BENEDETTI AND GUCER, INC.
Legal name: BENEDETTI, GUCER & ASSOCIATES
CRD #166911 SEC #801-111069 ATLANTA, GA 404-602-0034
SEC Registered
Total AUM
$364.9M
Discretionary
$364.9M
Employees
13
Clients
26
Accounts
1,980
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $572.3M | $572.3M | $0 | 22 | 0 |
| Nov 2023 | $364.9M | $364.9M | $0 | 13 | 0 |
| Oct 2023 | $364.9M | $364.9M | $0 | 13 | 0 |
| Sep 2023 | $364.9M | $364.9M | $0 | 13 | 0 |
| Jun 2023 | $364.9M | $364.9M | $0 | 13 | 0 |
| Mar 2023 | $364.9M | $364.9M | $0 | 13 | 0 |
| Jan 2023 | $421.3M | $378.8M | $42.5M | 12 | 0 |
| Nov 2022 | $421.3M | $378.8M | $42.5M | 12 | 0 |
| Mar 2022 | $421.3M | $378.8M | $42.5M | 12 | 0 |
| Nov 2021 | $365.8M | $340.4M | $25.4M | 9 | 0 |
| Jun 2021 | $365.8M | $340.4M | $25.4M | 9 | 0 |
| Apr 2021 | $365.8M | $340.4M | $25.4M | 9 | 0 |
| Apr 2021 | $365.8M | $340.4M | $25.4M | 9 | 0 |
| Mar 2021 | $365.8M | $340.4M | $25.4M | 9 | 0 |
| Jun 2020 | $294M | $266M | $28M | 10 | 0 |
| May 2020 | $294M | $266M | $28M | 10 | 0 |
| Mar 2020 | $294M | $266M | $28M | 10 | 0 |
| Jan 2020 | $168.8M | $160.4M | $8.4M | 7 | 0 |
| Jun 2019 | $168.8M | $160.4M | $8.4M | 7 | 0 |
| Jun 2019 | $168.8M | $160.4M | $8.4M | 7 | 0 |
| May 2019 | $168.8M | $160.4M | $8.4M | 7 | 0 |
| Mar 2019 | $168.8M | $160.4M | $8.4M | 7 | 0 |
| Jul 2018 | $120.7M | $114.6M | $6M | 7 | 0 |
| Mar 2018 | $120.7M | $114.6M | $6M | 7 | 0 |
| Sep 2017 | $104.1M | $92.2M | $11.9M | 6 | 310 |
| Jul 2017 | $104.1M | $92.2M | $11.9M | 6 | 310 |
DateMar 2024
Total AUM$572.3M
Discretionary$572.3M
Non-Disc.$0
Employees22
Clients0
DateNov 2023
Total AUM$364.9M
Discretionary$364.9M
Non-Disc.$0
Employees13
Clients0
DateOct 2023
Total AUM$364.9M
Discretionary$364.9M
Non-Disc.$0
Employees13
Clients0
DateSep 2023
Total AUM$364.9M
Discretionary$364.9M
Non-Disc.$0
Employees13
Clients0
DateJun 2023
Total AUM$364.9M
Discretionary$364.9M
Non-Disc.$0
Employees13
Clients0
DateMar 2023
Total AUM$364.9M
Discretionary$364.9M
Non-Disc.$0
Employees13
Clients0
DateJan 2023
Total AUM$421.3M
Discretionary$378.8M
Non-Disc.$42.5M
Employees12
Clients0
DateNov 2022
Total AUM$421.3M
Discretionary$378.8M
Non-Disc.$42.5M
Employees12
Clients0
DateMar 2022
Total AUM$421.3M
Discretionary$378.8M
Non-Disc.$42.5M
Employees12
Clients0
DateNov 2021
Total AUM$365.8M
Discretionary$340.4M
Non-Disc.$25.4M
Employees9
Clients0
DateJun 2021
Total AUM$365.8M
Discretionary$340.4M
Non-Disc.$25.4M
Employees9
Clients0
DateApr 2021
Total AUM$365.8M
Discretionary$340.4M
Non-Disc.$25.4M
Employees9
Clients0
DateApr 2021
Total AUM$365.8M
Discretionary$340.4M
Non-Disc.$25.4M
Employees9
Clients0
DateMar 2021
Total AUM$365.8M
Discretionary$340.4M
Non-Disc.$25.4M
Employees9
Clients0
DateJun 2020
Total AUM$294M
Discretionary$266M
Non-Disc.$28M
Employees10
Clients0
DateMay 2020
Total AUM$294M
Discretionary$266M
Non-Disc.$28M
Employees10
Clients0
DateMar 2020
Total AUM$294M
Discretionary$266M
Non-Disc.$28M
Employees10
Clients0
DateJan 2020
Total AUM$168.8M
Discretionary$160.4M
Non-Disc.$8.4M
Employees7
Clients0
DateJun 2019
Total AUM$168.8M
Discretionary$160.4M
Non-Disc.$8.4M
Employees7
Clients0
DateJun 2019
Total AUM$168.8M
Discretionary$160.4M
Non-Disc.$8.4M
Employees7
Clients0
DateMay 2019
Total AUM$168.8M
Discretionary$160.4M
Non-Disc.$8.4M
Employees7
Clients0
DateMar 2019
Total AUM$168.8M
Discretionary$160.4M
Non-Disc.$8.4M
Employees7
Clients0
DateJul 2018
Total AUM$120.7M
Discretionary$114.6M
Non-Disc.$6M
Employees7
Clients0
DateMar 2018
Total AUM$120.7M
Discretionary$114.6M
Non-Disc.$6M
Employees7
Clients0
DateSep 2017
Total AUM$104.1M
Discretionary$92.2M
Non-Disc.$11.9M
Employees6
Clients310
DateJul 2017
Total AUM$104.1M
Discretionary$92.2M
Non-Disc.$11.9M
Employees6
Clients310