EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC
CRD #168246 SEC #801-78373 LAWRENCE, KS (785) 856-2222
SEC Registered
Total AUM
$440.5M
Discretionary
$393.8M
Employees
6
Clients
51
Accounts
1,242
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $440.5M | $393.8M | $46.7M | 6 | 0 |
| Mar 2023 | $369.1M | $303.3M | $65.8M | 5 | 0 |
| Feb 2022 | $432.5M | $357M | $75.5M | 6 | 0 |
| Oct 2021 | $353.9M | $280.8M | $73.1M | 6 | 0 |
| Feb 2021 | $353.9M | $280.8M | $73.1M | 6 | 0 |
| Jun 2020 | $322M | $239.2M | $82.8M | 6 | 0 |
| Mar 2020 | $322M | $239.2M | $82.8M | 6 | 0 |
| Feb 2019 | $270M | $200.5M | $69.4M | 5 | 0 |
| Feb 2018 | $278.1M | $201M | $77.1M | 4 | 0 |
| Mar 2017 | $227.3M | $158.9M | $68.5M | 4 | 300 |
| Nov 2016 | $192.9M | $136.6M | $56.2M | 4 | 592 |
| Mar 2016 | $192.9M | $136.6M | $56.2M | 4 | 592 |
| Mar 2015 | $202.6M | $131.8M | $70.9M | 5 | 592 |
| Jun 2014 | $178M | $105.3M | $72.7M | 5 | 300 |
| Mar 2014 | $178M | $105.3M | $72.7M | 5 | 300 |
| Dec 2013 | $161.1M | $161.1M | $0 | 4 | 300 |
| Sep 2013 | $0 | $0 | $0 | 4 | 0 |
| Aug 2013 | $0 | $0 | $0 | 4 | 0 |
| Aug 2013 | $0 | $0 | $0 | 4 | 0 |
| Jul 2013 | $0 | $0 | $0 | 4 | 0 |
DateMar 2024
Total AUM$440.5M
Discretionary$393.8M
Non-Disc.$46.7M
Employees6
Clients0
DateMar 2023
Total AUM$369.1M
Discretionary$303.3M
Non-Disc.$65.8M
Employees5
Clients0
DateFeb 2022
Total AUM$432.5M
Discretionary$357M
Non-Disc.$75.5M
Employees6
Clients0
DateOct 2021
Total AUM$353.9M
Discretionary$280.8M
Non-Disc.$73.1M
Employees6
Clients0
DateFeb 2021
Total AUM$353.9M
Discretionary$280.8M
Non-Disc.$73.1M
Employees6
Clients0
DateJun 2020
Total AUM$322M
Discretionary$239.2M
Non-Disc.$82.8M
Employees6
Clients0
DateMar 2020
Total AUM$322M
Discretionary$239.2M
Non-Disc.$82.8M
Employees6
Clients0
DateFeb 2019
Total AUM$270M
Discretionary$200.5M
Non-Disc.$69.4M
Employees5
Clients0
DateFeb 2018
Total AUM$278.1M
Discretionary$201M
Non-Disc.$77.1M
Employees4
Clients0
DateMar 2017
Total AUM$227.3M
Discretionary$158.9M
Non-Disc.$68.5M
Employees4
Clients300
DateNov 2016
Total AUM$192.9M
Discretionary$136.6M
Non-Disc.$56.2M
Employees4
Clients592
DateMar 2016
Total AUM$192.9M
Discretionary$136.6M
Non-Disc.$56.2M
Employees4
Clients592
DateMar 2015
Total AUM$202.6M
Discretionary$131.8M
Non-Disc.$70.9M
Employees5
Clients592
DateJun 2014
Total AUM$178M
Discretionary$105.3M
Non-Disc.$72.7M
Employees5
Clients300
DateMar 2014
Total AUM$178M
Discretionary$105.3M
Non-Disc.$72.7M
Employees5
Clients300
DateDec 2013
Total AUM$161.1M
Discretionary$161.1M
Non-Disc.$0
Employees4
Clients300
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0