MUTUAL ADVISORS, LLC
CRD #167658 SEC #801-78089 OMAHA, NE 307-439-6357
SEC Registered
Total AUM
$6.8B
Discretionary
$6.3B
Employees
189
Clients
251
Accounts
21,515
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $6.8B | $6.3B | $453.8M | 189 | 30 |
| Sep 2025 | $6.8B | $6.3B | $453.8M | 189 | 30 |
| Aug 2025 | $6.8B | $6.3B | $453.8M | 189 | 30 |
| Aug 2025 | $6.8B | $6.3B | $453.8M | 189 | 30 |
| Aug 2025 | $6.8B | $6.3B | $453.8M | 189 | 30 |
| Jul 2025 | $6.8B | $6.3B | $453.8M | 189 | 30 |
| Jul 2025 | $6.8B | $6.3B | $453.8M | 189 | 30 |
| Jun 2025 | $6.8B | $6.3B | $453.8M | 189 | 30 |
| Jun 2025 | $6.8B | $6.3B | $453.8M | 189 | 30 |
| Apr 2025 | $6.8B | $6.3B | $453.8M | 189 | 30 |
| Apr 2025 | $6.8B | $6.3B | $453.8M | 189 | 30 |
| Mar 2025 | $6.8B | $6.3B | $453.8M | 189 | 30 |
| Nov 2024 | $6.9B | $6.1B | $802.1M | 255 | 30 |
| Nov 2024 | $6.9B | $6.1B | $802.1M | 255 | 30 |
| Sep 2024 | $6.9B | $6.1B | $802.1M | 255 | 30 |
| Sep 2024 | $6.9B | $6.1B | $802.1M | 255 | 30 |
| Sep 2024 | $6.9B | $6.1B | $802.1M | 255 | 30 |
| Aug 2024 | $6.9B | $6.1B | $802.1M | 255 | 30 |
| Jun 2024 | $6.9B | $6.1B | $802.1M | 255 | 30 |
| May 2024 | $6.9B | $6.1B | $802.1M | 255 | 30 |
| May 2024 | $6.9B | $6.1B | $802.1M | 255 | 30 |
| Apr 2024 | $6.9B | $6.1B | $802.1M | 255 | 30 |
| Apr 2024 | $6.9B | $6.1B | $802.1M | 255 | 30 |
| Mar 2024 | $6.9B | $6.1B | $802.1M | 255 | 30 |
| Nov 2023 | $5.3B | $4.8B | $553.3M | 262 | 67 |
| Nov 2023 | $5.3B | $4.8B | $553.3M | 262 | 67 |
| Nov 2023 | $5.3B | $4.8B | $553.3M | 262 | 67 |
| Oct 2023 | $5.3B | $4.8B | $553.3M | 262 | 67 |
| Oct 2023 | $5.3B | $4.8B | $553.3M | 262 | 67 |
| Aug 2023 | $5.3B | $4.8B | $553.3M | 262 | 67 |
| Jun 2023 | $5.3B | $4.8B | $553.3M | 262 | 67 |
| May 2023 | $5.3B | $4.8B | $553.3M | 262 | 67 |
| Mar 2023 | $5.3B | $4.8B | $553.3M | 262 | 67 |
| Dec 2022 | $4.6B | $3.9B | $714.6M | 207 | 318 |
| Oct 2022 | $4.6B | $3.9B | $714.6M | 207 | 318 |
| Oct 2022 | $4.6B | $3.9B | $714.6M | 207 | 318 |
| Sep 2022 | $4.6B | $3.9B | $714.6M | 207 | 318 |
| Sep 2022 | $4.6B | $3.9B | $714.6M | 207 | 318 |
| Aug 2022 | $4.6B | $3.9B | $714.6M | 207 | 318 |
| Jun 2022 | $4.6B | $3.9B | $714.6M | 207 | 318 |
| Apr 2022 | $4.6B | $3.9B | $714.6M | 207 | 318 |
| Mar 2022 | $4.6B | $3.9B | $714.6M | 207 | 318 |
| Mar 2022 | $3.6B | $3.2B | $427.3M | 202 | 211 |
| Nov 2021 | $3.6B | $3.2B | $427.3M | 202 | 211 |
| Aug 2021 | $3.6B | $3.2B | $427.3M | 202 | 211 |
| Jul 2021 | $3.6B | $3.2B | $427.3M | 202 | 211 |
| Jun 2021 | $3.6B | $3.2B | $427.3M | 202 | 211 |
| Jun 2021 | $3.6B | $3.2B | $427.3M | 202 | 211 |
| Apr 2021 | $3.6B | $3.2B | $427.3M | 202 | 211 |
| Mar 2021 | $3.6B | $3.2B | $427.3M | 202 | 211 |
| Mar 2021 | $2.8B | $2.6B | $250.6M | 155 | 147 |
| Dec 2020 | $2.8B | $2.6B | $250.6M | 155 | 147 |
| Nov 2020 | $2.8B | $2.6B | $250.6M | 155 | 147 |
| Aug 2020 | $2.8B | $2.6B | $250.6M | 155 | 147 |
| Jul 2020 | $2.8B | $2.6B | $250.6M | 155 | 147 |
| Jun 2020 | $2.8B | $2.6B | $250.6M | 155 | 147 |
| Apr 2020 | $2.8B | $2.6B | $250.6M | 155 | 147 |
| Apr 2020 | $2.8B | $2.6B | $250.6M | 155 | 147 |
| Mar 2020 | $2.8B | $2.6B | $250.6M | 155 | 147 |
| Mar 2020 | $1.8B | $1.7B | $127.6M | 90 | 0 |
| Feb 2020 | $1.8B | $1.7B | $127.6M | 90 | 0 |
| Jan 2020 | $1.8B | $1.7B | $127.6M | 90 | 0 |
| Nov 2019 | $1.8B | $1.7B | $127.6M | 90 | 0 |
| Oct 2019 | $1.8B | $1.7B | $127.6M | 90 | 0 |
| Sep 2019 | $1.8B | $1.7B | $127.6M | 90 | 0 |
| Sep 2019 | $1.8B | $1.7B | $127.6M | 90 | 0 |
| Jul 2019 | $1.8B | $1.7B | $127.6M | 90 | 0 |
| Jun 2019 | $1.8B | $1.7B | $127.6M | 90 | 0 |
| Jun 2019 | $1.8B | $1.7B | $127.6M | 90 | 0 |
| May 2019 | $1.8B | $1.7B | $127.6M | 90 | 0 |
| May 2019 | $1.8B | $1.7B | $127.6M | 90 | 0 |
| Apr 2019 | $1.8B | $1.7B | $127.6M | 90 | 0 |
| Mar 2019 | $1.8B | $1.7B | $127.6M | 90 | 0 |
| Feb 2019 | $1.5B | $1.4B | $122.1M | 61 | 0 |
| Feb 2019 | $1.5B | $1.4B | $122.1M | 61 | 0 |
| Dec 2018 | $1.5B | $1.4B | $122.1M | 61 | 0 |
| Nov 2018 | $1.5B | $1.4B | $122.1M | 61 | 0 |
| Oct 2018 | $1.5B | $1.4B | $122.1M | 61 | 0 |
| Sep 2018 | $1.5B | $1.4B | $122.1M | 61 | 0 |
| Aug 2018 | $1.5B | $1.4B | $122.1M | 61 | 0 |
| Jul 2018 | $1.5B | $1.4B | $122.1M | 61 | 0 |
| Jun 2018 | $986M | $870.5M | $115.5M | 61 | 0 |
| May 2018 | $986M | $870.5M | $115.5M | 61 | 0 |
| Apr 2018 | $986M | $870.5M | $115.5M | 61 | 0 |
| Mar 2018 | $986M | $870.5M | $115.5M | 61 | 0 |
| Mar 2018 | $776.9M | $695.8M | $81.2M | 58 | 1,383 |
| Feb 2018 | $776.9M | $695.8M | $81.2M | 58 | 1,383 |
| Jan 2018 | $776.9M | $695.8M | $81.2M | 58 | 1,383 |
| Dec 2017 | $776.9M | $695.8M | $81.2M | 58 | 1,383 |
| Dec 2017 | $776.9M | $695.8M | $81.2M | 58 | 1,383 |
| Dec 2017 | $776.9M | $695.8M | $81.2M | 58 | 1,383 |
| Nov 2017 | $776.9M | $695.8M | $81.2M | 58 | 1,383 |
| Nov 2017 | $776.9M | $695.8M | $81.2M | 58 | 1,383 |
| Oct 2017 | $776.9M | $695.8M | $81.2M | 58 | 1,383 |
| Aug 2017 | $596.1M | $509.6M | $86.4M | 58 | 1,200 |
| Jun 2017 | $596.1M | $509.6M | $86.4M | 58 | 1,200 |
| May 2017 | $596.1M | $509.6M | $86.4M | 58 | 1,200 |
| Mar 2017 | $596.1M | $509.6M | $86.4M | 58 | 1,200 |
| Jan 2017 | $477.9M | $398.5M | $79.4M | 52 | 900 |
| Jan 2017 | $477.9M | $398.5M | $79.4M | 52 | 900 |
| Jan 2017 | $477.9M | $398.5M | $79.4M | 52 | 900 |
| Sep 2016 | $477.9M | $398.5M | $79.4M | 52 | 900 |
| Sep 2016 | $477.9M | $398.5M | $79.4M | 52 | 900 |
| Aug 2016 | $477.9M | $398.5M | $79.4M | 52 | 900 |
| Aug 2016 | $477.9M | $398.5M | $79.4M | 52 | 900 |
| Jul 2016 | $477.9M | $398.5M | $79.4M | 45 | 895 |
| May 2016 | $318.8M | $65.2M | $253.6M | 45 | 500 |
| May 2016 | $318.8M | $65.2M | $253.6M | 45 | 500 |
| Apr 2016 | $318.8M | $65.2M | $253.6M | 45 | 500 |
| Mar 2016 | $318.8M | $65.2M | $253.6M | 45 | 500 |
| Mar 2016 | $318.8M | $65.2M | $253.6M | 45 | 500 |
| Mar 2016 | $324.8M | $57.5M | $267.3M | 48 | 500 |
| Jan 2016 | $324.8M | $57.5M | $267.3M | 48 | 500 |
| Jan 2016 | $324.8M | $57.5M | $267.3M | 48 | 500 |
| Dec 2015 | $324.8M | $57.5M | $267.3M | 48 | 500 |
| Apr 2015 | $324.8M | $57.5M | $267.3M | 48 | 500 |
| Apr 2015 | $324.8M | $57.5M | $267.3M | 48 | 500 |
| Mar 2015 | $324.8M | $57.5M | $267.3M | 48 | 500 |
| Mar 2015 | $148.3M | $24.4M | $123.9M | 46 | 600 |
| Mar 2015 | $148.3M | $24.4M | $123.9M | 46 | 600 |
| Nov 2014 | $148.3M | $24.4M | $123.9M | 46 | 600 |
| May 2014 | $148.3M | $24.4M | $123.9M | 46 | 600 |
| Apr 2014 | $148.3M | $24.4M | $123.9M | 46 | 600 |
| Apr 2014 | $148.3M | $24.4M | $123.9M | 46 | 600 |
| Mar 2014 | $148.3M | $24.4M | $123.9M | 46 | 400 |
| Jan 2014 | $131.4M | $18M | $113.3M | 55 | 100 |
| Sep 2013 | $131.4M | $18M | $113.3M | 55 | 100 |
| Jul 2013 | $131.4M | $18M | $113.3M | 55 | 100 |
| Jun 2013 | $131.4M | $18M | $113.3M | 55 | 100 |
| Jun 2013 | $131.4M | $18M | $113.3M | 55 | 100 |
| May 2013 | $131.4M | $18M | $113.3M | 55 | 100 |
| May 2013 | $131.4M | $18M | $113.3M | 55 | 100 |
DateOct 2025
Total AUM$6.8B
Discretionary$6.3B
Non-Disc.$453.8M
Employees189
Clients30
DateSep 2025
Total AUM$6.8B
Discretionary$6.3B
Non-Disc.$453.8M
Employees189
Clients30
DateAug 2025
Total AUM$6.8B
Discretionary$6.3B
Non-Disc.$453.8M
Employees189
Clients30
DateAug 2025
Total AUM$6.8B
Discretionary$6.3B
Non-Disc.$453.8M
Employees189
Clients30
DateAug 2025
Total AUM$6.8B
Discretionary$6.3B
Non-Disc.$453.8M
Employees189
Clients30
DateJul 2025
Total AUM$6.8B
Discretionary$6.3B
Non-Disc.$453.8M
Employees189
Clients30
DateJul 2025
Total AUM$6.8B
Discretionary$6.3B
Non-Disc.$453.8M
Employees189
Clients30
DateJun 2025
Total AUM$6.8B
Discretionary$6.3B
Non-Disc.$453.8M
Employees189
Clients30
DateJun 2025
Total AUM$6.8B
Discretionary$6.3B
Non-Disc.$453.8M
Employees189
Clients30
DateApr 2025
Total AUM$6.8B
Discretionary$6.3B
Non-Disc.$453.8M
Employees189
Clients30
DateApr 2025
Total AUM$6.8B
Discretionary$6.3B
Non-Disc.$453.8M
Employees189
Clients30
DateMar 2025
Total AUM$6.8B
Discretionary$6.3B
Non-Disc.$453.8M
Employees189
Clients30
DateNov 2024
Total AUM$6.9B
Discretionary$6.1B
Non-Disc.$802.1M
Employees255
Clients30
DateNov 2024
Total AUM$6.9B
Discretionary$6.1B
Non-Disc.$802.1M
Employees255
Clients30
DateSep 2024
Total AUM$6.9B
Discretionary$6.1B
Non-Disc.$802.1M
Employees255
Clients30
DateSep 2024
Total AUM$6.9B
Discretionary$6.1B
Non-Disc.$802.1M
Employees255
Clients30
DateSep 2024
Total AUM$6.9B
Discretionary$6.1B
Non-Disc.$802.1M
Employees255
Clients30
DateAug 2024
Total AUM$6.9B
Discretionary$6.1B
Non-Disc.$802.1M
Employees255
Clients30
DateJun 2024
Total AUM$6.9B
Discretionary$6.1B
Non-Disc.$802.1M
Employees255
Clients30
DateMay 2024
Total AUM$6.9B
Discretionary$6.1B
Non-Disc.$802.1M
Employees255
Clients30
DateMay 2024
Total AUM$6.9B
Discretionary$6.1B
Non-Disc.$802.1M
Employees255
Clients30
DateApr 2024
Total AUM$6.9B
Discretionary$6.1B
Non-Disc.$802.1M
Employees255
Clients30
DateApr 2024
Total AUM$6.9B
Discretionary$6.1B
Non-Disc.$802.1M
Employees255
Clients30
DateMar 2024
Total AUM$6.9B
Discretionary$6.1B
Non-Disc.$802.1M
Employees255
Clients30
DateNov 2023
Total AUM$5.3B
Discretionary$4.8B
Non-Disc.$553.3M
Employees262
Clients67
DateNov 2023
Total AUM$5.3B
Discretionary$4.8B
Non-Disc.$553.3M
Employees262
Clients67
DateNov 2023
Total AUM$5.3B
Discretionary$4.8B
Non-Disc.$553.3M
Employees262
Clients67
DateOct 2023
Total AUM$5.3B
Discretionary$4.8B
Non-Disc.$553.3M
Employees262
Clients67
DateOct 2023
Total AUM$5.3B
Discretionary$4.8B
Non-Disc.$553.3M
Employees262
Clients67
DateAug 2023
Total AUM$5.3B
Discretionary$4.8B
Non-Disc.$553.3M
Employees262
Clients67
DateJun 2023
Total AUM$5.3B
Discretionary$4.8B
Non-Disc.$553.3M
Employees262
Clients67
DateMay 2023
Total AUM$5.3B
Discretionary$4.8B
Non-Disc.$553.3M
Employees262
Clients67
DateMar 2023
Total AUM$5.3B
Discretionary$4.8B
Non-Disc.$553.3M
Employees262
Clients67
DateDec 2022
Total AUM$4.6B
Discretionary$3.9B
Non-Disc.$714.6M
Employees207
Clients318
DateOct 2022
Total AUM$4.6B
Discretionary$3.9B
Non-Disc.$714.6M
Employees207
Clients318
DateOct 2022
Total AUM$4.6B
Discretionary$3.9B
Non-Disc.$714.6M
Employees207
Clients318
DateSep 2022
Total AUM$4.6B
Discretionary$3.9B
Non-Disc.$714.6M
Employees207
Clients318
DateSep 2022
Total AUM$4.6B
Discretionary$3.9B
Non-Disc.$714.6M
Employees207
Clients318
DateAug 2022
Total AUM$4.6B
Discretionary$3.9B
Non-Disc.$714.6M
Employees207
Clients318
DateJun 2022
Total AUM$4.6B
Discretionary$3.9B
Non-Disc.$714.6M
Employees207
Clients318
DateApr 2022
Total AUM$4.6B
Discretionary$3.9B
Non-Disc.$714.6M
Employees207
Clients318
DateMar 2022
Total AUM$4.6B
Discretionary$3.9B
Non-Disc.$714.6M
Employees207
Clients318
DateMar 2022
Total AUM$3.6B
Discretionary$3.2B
Non-Disc.$427.3M
Employees202
Clients211
DateNov 2021
Total AUM$3.6B
Discretionary$3.2B
Non-Disc.$427.3M
Employees202
Clients211
DateAug 2021
Total AUM$3.6B
Discretionary$3.2B
Non-Disc.$427.3M
Employees202
Clients211
DateJul 2021
Total AUM$3.6B
Discretionary$3.2B
Non-Disc.$427.3M
Employees202
Clients211
DateJun 2021
Total AUM$3.6B
Discretionary$3.2B
Non-Disc.$427.3M
Employees202
Clients211
DateJun 2021
Total AUM$3.6B
Discretionary$3.2B
Non-Disc.$427.3M
Employees202
Clients211
DateApr 2021
Total AUM$3.6B
Discretionary$3.2B
Non-Disc.$427.3M
Employees202
Clients211
DateMar 2021
Total AUM$3.6B
Discretionary$3.2B
Non-Disc.$427.3M
Employees202
Clients211
DateMar 2021
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$250.6M
Employees155
Clients147
DateDec 2020
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$250.6M
Employees155
Clients147
DateNov 2020
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$250.6M
Employees155
Clients147
DateAug 2020
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$250.6M
Employees155
Clients147
DateJul 2020
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$250.6M
Employees155
Clients147
DateJun 2020
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$250.6M
Employees155
Clients147
DateApr 2020
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$250.6M
Employees155
Clients147
DateApr 2020
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$250.6M
Employees155
Clients147
DateMar 2020
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$250.6M
Employees155
Clients147
DateMar 2020
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$127.6M
Employees90
Clients0
DateFeb 2020
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$127.6M
Employees90
Clients0
DateJan 2020
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$127.6M
Employees90
Clients0
DateNov 2019
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$127.6M
Employees90
Clients0
DateOct 2019
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$127.6M
Employees90
Clients0
DateSep 2019
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$127.6M
Employees90
Clients0
DateSep 2019
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$127.6M
Employees90
Clients0
DateJul 2019
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$127.6M
Employees90
Clients0
DateJun 2019
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$127.6M
Employees90
Clients0
DateJun 2019
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$127.6M
Employees90
Clients0
DateMay 2019
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$127.6M
Employees90
Clients0
DateMay 2019
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$127.6M
Employees90
Clients0
DateApr 2019
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$127.6M
Employees90
Clients0
DateMar 2019
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$127.6M
Employees90
Clients0
DateFeb 2019
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$122.1M
Employees61
Clients0
DateFeb 2019
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$122.1M
Employees61
Clients0
DateDec 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$122.1M
Employees61
Clients0
DateNov 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$122.1M
Employees61
Clients0
DateOct 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$122.1M
Employees61
Clients0
DateSep 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$122.1M
Employees61
Clients0
DateAug 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$122.1M
Employees61
Clients0
DateJul 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$122.1M
Employees61
Clients0
DateJun 2018
Total AUM$986M
Discretionary$870.5M
Non-Disc.$115.5M
Employees61
Clients0
DateMay 2018
Total AUM$986M
Discretionary$870.5M
Non-Disc.$115.5M
Employees61
Clients0
DateApr 2018
Total AUM$986M
Discretionary$870.5M
Non-Disc.$115.5M
Employees61
Clients0
DateMar 2018
Total AUM$986M
Discretionary$870.5M
Non-Disc.$115.5M
Employees61
Clients0
DateMar 2018
Total AUM$776.9M
Discretionary$695.8M
Non-Disc.$81.2M
Employees58
Clients1,383
DateFeb 2018
Total AUM$776.9M
Discretionary$695.8M
Non-Disc.$81.2M
Employees58
Clients1,383
DateJan 2018
Total AUM$776.9M
Discretionary$695.8M
Non-Disc.$81.2M
Employees58
Clients1,383
DateDec 2017
Total AUM$776.9M
Discretionary$695.8M
Non-Disc.$81.2M
Employees58
Clients1,383
DateDec 2017
Total AUM$776.9M
Discretionary$695.8M
Non-Disc.$81.2M
Employees58
Clients1,383
DateDec 2017
Total AUM$776.9M
Discretionary$695.8M
Non-Disc.$81.2M
Employees58
Clients1,383
DateNov 2017
Total AUM$776.9M
Discretionary$695.8M
Non-Disc.$81.2M
Employees58
Clients1,383
DateNov 2017
Total AUM$776.9M
Discretionary$695.8M
Non-Disc.$81.2M
Employees58
Clients1,383
DateOct 2017
Total AUM$776.9M
Discretionary$695.8M
Non-Disc.$81.2M
Employees58
Clients1,383
DateAug 2017
Total AUM$596.1M
Discretionary$509.6M
Non-Disc.$86.4M
Employees58
Clients1,200
DateJun 2017
Total AUM$596.1M
Discretionary$509.6M
Non-Disc.$86.4M
Employees58
Clients1,200
DateMay 2017
Total AUM$596.1M
Discretionary$509.6M
Non-Disc.$86.4M
Employees58
Clients1,200
DateMar 2017
Total AUM$596.1M
Discretionary$509.6M
Non-Disc.$86.4M
Employees58
Clients1,200
DateJan 2017
Total AUM$477.9M
Discretionary$398.5M
Non-Disc.$79.4M
Employees52
Clients900
DateJan 2017
Total AUM$477.9M
Discretionary$398.5M
Non-Disc.$79.4M
Employees52
Clients900
DateJan 2017
Total AUM$477.9M
Discretionary$398.5M
Non-Disc.$79.4M
Employees52
Clients900
DateSep 2016
Total AUM$477.9M
Discretionary$398.5M
Non-Disc.$79.4M
Employees52
Clients900
DateSep 2016
Total AUM$477.9M
Discretionary$398.5M
Non-Disc.$79.4M
Employees52
Clients900
DateAug 2016
Total AUM$477.9M
Discretionary$398.5M
Non-Disc.$79.4M
Employees52
Clients900
DateAug 2016
Total AUM$477.9M
Discretionary$398.5M
Non-Disc.$79.4M
Employees52
Clients900
DateJul 2016
Total AUM$477.9M
Discretionary$398.5M
Non-Disc.$79.4M
Employees45
Clients895
DateMay 2016
Total AUM$318.8M
Discretionary$65.2M
Non-Disc.$253.6M
Employees45
Clients500
DateMay 2016
Total AUM$318.8M
Discretionary$65.2M
Non-Disc.$253.6M
Employees45
Clients500
DateApr 2016
Total AUM$318.8M
Discretionary$65.2M
Non-Disc.$253.6M
Employees45
Clients500
DateMar 2016
Total AUM$318.8M
Discretionary$65.2M
Non-Disc.$253.6M
Employees45
Clients500
DateMar 2016
Total AUM$318.8M
Discretionary$65.2M
Non-Disc.$253.6M
Employees45
Clients500
DateMar 2016
Total AUM$324.8M
Discretionary$57.5M
Non-Disc.$267.3M
Employees48
Clients500
DateJan 2016
Total AUM$324.8M
Discretionary$57.5M
Non-Disc.$267.3M
Employees48
Clients500
DateJan 2016
Total AUM$324.8M
Discretionary$57.5M
Non-Disc.$267.3M
Employees48
Clients500
DateDec 2015
Total AUM$324.8M
Discretionary$57.5M
Non-Disc.$267.3M
Employees48
Clients500
DateApr 2015
Total AUM$324.8M
Discretionary$57.5M
Non-Disc.$267.3M
Employees48
Clients500
DateApr 2015
Total AUM$324.8M
Discretionary$57.5M
Non-Disc.$267.3M
Employees48
Clients500
DateMar 2015
Total AUM$324.8M
Discretionary$57.5M
Non-Disc.$267.3M
Employees48
Clients500
DateMar 2015
Total AUM$148.3M
Discretionary$24.4M
Non-Disc.$123.9M
Employees46
Clients600
DateMar 2015
Total AUM$148.3M
Discretionary$24.4M
Non-Disc.$123.9M
Employees46
Clients600
DateNov 2014
Total AUM$148.3M
Discretionary$24.4M
Non-Disc.$123.9M
Employees46
Clients600
DateMay 2014
Total AUM$148.3M
Discretionary$24.4M
Non-Disc.$123.9M
Employees46
Clients600
DateApr 2014
Total AUM$148.3M
Discretionary$24.4M
Non-Disc.$123.9M
Employees46
Clients600
DateApr 2014
Total AUM$148.3M
Discretionary$24.4M
Non-Disc.$123.9M
Employees46
Clients600
DateMar 2014
Total AUM$148.3M
Discretionary$24.4M
Non-Disc.$123.9M
Employees46
Clients400
DateJan 2014
Total AUM$131.4M
Discretionary$18M
Non-Disc.$113.3M
Employees55
Clients100
DateSep 2013
Total AUM$131.4M
Discretionary$18M
Non-Disc.$113.3M
Employees55
Clients100
DateJul 2013
Total AUM$131.4M
Discretionary$18M
Non-Disc.$113.3M
Employees55
Clients100
DateJun 2013
Total AUM$131.4M
Discretionary$18M
Non-Disc.$113.3M
Employees55
Clients100
DateJun 2013
Total AUM$131.4M
Discretionary$18M
Non-Disc.$113.3M
Employees55
Clients100
DateMay 2013
Total AUM$131.4M
Discretionary$18M
Non-Disc.$113.3M
Employees55
Clients100
DateMay 2013
Total AUM$131.4M
Discretionary$18M
Non-Disc.$113.3M
Employees55
Clients100