BPM ADVISORS, INC.
CRD #164441 SEC #801-76826 PALO ALTO, CA 650-855-6800
SEC Registered
Total AUM
$1.6M
Discretionary
$1.6M
Employees
2
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2017 | $1.6M | $1.6M | $0 | 2 | 100 |
| May 2017 | $1.6M | $1.6M | $0 | 3 | 100 |
| Jan 2017 | $1.6M | $1.6M | $0 | 4 | 100 |
| Dec 2016 | $1B | $25.4M | $999M | 5 | 100 |
| Nov 2016 | $1B | $25.4M | $999M | 5 | 100 |
| Aug 2016 | $1B | $25.4M | $999M | 4 | 100 |
| Aug 2016 | $1B | $25.4M | $999M | 3 | 100 |
| Mar 2016 | $1B | $25.4M | $999M | 4 | 100 |
| Sep 2015 | $1B | $71.4M | $975.2M | 6 | 300 |
| Jul 2015 | $1B | $71.4M | $975.2M | 6 | 300 |
| Jul 2015 | $1B | $71.4M | $975.2M | 6 | 300 |
| Jun 2015 | $1B | $71.4M | $975.2M | 6 | 300 |
| May 2015 | $1B | $71.4M | $975.2M | 6 | 300 |
| Apr 2015 | $1B | $71.4M | $975.2M | 6 | 300 |
| Apr 2015 | $1B | $71.4M | $975.2M | 6 | 300 |
| Jan 2015 | $906.1M | $17.6M | $888.5M | 6 | 100 |
| Jan 2015 | $906.1M | $17.6M | $888.5M | 6 | 100 |
| May 2014 | $906.1M | $17.6M | $888.5M | 6 | 100 |
DateAug 2017
Total AUM$1.6M
Discretionary$1.6M
Non-Disc.$0
Employees2
Clients100
DateMay 2017
Total AUM$1.6M
Discretionary$1.6M
Non-Disc.$0
Employees3
Clients100
DateJan 2017
Total AUM$1.6M
Discretionary$1.6M
Non-Disc.$0
Employees4
Clients100
DateDec 2016
Total AUM$1B
Discretionary$25.4M
Non-Disc.$999M
Employees5
Clients100
DateNov 2016
Total AUM$1B
Discretionary$25.4M
Non-Disc.$999M
Employees5
Clients100
DateAug 2016
Total AUM$1B
Discretionary$25.4M
Non-Disc.$999M
Employees4
Clients100
DateAug 2016
Total AUM$1B
Discretionary$25.4M
Non-Disc.$999M
Employees3
Clients100
DateMar 2016
Total AUM$1B
Discretionary$25.4M
Non-Disc.$999M
Employees4
Clients100
DateSep 2015
Total AUM$1B
Discretionary$71.4M
Non-Disc.$975.2M
Employees6
Clients300
DateJul 2015
Total AUM$1B
Discretionary$71.4M
Non-Disc.$975.2M
Employees6
Clients300
DateJul 2015
Total AUM$1B
Discretionary$71.4M
Non-Disc.$975.2M
Employees6
Clients300
DateJun 2015
Total AUM$1B
Discretionary$71.4M
Non-Disc.$975.2M
Employees6
Clients300
DateMay 2015
Total AUM$1B
Discretionary$71.4M
Non-Disc.$975.2M
Employees6
Clients300
DateApr 2015
Total AUM$1B
Discretionary$71.4M
Non-Disc.$975.2M
Employees6
Clients300
DateApr 2015
Total AUM$1B
Discretionary$71.4M
Non-Disc.$975.2M
Employees6
Clients300
DateJan 2015
Total AUM$906.1M
Discretionary$17.6M
Non-Disc.$888.5M
Employees6
Clients100
DateJan 2015
Total AUM$906.1M
Discretionary$17.6M
Non-Disc.$888.5M
Employees6
Clients100
DateMay 2014
Total AUM$906.1M
Discretionary$17.6M
Non-Disc.$888.5M
Employees6
Clients100