oct 2023 | $2.3B | $2.3B | $51.7M | 134 | 11 |
| Sep 2023 | $2.3B | $2.3B | $51.7M | 134 | 11 |
| Sep 2023 | $2.3B | $2.3B | $51.7M | 134 | 11 |
| Jul 2023 | $2.3B | $2.3B | $51.7M | 134 | 11 |
| Jul 2023 | $2.3B | $2.3B | $51.7M | 134 | 11 |
| Jun 2023 | $2.3B | $2.3B | $51.7M | 134 | 11 |
| Mar 2023 | $2.3B | $2.3B | $51.7M | 134 | 11 |
| Mar 2023 | $2.7B | $2.3B | $379.7M | 146 | 22 |
| Dec 2022 | $2.7B | $2.3B | $379.7M | 146 | 22 |
| Dec 2022 | $2.7B | $2.3B | $379.7M | 146 | 22 |
| Dec 2022 | $2.7B | $2.3B | $379.7M | 146 | 22 |
| Sep 2022 | $2.7B | $2.3B | $379.7M | 146 | 22 |
| Aug 2022 | $2.7B | $2.3B | $379.7M | 146 | 22 |
| Jul 2022 | $2.7B | $2.3B | $379.7M | 146 | 22 |
| Jul 2022 | $2.7B | $2.3B | $379.7M | 146 | 22 |
| Mar 2022 | $2.7B | $2.3B | $379.7M | 146 | 22 |
| Jan 2022 | $2.1B | $2B | $157.4M | 121 | 44 |
| Oct 2021 | $2.1B | $2B | $157.4M | 121 | 44 |
| Aug 2021 | $2.1B | $2B | $157.4M | 121 | 44 |
| Aug 2021 | $2.1B | $2B | $157.4M | 121 | 44 |
| Jul 2021 | $2.1B | $2B | $157.4M | 121 | 44 |
| Jul 2021 | $2.1B | $2B | $157.4M | 121 | 44 |
| Jun 2021 | $2.1B | $2B | $157.4M | 121 | 44 |
| Jun 2021 | $2.1B | $2B | $157.4M | 121 | 44 |
| May 2021 | $2.1B | $2B | $157.4M | 121 | 44 |
| Apr 2021 | $2.1B | $2B | $157.4M | 121 | 44 |
| Mar 2021 | $2.1B | $2B | $157.4M | 121 | 44 |
| Jan 2021 | $1.7B | $1.7B | $43.1M | 124 | 16 |
| Nov 2020 | $1.7B | $1.7B | $43.1M | 124 | 16 |
| Nov 2020 | $1.7B | $1.7B | $43.1M | 124 | 16 |
| Oct 2020 | $1.7B | $1.7B | $43.1M | 124 | 16 |
| May 2020 | $1.7B | $1.7B | $43.1M | 124 | 16 |
| Mar 2020 | $1.7B | $1.7B | $43.1M | 124 | 16 |
| Jan 2020 | $1.2B | $1.1B | $114.4M | 116 | 12 |
| Jan 2020 | $1.2B | $1.1B | $114.4M | 116 | 12 |
| Jan 2020 | $1.2B | $1.1B | $114.4M | 116 | 12 |
| Jan 2020 | $1.2B | $1.1B | $114.4M | 116 | 12 |
| Nov 2019 | $1.2B | $1.1B | $114.4M | 116 | 12 |
| Oct 2019 | $1.2B | $1.1B | $114.4M | 116 | 12 |
| Sep 2019 | $1.2B | $1.1B | $114.4M | 116 | 12 |
| Jul 2019 | $1.2B | $1.1B | $114.4M | 116 | 12 |
| Jul 2019 | $1.2B | $1.1B | $114.4M | 116 | 12 |
| Jun 2019 | $1.2B | $1.1B | $114.4M | 116 | 12 |
| May 2019 | $1.2B | $1.1B | $114.4M | 116 | 12 |
| May 2019 | $1.2B | $1.1B | $114.4M | 116 | 12 |
| Apr 2019 | $1.2B | $1.1B | $114.4M | 116 | 12 |
| Mar 2019 | $1.2B | $1.1B | $114.4M | 116 | 12 |
| Jan 2019 | $900M | $853.4M | $46.7M | 92 | 0 |
| Nov 2018 | $900M | $853.4M | $46.7M | 92 | 0 |
| Oct 2018 | $900M | $853.4M | $46.7M | 92 | 0 |
| Oct 2018 | $900M | $853.4M | $46.7M | 92 | 0 |
| Sep 2018 | $900M | $853.4M | $46.7M | 92 | 0 |
| Sep 2018 | $900M | $853.4M | $46.7M | 92 | 0 |
| Aug 2018 | $900M | $853.4M | $46.7M | 92 | 0 |
| Aug 2018 | $900M | $853.4M | $46.7M | 92 | 0 |
| Jul 2018 | $900M | $853.4M | $46.7M | 92 | 0 |
| Jun 2018 | $900M | $853.4M | $46.7M | 92 | 0 |
| May 2018 | $900M | $853.4M | $46.7M | 92 | 0 |
| Apr 2018 | $900M | $853.4M | $46.7M | 92 | 0 |
| Apr 2018 | $900M | $853.4M | $46.7M | 92 | 0 |
| Apr 2018 | $900M | $853.4M | $46.7M | 92 | 0 |
| Mar 2018 | $900M | $853.4M | $46.7M | 92 | 0 |
| Jan 2018 | $730M | $705.1M | $24.9M | 69 | 27 |
| Dec 2017 | $730M | $705.1M | $24.9M | 69 | 27 |
| Nov 2017 | $730M | $705.1M | $24.9M | 69 | 27 |
| Nov 2017 | $730M | $705.1M | $24.9M | 69 | 27 |
| Jul 2017 | $730M | $705.1M | $24.9M | 69 | 3,000 |
| May 2017 | $730M | $705.1M | $24.9M | 69 | 3,000 |
| Apr 2017 | $730M | $705.1M | $24.9M | 69 | 3,000 |
| Apr 2017 | $730M | $705.1M | $24.9M | 69 | 3,000 |
| Feb 2017 | $730M | $705.1M | $24.9M | 69 | 3,000 |
| Nov 2016 | $600M | $600M | $0 | 65 | 2,000 |
| Oct 2016 | $600M | $600M | $0 | 65 | 2,000 |
| Sep 2016 | $600M | $600M | $0 | 65 | 2,000 |
| Aug 2016 | $600M | $600M | $0 | 65 | 2,000 |
| Jun 2016 | $600M | $600M | $0 | 65 | 2,000 |
| Jun 2016 | $600M | $600M | $0 | 65 | 2,000 |
| Apr 2016 | $600M | $600M | $0 | 65 | 2,000 |
| Mar 2016 | $600M | $600M | $0 | 65 | 2,000 |
| Feb 2016 | $600M | $600M | $0 | 65 | 2,000 |
| Oct 2015 | $513.5M | $513.5M | $0 | 61 | 2,000 |
| Oct 2015 | $513.5M | $513.5M | $0 | 61 | 2,000 |
| Sep 2015 | $513.5M | $513.5M | $0 | 61 | 2,000 |
| Jul 2015 | $513.5M | $513.5M | $0 | 61 | 2,000 |
| Jul 2015 | $513.5M | $513.5M | $0 | 61 | 2,000 |
| Jun 2015 | $513.5M | $513.5M | $0 | 61 | 2,000 |
| May 2015 | $513.5M | $513.5M | $0 | 61 | 2,000 |
| Apr 2015 | $513.5M | $513.5M | $0 | 61 | 2,000 |
| Feb 2015 | $513.5M | $513.5M | $0 | 61 | 2,000 |
| Sep 2014 | $480.8M | $480.8M | $0 | 48 | 1,000 |
| Aug 2014 | $480.8M | $480.8M | $0 | 48 | 1,000 |
| Aug 2014 | $480.8M | $480.8M | $0 | 48 | 1,000 |
| May 2014 | $480.8M | $480.8M | $0 | 48 | 1,000 |
| Apr 2014 | $480.8M | $480.8M | $0 | 48 | 1,000 |
| Feb 2014 | $480.8M | $480.8M | $0 | 48 | 1,000 |
| Jan 2013 | $105.2M | $105.2M | $0 | 22 | 400 |
| Jan 2013 | $50.5M | $34.6M | $15.9M | 34 | 0 |
| Sep 2012 | $50.5M | $34.6M | $15.9M | -- | 0 |
| Jun 2012 | $0 | $0 | $0 | -- | 0 |
| May 2012 | $0 | $0 | $0 | -- | 0 |
DateNov 2025
Total AUM$3B
Discretionary$2.9B
Non-Disc.$106.7M
Employees123
Clients13
DateNov 2025
Total AUM$3B
Discretionary$2.9B
Non-Disc.$106.7M
Employees123
Clients13
DateOct 2025
Total AUM$3B
Discretionary$2.9B
Non-Disc.$106.7M
Employees123
Clients13
DateSep 2025
Total AUM$3B
Discretionary$2.9B
Non-Disc.$106.7M
Employees123
Clients13
DateSep 2025
Total AUM$3B
Discretionary$2.9B
Non-Disc.$106.7M
Employees123
Clients13
DateMay 2025
Total AUM$3B
Discretionary$2.9B
Non-Disc.$106.7M
Employees123
Clients13
DateApr 2025
Total AUM$3B
Discretionary$2.9B
Non-Disc.$106.7M
Employees123
Clients13
DateMar 2025
Total AUM$3B
Discretionary$2.9B
Non-Disc.$106.7M
Employees123
Clients13
DateFeb 2025
Total AUM$2.5B
Discretionary$2.2B
Non-Disc.$236.3M
Employees123
Clients11
DateNov 2024
Total AUM$2.5B
Discretionary$2.2B
Non-Disc.$236.3M
Employees123
Clients11
DateOct 2024
Total AUM$2.5B
Discretionary$2.2B
Non-Disc.$236.3M
Employees123
Clients11
DateOct 2024
Total AUM$2.5B
Discretionary$2.2B
Non-Disc.$236.3M
Employees123
Clients11
DateSep 2024
Total AUM$2.5B
Discretionary$2.2B
Non-Disc.$236.3M
Employees123
Clients11
DateSep 2024
Total AUM$2.5B
Discretionary$2.2B
Non-Disc.$236.3M
Employees123
Clients11
DateJul 2024
Total AUM$2.5B
Discretionary$2.2B
Non-Disc.$236.3M
Employees123
Clients11
DateJul 2024
Total AUM$2.5B
Discretionary$2.2B
Non-Disc.$236.3M
Employees123
Clients11
DateJun 2024
Total AUM$2.5B
Discretionary$2.2B
Non-Disc.$236.3M
Employees123
Clients11
DateJun 2024
Total AUM$2.5B
Discretionary$2.2B
Non-Disc.$236.3M
Employees123
Clients11
DateMay 2024
Total AUM$2.5B
Discretionary$2.2B
Non-Disc.$236.3M
Employees123
Clients11
DateApr 2024
Total AUM$2.5B
Discretionary$2.2B
Non-Disc.$236.3M
Employees123
Clients11
DateMar 2024
Total AUM$2.5B
Discretionary$2.2B
Non-Disc.$236.3M
Employees123
Clients11
DateOct 2023
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$51.7M
Employees134
Clients11
DateSep 2023
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$51.7M
Employees134
Clients11
DateSep 2023
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$51.7M
Employees134
Clients11
DateJul 2023
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$51.7M
Employees134
Clients11
DateJul 2023
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$51.7M
Employees134
Clients11
DateJun 2023
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$51.7M
Employees134
Clients11
DateMar 2023
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$51.7M
Employees134
Clients11
DateMar 2023
Total AUM$2.7B
Discretionary$2.3B
Non-Disc.$379.7M
Employees146
Clients22
DateDec 2022
Total AUM$2.7B
Discretionary$2.3B
Non-Disc.$379.7M
Employees146
Clients22
DateDec 2022
Total AUM$2.7B
Discretionary$2.3B
Non-Disc.$379.7M
Employees146
Clients22
DateDec 2022
Total AUM$2.7B
Discretionary$2.3B
Non-Disc.$379.7M
Employees146
Clients22
DateSep 2022
Total AUM$2.7B
Discretionary$2.3B
Non-Disc.$379.7M
Employees146
Clients22
DateAug 2022
Total AUM$2.7B
Discretionary$2.3B
Non-Disc.$379.7M
Employees146
Clients22
DateJul 2022
Total AUM$2.7B
Discretionary$2.3B
Non-Disc.$379.7M
Employees146
Clients22
DateJul 2022
Total AUM$2.7B
Discretionary$2.3B
Non-Disc.$379.7M
Employees146
Clients22
DateMar 2022
Total AUM$2.7B
Discretionary$2.3B
Non-Disc.$379.7M
Employees146
Clients22
DateJan 2022
Total AUM$2.1B
Discretionary$2B
Non-Disc.$157.4M
Employees121
Clients44
DateOct 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$157.4M
Employees121
Clients44
DateAug 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$157.4M
Employees121
Clients44
DateAug 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$157.4M
Employees121
Clients44
DateJul 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$157.4M
Employees121
Clients44
DateJul 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$157.4M
Employees121
Clients44
DateJun 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$157.4M
Employees121
Clients44
DateJun 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$157.4M
Employees121
Clients44
DateMay 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$157.4M
Employees121
Clients44
DateApr 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$157.4M
Employees121
Clients44
DateMar 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$157.4M
Employees121
Clients44
DateJan 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$43.1M
Employees124
Clients16
DateNov 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$43.1M
Employees124
Clients16
DateNov 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$43.1M
Employees124
Clients16
DateOct 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$43.1M
Employees124
Clients16
DateMay 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$43.1M
Employees124
Clients16
DateMar 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$43.1M
Employees124
Clients16
DateJan 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$114.4M
Employees116
Clients12
DateJan 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$114.4M
Employees116
Clients12
DateJan 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$114.4M
Employees116
Clients12
DateJan 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$114.4M
Employees116
Clients12
DateNov 2019
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$114.4M
Employees116
Clients12
DateOct 2019
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$114.4M
Employees116
Clients12
DateSep 2019
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$114.4M
Employees116
Clients12
DateJul 2019
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$114.4M
Employees116
Clients12
DateJul 2019
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$114.4M
Employees116
Clients12
DateJun 2019
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$114.4M
Employees116
Clients12
DateMay 2019
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$114.4M
Employees116
Clients12
DateMay 2019
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$114.4M
Employees116
Clients12
DateApr 2019
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$114.4M
Employees116
Clients12
DateMar 2019
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$114.4M
Employees116
Clients12
DateJan 2019
Total AUM$900M
Discretionary$853.4M
Non-Disc.$46.7M
Employees92
Clients0
DateNov 2018
Total AUM$900M
Discretionary$853.4M
Non-Disc.$46.7M
Employees92
Clients0
DateOct 2018
Total AUM$900M
Discretionary$853.4M
Non-Disc.$46.7M
Employees92
Clients0
DateOct 2018
Total AUM$900M
Discretionary$853.4M
Non-Disc.$46.7M
Employees92
Clients0
DateSep 2018
Total AUM$900M
Discretionary$853.4M
Non-Disc.$46.7M
Employees92
Clients0
DateSep 2018
Total AUM$900M
Discretionary$853.4M
Non-Disc.$46.7M
Employees92
Clients0
DateAug 2018
Total AUM$900M
Discretionary$853.4M
Non-Disc.$46.7M
Employees92
Clients0
DateAug 2018
Total AUM$900M
Discretionary$853.4M
Non-Disc.$46.7M
Employees92
Clients0
DateJul 2018
Total AUM$900M
Discretionary$853.4M
Non-Disc.$46.7M
Employees92
Clients0
DateJun 2018
Total AUM$900M
Discretionary$853.4M
Non-Disc.$46.7M
Employees92
Clients0
DateMay 2018
Total AUM$900M
Discretionary$853.4M
Non-Disc.$46.7M
Employees92
Clients0
DateApr 2018
Total AUM$900M
Discretionary$853.4M
Non-Disc.$46.7M
Employees92
Clients0
DateApr 2018
Total AUM$900M
Discretionary$853.4M
Non-Disc.$46.7M
Employees92
Clients0
DateApr 2018
Total AUM$900M
Discretionary$853.4M
Non-Disc.$46.7M
Employees92
Clients0
DateMar 2018
Total AUM$900M
Discretionary$853.4M
Non-Disc.$46.7M
Employees92
Clients0
DateJan 2018
Total AUM$730M
Discretionary$705.1M
Non-Disc.$24.9M
Employees69
Clients27
DateDec 2017
Total AUM$730M
Discretionary$705.1M
Non-Disc.$24.9M
Employees69
Clients27
DateNov 2017
Total AUM$730M
Discretionary$705.1M
Non-Disc.$24.9M
Employees69
Clients27
DateNov 2017
Total AUM$730M
Discretionary$705.1M
Non-Disc.$24.9M
Employees69
Clients27
DateJul 2017
Total AUM$730M
Discretionary$705.1M
Non-Disc.$24.9M
Employees69
Clients3,000
DateMay 2017
Total AUM$730M
Discretionary$705.1M
Non-Disc.$24.9M
Employees69
Clients3,000
DateApr 2017
Total AUM$730M
Discretionary$705.1M
Non-Disc.$24.9M
Employees69
Clients3,000
DateApr 2017
Total AUM$730M
Discretionary$705.1M
Non-Disc.$24.9M
Employees69
Clients3,000
DateFeb 2017
Total AUM$730M
Discretionary$705.1M
Non-Disc.$24.9M
Employees69
Clients3,000
DateNov 2016
Total AUM$600M
Discretionary$600M
Non-Disc.$0
Employees65
Clients2,000
DateOct 2016
Total AUM$600M
Discretionary$600M
Non-Disc.$0
Employees65
Clients2,000
DateSep 2016
Total AUM$600M
Discretionary$600M
Non-Disc.$0
Employees65
Clients2,000
DateAug 2016
Total AUM$600M
Discretionary$600M
Non-Disc.$0
Employees65
Clients2,000
DateJun 2016
Total AUM$600M
Discretionary$600M
Non-Disc.$0
Employees65
Clients2,000
DateJun 2016
Total AUM$600M
Discretionary$600M
Non-Disc.$0
Employees65
Clients2,000
DateApr 2016
Total AUM$600M
Discretionary$600M
Non-Disc.$0
Employees65
Clients2,000
DateMar 2016
Total AUM$600M
Discretionary$600M
Non-Disc.$0
Employees65
Clients2,000
DateFeb 2016
Total AUM$600M
Discretionary$600M
Non-Disc.$0
Employees65
Clients2,000
DateOct 2015
Total AUM$513.5M
Discretionary$513.5M
Non-Disc.$0
Employees61
Clients2,000
DateOct 2015
Total AUM$513.5M
Discretionary$513.5M
Non-Disc.$0
Employees61
Clients2,000
DateSep 2015
Total AUM$513.5M
Discretionary$513.5M
Non-Disc.$0
Employees61
Clients2,000
DateJul 2015
Total AUM$513.5M
Discretionary$513.5M
Non-Disc.$0
Employees61
Clients2,000
DateJul 2015
Total AUM$513.5M
Discretionary$513.5M
Non-Disc.$0
Employees61
Clients2,000
DateJun 2015
Total AUM$513.5M
Discretionary$513.5M
Non-Disc.$0
Employees61
Clients2,000
DateMay 2015
Total AUM$513.5M
Discretionary$513.5M
Non-Disc.$0
Employees61
Clients2,000
DateApr 2015
Total AUM$513.5M
Discretionary$513.5M
Non-Disc.$0
Employees61
Clients2,000
DateFeb 2015
Total AUM$513.5M
Discretionary$513.5M
Non-Disc.$0
Employees61
Clients2,000
DateSep 2014
Total AUM$480.8M
Discretionary$480.8M
Non-Disc.$0
Employees48
Clients1,000
DateAug 2014
Total AUM$480.8M
Discretionary$480.8M
Non-Disc.$0
Employees48
Clients1,000
DateAug 2014
Total AUM$480.8M
Discretionary$480.8M
Non-Disc.$0
Employees48
Clients1,000
DateMay 2014
Total AUM$480.8M
Discretionary$480.8M
Non-Disc.$0
Employees48
Clients1,000
DateApr 2014
Total AUM$480.8M
Discretionary$480.8M
Non-Disc.$0
Employees48
Clients1,000
DateFeb 2014
Total AUM$480.8M
Discretionary$480.8M
Non-Disc.$0
Employees48
Clients1,000
DateJan 2013
Total AUM$105.2M
Discretionary$105.2M
Non-Disc.$0
Employees22
Clients400
DateJan 2013
Total AUM$50.5M
Discretionary$34.6M
Non-Disc.$15.9M
Employees34
Clients0
DateSep 2012
Total AUM$50.5M
Discretionary$34.6M
Non-Disc.$15.9M
Employees--
Clients0
DateJun 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateMay 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0