CORNERSTONE WEALTH MANAGEMENT, LLC
CRD #164666 SEC #801-76973 ST. PETERS, MO 636-397-6200
SEC Registered
Total AUM
$4.1B
Discretionary
$4.1B
Employees
139
Clients
1
Accounts
18,813
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $4.1B | $4.1B | $0 | 139 | 5 |
| Jun 2025 | $4.1B | $4.1B | $0 | 139 | 5 |
| Apr 2025 | $4.1B | $4.1B | $0 | 139 | 5 |
| Mar 2025 | $4.1B | $4.1B | $0 | 139 | 5 |
| Mar 2025 | $4.1B | $4.1B | $0 | 139 | 5 |
| Mar 2024 | $3.3B | $3.3B | $587 | 148 | 6 |
| Sep 2023 | $3.1B | $3.1B | $1.8K | 153 | 3 |
| May 2023 | $3.1B | $3.1B | $1.8K | 153 | 3 |
| Mar 2023 | $3.1B | $3.1B | $1.8K | 153 | 3 |
| Jan 2023 | $3B | $3B | $6.4K | 147 | 10 |
| Nov 2022 | $3B | $3B | $6.4K | 147 | 10 |
| Oct 2022 | $3B | $3B | $6.4K | 147 | 10 |
| Mar 2022 | $3B | $3B | $6.4K | 147 | 10 |
| May 2021 | $2.8B | $2.8B | $23.2K | 142 | 10 |
| Mar 2021 | $2.8B | $2.8B | $23.2K | 142 | 10 |
| Jan 2021 | $2.3B | $2.3B | $8.1M | 148 | 0 |
| Jan 2021 | $2.3B | $2.3B | $8.1M | 148 | 0 |
| Oct 2020 | $2.3B | $2.3B | $8.1M | 148 | 0 |
| Jul 2020 | $2.3B | $2.3B | $8.1M | 148 | 0 |
| Jun 2020 | $2.3B | $2.3B | $8.1M | 148 | 0 |
| May 2020 | $2.3B | $2.3B | $8.1M | 148 | 0 |
| May 2020 | $2.3B | $2.3B | $8.1M | 148 | 0 |
| Apr 2020 | $2.3B | $2.3B | $8.1M | 148 | 0 |
| Apr 2020 | $2.3B | $2.3B | $8.1M | 148 | 0 |
| Mar 2020 | $2.3B | $2.3B | $8.1M | 148 | 0 |
| Nov 2019 | $1.9B | $1.9B | $56.2M | 162 | 0 |
| Nov 2019 | $1.9B | $1.9B | $56.2M | 162 | 0 |
| Jun 2019 | $1.9B | $1.9B | $56.2M | 162 | 0 |
| Mar 2019 | $1.9B | $1.9B | $56.2M | 162 | 0 |
| Jan 2019 | $1.9B | $1.9B | $1.4M | 150 | 7,834 |
| Nov 2018 | $1.9B | $1.9B | $1.4M | 150 | 7,834 |
| Oct 2018 | $1.9B | $1.9B | $1.4M | 150 | 7,834 |
| Oct 2018 | $1.9B | $1.9B | $1.4M | 150 | 7,834 |
| Oct 2018 | $1.9B | $1.9B | $1.4M | 150 | 7,834 |
| Sep 2018 | $1.9B | $1.9B | $1.4M | 150 | 7,834 |
| Sep 2018 | $1.9B | $1.9B | $1.4M | 150 | 7,834 |
| Sep 2018 | $1.9B | $1.9B | $1.4M | 150 | 7,834 |
| Jul 2018 | $1.9B | $1.9B | $1.4M | 150 | 7,834 |
| Jul 2018 | $1.9B | $1.9B | $1.4M | 150 | 7,834 |
| Jun 2018 | $1.9B | $1.9B | $1.4M | 150 | 7,834 |
| Mar 2018 | $1.9B | $1.9B | $1.4M | 150 | 7,834 |
| Feb 2018 | $1.4B | $1.4B | $1.4M | 135 | 7,634 |
| Feb 2018 | $1.4B | $1.4B | $1.4M | 135 | 7,634 |
| Jan 2018 | $1.4B | $1.4B | $1.4M | 135 | 7,634 |
| Sep 2017 | $1.4B | $1.4B | $1.4M | 135 | 7,634 |
| Aug 2017 | $1.4B | $1.4B | $1.4M | 135 | 7,634 |
| Aug 2017 | $1.4B | $1.4B | $1.4M | 135 | 7,634 |
| Jul 2017 | $1.4B | $1.4B | $1.4M | 135 | 7,634 |
| Jul 2017 | $1.4B | $1.4B | $1.4M | 135 | 7,634 |
| Jul 2017 | $1.4B | $1.4B | $1.4M | 135 | 7,634 |
| Jun 2017 | $1.4B | $1.4B | $1.4M | 135 | 7,634 |
| Jun 2017 | $1.4B | $1.4B | $1.4M | 135 | 7,634 |
| May 2017 | $1.4B | $1.4B | $1.4M | 135 | 7,634 |
| May 2017 | $1.4B | $1.4B | $1.4M | 135 | 7,634 |
| May 2017 | $1.4B | $1.4B | $1.4M | 135 | 7,634 |
| Apr 2017 | $1.4B | $1.4B | $1.4M | 135 | 7,634 |
| Mar 2017 | $1.4B | $1.4B | $1.4M | 135 | 7,634 |
| Mar 2017 | $1.4B | $1.4B | $1.4M | 135 | 7,634 |
| Feb 2017 | $875.9M | $866.7M | $9.2M | 106 | 5,600 |
| Feb 2017 | $875.9M | $866.7M | $9.2M | 106 | 5,600 |
| Nov 2016 | $875.9M | $866.7M | $9.2M | 106 | 5,600 |
| Nov 2016 | $875.9M | $866.7M | $9.2M | 106 | 5,600 |
| Oct 2016 | $875.9M | $866.7M | $9.2M | 106 | 5,600 |
| Aug 2016 | $875.9M | $866.7M | $9.2M | 106 | 5,600 |
| Aug 2016 | $875.9M | $866.7M | $9.2M | 106 | 5,600 |
| Jul 2016 | $875.9M | $866.7M | $9.2M | 106 | 5,600 |
| Jul 2016 | $875.9M | $866.7M | $9.2M | 106 | 5,600 |
| Jun 2016 | $875.9M | $866.7M | $9.2M | 106 | 5,600 |
| May 2016 | $875.9M | $866.7M | $9.2M | 106 | 5,600 |
| Apr 2016 | $875.9M | $866.7M | $9.2M | 106 | 5,600 |
| Apr 2016 | $875.9M | $866.7M | $9.2M | 106 | 5,600 |
| Apr 2016 | $875.9M | $866.7M | $9.2M | 106 | 5,600 |
| Mar 2016 | $875.9M | $866.7M | $9.2M | 106 | 5,600 |
| Dec 2015 | $725.7M | $723.8M | $1.9M | 93 | 4,325 |
| Dec 2015 | $725.7M | $723.8M | $1.9M | 93 | 4,325 |
| Nov 2015 | $725.7M | $723.8M | $1.9M | 93 | 4,325 |
| Oct 2015 | $725.7M | $723.8M | $1.9M | 93 | 4,325 |
| Oct 2015 | $725.7M | $723.8M | $1.9M | 93 | 4,325 |
| Sep 2015 | $725.7M | $723.8M | $1.9M | 93 | 4,325 |
| Sep 2015 | $725.7M | $723.8M | $1.9M | 93 | 4,325 |
| Jun 2015 | $725.7M | $723.8M | $1.9M | 93 | 4,325 |
| Jun 2015 | $725.7M | $723.8M | $1.9M | 93 | 4,325 |
| Mar 2015 | $725.7M | $723.8M | $1.9M | 93 | 4,325 |
| Mar 2015 | $725.7M | $723.8M | $1.9M | 93 | 4,325 |
| Nov 2014 | $813.9M | $812.9M | $1M | 71 | 9,800 |
| Nov 2014 | $813.9M | $812.9M | $1M | 71 | 9,800 |
| Oct 2014 | $813.9M | $812.9M | $1M | 71 | 9,800 |
| Oct 2014 | $813.9M | $812.9M | $1M | 71 | 9,800 |
| Sep 2014 | $813.9M | $812.9M | $1M | 71 | 9,800 |
| Sep 2014 | $813.9M | $812.9M | $1M | 71 | 9,800 |
| Aug 2014 | $813.9M | $812.9M | $1M | 71 | 9,800 |
| May 2014 | $813.9M | $812.9M | $1M | 71 | 9,800 |
| Apr 2014 | $813.9M | $812.9M | $1M | 71 | 9,800 |
| Apr 2014 | $813.9M | $812.9M | $1M | 71 | 9,800 |
| Apr 2014 | $813.9M | $812.9M | $1M | 71 | 9,800 |
| Apr 2014 | $813.9M | $812.9M | $1M | 71 | 9,800 |
| Apr 2014 | $813.9M | $812.9M | $1M | 71 | 9,800 |
| Mar 2014 | $813.9M | $812.9M | $1M | 71 | 9,800 |
| Nov 2013 | $239.9M | $239.8M | $175K | 38 | 500 |
| Nov 2013 | $239.9M | $239.8M | $175K | 38 | 500 |
| Aug 2013 | $239.9M | $239.8M | $175K | 38 | 500 |
| Aug 2013 | $239.9M | $239.8M | $175K | 38 | 500 |
| Jul 2013 | $239.9M | $239.8M | $175K | 38 | 500 |
| Jul 2013 | $239.9M | $239.8M | $175K | 38 | 500 |
| Jul 2013 | $239.9M | $239.8M | $175K | 38 | 500 |
| Jun 2013 | $239.9M | $239.8M | $175K | 38 | 500 |
| May 2013 | $239.9M | $239.8M | $175K | 38 | 500 |
| Apr 2013 | $239.9M | $239.8M | $175K | 38 | 500 |
| Mar 2013 | $239.9M | $239.8M | $175K | 38 | 500 |
| Feb 2013 | $239.9M | $239.8M | $175K | 38 | 500 |
| Feb 2013 | $239.9M | $239.8M | $175K | 38 | 500 |
| Jan 2013 | $239.9M | $239.8M | $175K | 38 | 500 |
| Jan 2013 | $139.4M | $139.4M | $0 | 29 | 0 |
| Jan 2013 | $139.4M | $139.4M | $0 | 29 | 0 |
| Jan 2013 | $139.4M | $139.4M | $0 | 29 | 0 |
| Jan 2013 | $139.4M | $139.4M | $0 | 29 | 0 |
| Jan 2013 | $139.4M | $139.4M | $0 | 29 | 0 |
| Dec 2012 | $139.4M | $139.4M | $0 | 29 | 0 |
| Nov 2012 | $0 | $0 | $0 | 25 | 0 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
| Aug 2012 | $0 | $0 | $0 | -- | 0 |
| Jul 2012 | $0 | $0 | $0 | -- | 0 |
DateOct 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees139
Clients5
DateJun 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees139
Clients5
DateApr 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees139
Clients5
DateMar 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees139
Clients5
DateMar 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees139
Clients5
DateMar 2024
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$587
Employees148
Clients6
DateSep 2023
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$1.8K
Employees153
Clients3
DateMay 2023
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$1.8K
Employees153
Clients3
DateMar 2023
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$1.8K
Employees153
Clients3
DateJan 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$6.4K
Employees147
Clients10
DateNov 2022
Total AUM$3B
Discretionary$3B
Non-Disc.$6.4K
Employees147
Clients10
DateOct 2022
Total AUM$3B
Discretionary$3B
Non-Disc.$6.4K
Employees147
Clients10
DateMar 2022
Total AUM$3B
Discretionary$3B
Non-Disc.$6.4K
Employees147
Clients10
DateMay 2021
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$23.2K
Employees142
Clients10
DateMar 2021
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$23.2K
Employees142
Clients10
DateJan 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$8.1M
Employees148
Clients0
DateJan 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$8.1M
Employees148
Clients0
DateOct 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$8.1M
Employees148
Clients0
DateJul 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$8.1M
Employees148
Clients0
DateJun 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$8.1M
Employees148
Clients0
DateMay 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$8.1M
Employees148
Clients0
DateMay 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$8.1M
Employees148
Clients0
DateApr 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$8.1M
Employees148
Clients0
DateApr 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$8.1M
Employees148
Clients0
DateMar 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$8.1M
Employees148
Clients0
DateNov 2019
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$56.2M
Employees162
Clients0
DateNov 2019
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$56.2M
Employees162
Clients0
DateJun 2019
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$56.2M
Employees162
Clients0
DateMar 2019
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$56.2M
Employees162
Clients0
DateJan 2019
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$1.4M
Employees150
Clients7,834
DateNov 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$1.4M
Employees150
Clients7,834
DateOct 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$1.4M
Employees150
Clients7,834
DateOct 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$1.4M
Employees150
Clients7,834
DateOct 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$1.4M
Employees150
Clients7,834
DateSep 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$1.4M
Employees150
Clients7,834
DateSep 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$1.4M
Employees150
Clients7,834
DateSep 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$1.4M
Employees150
Clients7,834
DateJul 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$1.4M
Employees150
Clients7,834
DateJul 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$1.4M
Employees150
Clients7,834
DateJun 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$1.4M
Employees150
Clients7,834
DateMar 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$1.4M
Employees150
Clients7,834
DateFeb 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.4M
Employees135
Clients7,634
DateFeb 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.4M
Employees135
Clients7,634
DateJan 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.4M
Employees135
Clients7,634
DateSep 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.4M
Employees135
Clients7,634
DateAug 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.4M
Employees135
Clients7,634
DateAug 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.4M
Employees135
Clients7,634
DateJul 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.4M
Employees135
Clients7,634
DateJul 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.4M
Employees135
Clients7,634
DateJul 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.4M
Employees135
Clients7,634
DateJun 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.4M
Employees135
Clients7,634
DateJun 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.4M
Employees135
Clients7,634
DateMay 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.4M
Employees135
Clients7,634
DateMay 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.4M
Employees135
Clients7,634
DateMay 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.4M
Employees135
Clients7,634
DateApr 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.4M
Employees135
Clients7,634
DateMar 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.4M
Employees135
Clients7,634
DateMar 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.4M
Employees135
Clients7,634
DateFeb 2017
Total AUM$875.9M
Discretionary$866.7M
Non-Disc.$9.2M
Employees106
Clients5,600
DateFeb 2017
Total AUM$875.9M
Discretionary$866.7M
Non-Disc.$9.2M
Employees106
Clients5,600
DateNov 2016
Total AUM$875.9M
Discretionary$866.7M
Non-Disc.$9.2M
Employees106
Clients5,600
DateNov 2016
Total AUM$875.9M
Discretionary$866.7M
Non-Disc.$9.2M
Employees106
Clients5,600
DateOct 2016
Total AUM$875.9M
Discretionary$866.7M
Non-Disc.$9.2M
Employees106
Clients5,600
DateAug 2016
Total AUM$875.9M
Discretionary$866.7M
Non-Disc.$9.2M
Employees106
Clients5,600
DateAug 2016
Total AUM$875.9M
Discretionary$866.7M
Non-Disc.$9.2M
Employees106
Clients5,600
DateJul 2016
Total AUM$875.9M
Discretionary$866.7M
Non-Disc.$9.2M
Employees106
Clients5,600
DateJul 2016
Total AUM$875.9M
Discretionary$866.7M
Non-Disc.$9.2M
Employees106
Clients5,600
DateJun 2016
Total AUM$875.9M
Discretionary$866.7M
Non-Disc.$9.2M
Employees106
Clients5,600
DateMay 2016
Total AUM$875.9M
Discretionary$866.7M
Non-Disc.$9.2M
Employees106
Clients5,600
DateApr 2016
Total AUM$875.9M
Discretionary$866.7M
Non-Disc.$9.2M
Employees106
Clients5,600
DateApr 2016
Total AUM$875.9M
Discretionary$866.7M
Non-Disc.$9.2M
Employees106
Clients5,600
DateApr 2016
Total AUM$875.9M
Discretionary$866.7M
Non-Disc.$9.2M
Employees106
Clients5,600
DateMar 2016
Total AUM$875.9M
Discretionary$866.7M
Non-Disc.$9.2M
Employees106
Clients5,600
DateDec 2015
Total AUM$725.7M
Discretionary$723.8M
Non-Disc.$1.9M
Employees93
Clients4,325
DateDec 2015
Total AUM$725.7M
Discretionary$723.8M
Non-Disc.$1.9M
Employees93
Clients4,325
DateNov 2015
Total AUM$725.7M
Discretionary$723.8M
Non-Disc.$1.9M
Employees93
Clients4,325
DateOct 2015
Total AUM$725.7M
Discretionary$723.8M
Non-Disc.$1.9M
Employees93
Clients4,325
DateOct 2015
Total AUM$725.7M
Discretionary$723.8M
Non-Disc.$1.9M
Employees93
Clients4,325
DateSep 2015
Total AUM$725.7M
Discretionary$723.8M
Non-Disc.$1.9M
Employees93
Clients4,325
DateSep 2015
Total AUM$725.7M
Discretionary$723.8M
Non-Disc.$1.9M
Employees93
Clients4,325
DateJun 2015
Total AUM$725.7M
Discretionary$723.8M
Non-Disc.$1.9M
Employees93
Clients4,325
DateJun 2015
Total AUM$725.7M
Discretionary$723.8M
Non-Disc.$1.9M
Employees93
Clients4,325
DateMar 2015
Total AUM$725.7M
Discretionary$723.8M
Non-Disc.$1.9M
Employees93
Clients4,325
DateMar 2015
Total AUM$725.7M
Discretionary$723.8M
Non-Disc.$1.9M
Employees93
Clients4,325
DateNov 2014
Total AUM$813.9M
Discretionary$812.9M
Non-Disc.$1M
Employees71
Clients9,800
DateNov 2014
Total AUM$813.9M
Discretionary$812.9M
Non-Disc.$1M
Employees71
Clients9,800
DateOct 2014
Total AUM$813.9M
Discretionary$812.9M
Non-Disc.$1M
Employees71
Clients9,800
DateOct 2014
Total AUM$813.9M
Discretionary$812.9M
Non-Disc.$1M
Employees71
Clients9,800
DateSep 2014
Total AUM$813.9M
Discretionary$812.9M
Non-Disc.$1M
Employees71
Clients9,800
DateSep 2014
Total AUM$813.9M
Discretionary$812.9M
Non-Disc.$1M
Employees71
Clients9,800
DateAug 2014
Total AUM$813.9M
Discretionary$812.9M
Non-Disc.$1M
Employees71
Clients9,800
DateMay 2014
Total AUM$813.9M
Discretionary$812.9M
Non-Disc.$1M
Employees71
Clients9,800
DateApr 2014
Total AUM$813.9M
Discretionary$812.9M
Non-Disc.$1M
Employees71
Clients9,800
DateApr 2014
Total AUM$813.9M
Discretionary$812.9M
Non-Disc.$1M
Employees71
Clients9,800
DateApr 2014
Total AUM$813.9M
Discretionary$812.9M
Non-Disc.$1M
Employees71
Clients9,800
DateApr 2014
Total AUM$813.9M
Discretionary$812.9M
Non-Disc.$1M
Employees71
Clients9,800
DateApr 2014
Total AUM$813.9M
Discretionary$812.9M
Non-Disc.$1M
Employees71
Clients9,800
DateMar 2014
Total AUM$813.9M
Discretionary$812.9M
Non-Disc.$1M
Employees71
Clients9,800
DateNov 2013
Total AUM$239.9M
Discretionary$239.8M
Non-Disc.$175K
Employees38
Clients500
DateNov 2013
Total AUM$239.9M
Discretionary$239.8M
Non-Disc.$175K
Employees38
Clients500
DateAug 2013
Total AUM$239.9M
Discretionary$239.8M
Non-Disc.$175K
Employees38
Clients500
DateAug 2013
Total AUM$239.9M
Discretionary$239.8M
Non-Disc.$175K
Employees38
Clients500
DateJul 2013
Total AUM$239.9M
Discretionary$239.8M
Non-Disc.$175K
Employees38
Clients500
DateJul 2013
Total AUM$239.9M
Discretionary$239.8M
Non-Disc.$175K
Employees38
Clients500
DateJul 2013
Total AUM$239.9M
Discretionary$239.8M
Non-Disc.$175K
Employees38
Clients500
DateJun 2013
Total AUM$239.9M
Discretionary$239.8M
Non-Disc.$175K
Employees38
Clients500
DateMay 2013
Total AUM$239.9M
Discretionary$239.8M
Non-Disc.$175K
Employees38
Clients500
DateApr 2013
Total AUM$239.9M
Discretionary$239.8M
Non-Disc.$175K
Employees38
Clients500
DateMar 2013
Total AUM$239.9M
Discretionary$239.8M
Non-Disc.$175K
Employees38
Clients500
DateFeb 2013
Total AUM$239.9M
Discretionary$239.8M
Non-Disc.$175K
Employees38
Clients500
DateFeb 2013
Total AUM$239.9M
Discretionary$239.8M
Non-Disc.$175K
Employees38
Clients500
DateJan 2013
Total AUM$239.9M
Discretionary$239.8M
Non-Disc.$175K
Employees38
Clients500
DateJan 2013
Total AUM$139.4M
Discretionary$139.4M
Non-Disc.$0
Employees29
Clients0
DateJan 2013
Total AUM$139.4M
Discretionary$139.4M
Non-Disc.$0
Employees29
Clients0
DateJan 2013
Total AUM$139.4M
Discretionary$139.4M
Non-Disc.$0
Employees29
Clients0
DateJan 2013
Total AUM$139.4M
Discretionary$139.4M
Non-Disc.$0
Employees29
Clients0
DateJan 2013
Total AUM$139.4M
Discretionary$139.4M
Non-Disc.$0
Employees29
Clients0
DateDec 2012
Total AUM$139.4M
Discretionary$139.4M
Non-Disc.$0
Employees29
Clients0
DateNov 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees25
Clients0
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateAug 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJul 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0