INDEPENDENT ADVISOR ALLIANCE, LLC
CRD #168267 SEC #801-78808 CHARLOTTE, NC 888.430.1555
SEC Registered
Total AUM
$14.1B
Discretionary
$14.1B
Employees
283
Clients
51
Accounts
54,861
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $14.1B | $14.1B | $0 | 283 | 42 |
| Oct 2025 | $14.1B | $14.1B | $0 | 283 | 42 |
| Oct 2025 | $14.1B | $14.1B | $0 | 283 | 42 |
| Sep 2025 | $14.1B | $14.1B | $0 | 283 | 42 |
| Sep 2025 | $14.1B | $14.1B | $0 | 283 | 42 |
| Sep 2025 | $14.1B | $14.1B | $0 | 283 | 42 |
| Sep 2025 | $14.1B | $14.1B | $0 | 283 | 42 |
| Sep 2025 | $14.1B | $14.1B | $0 | 283 | 42 |
| Aug 2025 | $14.1B | $14.1B | $0 | 283 | 42 |
| Jun 2025 | $14.1B | $14.1B | $0 | 283 | 42 |
| Jun 2025 | $14.1B | $14.1B | $0 | 283 | 42 |
| Apr 2025 | $14.1B | $14.1B | $0 | 283 | 42 |
| Apr 2025 | $14.1B | $14.1B | $0 | 283 | 42 |
| Mar 2025 | $14.1B | $14.1B | $0 | 283 | 42 |
| Feb 2025 | $12.8B | $12.8B | $0 | 230 | 68 |
| Jan 2025 | $12.8B | $12.8B | $0 | 230 | 68 |
| Jan 2025 | $12.8B | $12.8B | $0 | 230 | 68 |
| Jan 2025 | $12.8B | $12.8B | $0 | 230 | 68 |
| Dec 2024 | $12.8B | $12.8B | $0 | 230 | 68 |
| Dec 2024 | $12.8B | $12.8B | $0 | 230 | 68 |
| Nov 2024 | $12.8B | $12.8B | $0 | 230 | 68 |
| Oct 2024 | $12.8B | $12.8B | $0 | 230 | 68 |
| Oct 2024 | $12.8B | $12.8B | $0 | 230 | 68 |
| Aug 2024 | $12.8B | $12.8B | $0 | 230 | 68 |
| Aug 2024 | $12.8B | $12.8B | $0 | 230 | 68 |
| Aug 2024 | $12.8B | $12.8B | $0 | 230 | 68 |
| Aug 2024 | $12.8B | $12.8B | $0 | 230 | 68 |
| Aug 2024 | $12.8B | $12.8B | $0 | 230 | 68 |
| Jul 2024 | $12.8B | $12.8B | $0 | 230 | 68 |
| Jul 2024 | $12.8B | $12.8B | $0 | 230 | 68 |
| Jul 2024 | $12.8B | $12.8B | $0 | 230 | 68 |
| Jul 2024 | $12.8B | $12.8B | $0 | 230 | 68 |
| Jul 2024 | $12.8B | $12.8B | $0 | 230 | 68 |
| Jun 2024 | $12.8B | $12.8B | $0 | 230 | 68 |
| Jun 2024 | $12.8B | $12.8B | $0 | 230 | 68 |
| May 2024 | $12.8B | $12.8B | $0 | 230 | 68 |
| Apr 2024 | $12.8B | $12.8B | $0 | 230 | 68 |
| Mar 2024 | $12.8B | $12.8B | $0 | 230 | 68 |
| Feb 2024 | $12.8B | $12.8B | $0 | 230 | 68 |
| Feb 2024 | $10.1B | $10.1B | $0 | 227 | 205 |
| Feb 2024 | $10.1B | $10.1B | $0 | 227 | 205 |
| Jan 2024 | $10.1B | $10.1B | $0 | 227 | 205 |
| Nov 2023 | $10.1B | $10.1B | $0 | 227 | 205 |
| Oct 2023 | $10.1B | $10.1B | $0 | 227 | 205 |
| Aug 2023 | $10.1B | $10.1B | $0 | 227 | 205 |
| Aug 2023 | $10.1B | $10.1B | $0 | 227 | 205 |
| Jun 2023 | $10.1B | $10.1B | $0 | 227 | 205 |
| May 2023 | $10.1B | $10.1B | $0 | 227 | 205 |
| May 2023 | $10.1B | $10.1B | $0 | 227 | 205 |
| May 2023 | $10.1B | $10.1B | $0 | 227 | 205 |
| May 2023 | $10.1B | $10.1B | $0 | 227 | 205 |
| Apr 2023 | $10.1B | $10.1B | $0 | 227 | 205 |
| Mar 2023 | $10.1B | $10.1B | $0 | 227 | 205 |
| Feb 2023 | $9.8B | $9.8B | $0 | 207 | 227 |
| Feb 2023 | $9.8B | $9.8B | $0 | 207 | 227 |
| Jan 2023 | $9.8B | $9.8B | $0 | 207 | 227 |
| Jan 2023 | $9.8B | $9.8B | $0 | 207 | 227 |
| Jan 2023 | $9.8B | $9.8B | $0 | 207 | 227 |
| Nov 2022 | $9.8B | $9.8B | $0 | 207 | 227 |
| Oct 2022 | $9.8B | $9.8B | $0 | 207 | 227 |
| Oct 2022 | $9.8B | $9.8B | $0 | 207 | 227 |
| Oct 2022 | $9.8B | $9.8B | $0 | 207 | 227 |
| Jul 2022 | $9.8B | $9.8B | $0 | 207 | 227 |
| Jun 2022 | $9.8B | $9.8B | $0 | 207 | 227 |
| May 2022 | $9.8B | $9.8B | $0 | 207 | 227 |
| May 2022 | $9.8B | $9.8B | $0 | 207 | 227 |
| May 2022 | $9.8B | $9.8B | $0 | 207 | 227 |
| Apr 2022 | $9.8B | $9.8B | $0 | 207 | 227 |
| Mar 2022 | $9.8B | $9.8B | $0 | 207 | 227 |
| Jan 2022 | $7.7B | $7.1B | $588.3M | 208 | 438 |
| Jan 2022 | $7.7B | $7.1B | $588.3M | 208 | 438 |
| Oct 2021 | $7.7B | $7.1B | $588.3M | 208 | 438 |
| Oct 2021 | $7.7B | $7.1B | $588.3M | 208 | 438 |
| Sep 2021 | $7.7B | $7.1B | $588.3M | 208 | 438 |
| Sep 2021 | $7.7B | $7.1B | $588.3M | 208 | 438 |
| Sep 2021 | $7.7B | $7.1B | $588.3M | 208 | 438 |
| Sep 2021 | $7.7B | $7.1B | $588.3M | 208 | 438 |
| Aug 2021 | $7.7B | $7.1B | $588.3M | 208 | 438 |
| Aug 2021 | $7.7B | $7.1B | $588.3M | 208 | 438 |
| Jun 2021 | $7.7B | $7.1B | $588.3M | 208 | 438 |
| May 2021 | $7.7B | $7.1B | $588.3M | 208 | 438 |
| May 2021 | $7.7B | $7.1B | $588.3M | 208 | 438 |
| Apr 2021 | $7.7B | $7.1B | $588.3M | 208 | 438 |
| Mar 2021 | $7.7B | $7.1B | $588.3M | 208 | 438 |
| Feb 2021 | $5.9B | $5.8B | $34.3M | 205 | 374 |
| Oct 2020 | $5.9B | $5.8B | $34.3M | 205 | 374 |
| Oct 2020 | $5.9B | $5.8B | $34.3M | 205 | 374 |
| Oct 2020 | $5.9B | $5.8B | $34.3M | 205 | 374 |
| Sep 2020 | $5.9B | $5.8B | $34.3M | 205 | 374 |
| Sep 2020 | $5.9B | $5.8B | $34.3M | 205 | 374 |
| Aug 2020 | $5.9B | $5.8B | $34.3M | 205 | 374 |
| Aug 2020 | $5.9B | $5.8B | $34.3M | 205 | 374 |
| Jul 2020 | $5.9B | $5.8B | $34.3M | 205 | 374 |
| Jul 2020 | $5.9B | $5.8B | $34.3M | 205 | 374 |
| Jun 2020 | $5.9B | $5.8B | $34.3M | 205 | 374 |
| Jun 2020 | $5.9B | $5.8B | $34.3M | 205 | 374 |
| May 2020 | $5.9B | $5.8B | $34.3M | 205 | 374 |
| May 2020 | $5.9B | $5.8B | $34.3M | 205 | 374 |
| Apr 2020 | $5.9B | $5.8B | $34.3M | 205 | 374 |
| Mar 2020 | $5.9B | $5.8B | $34.3M | 205 | 374 |
| Mar 2020 | $4.7B | $4.7B | $57.2M | 175 | 290 |
| Feb 2020 | $4.7B | $4.7B | $57.2M | 175 | 290 |
| Feb 2020 | $4.7B | $4.7B | $57.2M | 175 | 290 |
| Feb 2020 | $4.7B | $4.7B | $57.2M | 175 | 290 |
| Jan 2020 | $4.7B | $4.7B | $57.2M | 175 | 290 |
| Jan 2020 | $4.7B | $4.7B | $57.2M | 175 | 290 |
| Jan 2020 | $4.7B | $4.7B | $57.2M | 175 | 290 |
| Nov 2019 | $4.7B | $4.7B | $57.2M | 175 | 290 |
| Nov 2019 | $4.7B | $4.7B | $57.2M | 175 | 290 |
| Oct 2019 | $4.7B | $4.7B | $57.2M | 175 | 290 |
| Oct 2019 | $4.7B | $4.7B | $57.2M | 175 | 290 |
| Oct 2019 | $4.7B | $4.7B | $57.2M | 175 | 290 |
| Sep 2019 | $4.7B | $4.7B | $57.2M | 175 | 290 |
| Aug 2019 | $4.7B | $4.7B | $57.2M | 175 | 290 |
| Aug 2019 | $4.7B | $4.7B | $57.2M | 175 | 290 |
| Aug 2019 | $4.7B | $4.7B | $57.2M | 175 | 290 |
| Jul 2019 | $4.7B | $4.7B | $57.2M | 175 | 290 |
| Jun 2019 | $4.7B | $4.7B | $57.2M | 175 | 290 |
| Jun 2019 | $4.7B | $4.7B | $57.2M | 175 | 290 |
| May 2019 | $4.7B | $4.7B | $57.2M | 175 | 290 |
| May 2019 | $4.7B | $4.7B | $57.2M | 175 | 290 |
| May 2019 | $4.7B | $4.7B | $57.2M | 175 | 290 |
| May 2019 | $4.7B | $4.7B | $57.2M | 175 | 290 |
| May 2019 | $4.7B | $4.7B | $57.2M | 175 | 290 |
| Apr 2019 | $4.7B | $4.7B | $57.2M | 175 | 290 |
| Apr 2019 | $4.7B | $4.7B | $57.2M | 175 | 290 |
| Apr 2019 | $4.7B | $4.7B | $57.2M | 175 | 290 |
| Apr 2019 | $4.7B | $4.7B | $57.2M | 175 | 290 |
| Mar 2019 | $4.7B | $4.7B | $57.2M | 175 | 290 |
| Mar 2019 | $4.7B | $4.7B | $57.2M | 175 | 290 |
| Mar 2019 | $4.7B | $4.7B | $57.2M | 175 | 290 |
| Mar 2019 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Feb 2019 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Feb 2019 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Jan 2019 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Jan 2019 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Jan 2019 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Jan 2019 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Jan 2019 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Dec 2018 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Dec 2018 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Dec 2018 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Dec 2018 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Dec 2018 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Nov 2018 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Nov 2018 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Nov 2018 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Nov 2018 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Oct 2018 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Oct 2018 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Oct 2018 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Oct 2018 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Sep 2018 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Sep 2018 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Sep 2018 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Sep 2018 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Sep 2018 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Aug 2018 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Aug 2018 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Aug 2018 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Aug 2018 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Aug 2018 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Jul 2018 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Jul 2018 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Jun 2018 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Jun 2018 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Jun 2018 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| May 2018 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Apr 2018 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Apr 2018 | $3.1B | $3.1B | $9.9M | 107 | 112 |
| Mar 2018 | $3.1B | $3.1B | $9.9M | 104 | 112 |
| Mar 2018 | $2.7B | $2.6B | $157.2M | 177 | 350 |
| Feb 2018 | $2.7B | $2.6B | $157.2M | 177 | 350 |
| Feb 2018 | $2.7B | $2.6B | $157.2M | 177 | 350 |
| Jan 2018 | $2.7B | $2.6B | $157.2M | 177 | 350 |
| Jan 2018 | $2.7B | $2.6B | $157.2M | 177 | 350 |
| Nov 2017 | $2.7B | $2.6B | $157.2M | 177 | 350 |
| Nov 2017 | $2.7B | $2.6B | $157.2M | 177 | 350 |
| Nov 2017 | $2B | $1.9B | $140.4M | 177 | 350 |
| Sep 2017 | $2B | $1.9B | $140.4M | 177 | 5,000 |
| Sep 2017 | $2B | $1.9B | $140.4M | 177 | 5,000 |
| Sep 2017 | $2B | $1.9B | $140.4M | 177 | 5,000 |
| Sep 2017 | $2B | $1.9B | $140.4M | 177 | 5,000 |
| Aug 2017 | $2B | $1.9B | $140.4M | 177 | 5,000 |
| Aug 2017 | $2B | $1.9B | $140.4M | 177 | 5,000 |
| Jul 2017 | $2B | $1.9B | $140.4M | 177 | 5,000 |
| Jul 2017 | $2B | $1.9B | $140.4M | 177 | 5,000 |
| Jul 2017 | $2B | $1.9B | $140.4M | 177 | 5,000 |
| Jul 2017 | $2B | $1.9B | $140.4M | 177 | 5,000 |
| Jul 2017 | $2B | $1.9B | $140.4M | 177 | 5,000 |
| Jun 2017 | $2B | $1.9B | $140.4M | 177 | 5,000 |
| Jun 2017 | $2B | $1.9B | $140.4M | 177 | 5,000 |
| Jun 2017 | $1.5B | $1.5B | $0 | 133 | 5,000 |
| May 2017 | $1.5B | $1.5B | $0 | 133 | 5,000 |
| May 2017 | $1.5B | $1.5B | $0 | 133 | 5,000 |
| Apr 2017 | $1.5B | $1.5B | $0 | 133 | 5,000 |
| Mar 2017 | $1.5B | $1.5B | $0 | 133 | 5,000 |
| Mar 2017 | $1.5B | $1.5B | $0 | 133 | 5,000 |
| Feb 2017 | $906.8M | $906.8M | $0 | 41 | 3,777 |
| Jan 2017 | $906.8M | $906.8M | $0 | 41 | 3,777 |
| Dec 2016 | $906.8M | $906.8M | $0 | 41 | 3,777 |
| Nov 2016 | $906.8M | $906.8M | $0 | 41 | 3,777 |
| Oct 2016 | $906.8M | $906.8M | $0 | 41 | 3,777 |
| Sep 2016 | $906.8M | $906.8M | $0 | 41 | 3,777 |
| Aug 2016 | $906.8M | $906.8M | $0 | 41 | 3,777 |
| Aug 2016 | $906.8M | $906.8M | $0 | 41 | 3,777 |
| Jun 2016 | $906.8M | $906.8M | $0 | 41 | 3,777 |
| Jun 2016 | $906.8M | $906.8M | $0 | 41 | 3,777 |
| Jun 2016 | $906.8M | $906.8M | $0 | 41 | 3,777 |
| Jun 2016 | $906.8M | $906.8M | $0 | 41 | 3,777 |
| Jun 2016 | $906.8M | $906.8M | $0 | 41 | 3,777 |
| May 2016 | $906.8M | $906.8M | $0 | 41 | 3,777 |
| May 2016 | $906.8M | $906.8M | $0 | 41 | 3,777 |
| May 2016 | $906.8M | $906.8M | $0 | 41 | 3,777 |
| May 2016 | $906.8M | $906.8M | $0 | 41 | 3,777 |
| May 2016 | $906.8M | $906.8M | $0 | 41 | 3,777 |
| Apr 2016 | $906.8M | $906.8M | $0 | 41 | 3,777 |
| Apr 2016 | $906.8M | $906.8M | $0 | 41 | 3,777 |
| Mar 2016 | $906.8M | $906.8M | $0 | 41 | 3,777 |
| Mar 2016 | $906.8M | $906.8M | $0 | 41 | 3,777 |
| Feb 2016 | $596.7M | $596.7M | $0 | 32 | 1,800 |
| Jan 2016 | $596.7M | $596.7M | $0 | 32 | 1,800 |
| Dec 2015 | $596.7M | $596.7M | $0 | 32 | 1,800 |
| Dec 2015 | $596.7M | $596.7M | $0 | 32 | 1,800 |
| Nov 2015 | $596.7M | $596.7M | $0 | 32 | 1,800 |
| Oct 2015 | $596.7M | $596.7M | $0 | 32 | 1,800 |
| Oct 2015 | $596.7M | $596.7M | $0 | 32 | 1,800 |
| Oct 2015 | $341.1M | $341.1M | $0 | 32 | 1,800 |
| Oct 2015 | $341.1M | $341.1M | $0 | 32 | 1,800 |
| Sep 2015 | $341.1M | $341.1M | $0 | 32 | 1,800 |
| Sep 2015 | $341.1M | $341.1M | $0 | 32 | 1,800 |
| Aug 2015 | $341.1M | $341.1M | $0 | 32 | 1,800 |
| Jul 2015 | $341.1M | $341.1M | $0 | 32 | 1,800 |
| Jul 2015 | $341.1M | $341.1M | $0 | 32 | 1,800 |
| Jun 2015 | $341.1M | $341.1M | $0 | 32 | 1,800 |
| Jun 2015 | $341.1M | $341.1M | $0 | 32 | 1,800 |
| May 2015 | $341.1M | $341.1M | $0 | 32 | 1,800 |
| May 2015 | $341.1M | $341.1M | $0 | 32 | 1,800 |
| May 2015 | $341.1M | $341.1M | $0 | 32 | 1,800 |
| Mar 2015 | $341.1M | $341.1M | $0 | 32 | 1,800 |
| Feb 2015 | $341.1M | $341.1M | $0 | 32 | 1,800 |
| Jan 2015 | $341.1M | $341.1M | $0 | 32 | 1,800 |
| Dec 2014 | $309M | $309M | $0 | 31 | 1 |
| Oct 2014 | $284M | $284M | $0 | 31 | 1 |
| Oct 2014 | $284M | $284M | $0 | 31 | 1 |
| Aug 2014 | $284M | $284M | $0 | 31 | 1 |
| Mar 2014 | $158M | $158M | $0 | 22 | 1 |
| Jan 2014 | $0 | $0 | $0 | 11 | 0 |
| Dec 2013 | $0 | $0 | $0 | 11 | 0 |
| Nov 2013 | $0 | $0 | $0 | 11 | 0 |
DateNov 2025
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees283
Clients42
DateOct 2025
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees283
Clients42
DateOct 2025
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees283
Clients42
DateSep 2025
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees283
Clients42
DateSep 2025
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees283
Clients42
DateSep 2025
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees283
Clients42
DateSep 2025
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees283
Clients42
DateSep 2025
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees283
Clients42
DateAug 2025
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees283
Clients42
DateJun 2025
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees283
Clients42
DateJun 2025
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees283
Clients42
DateApr 2025
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees283
Clients42
DateApr 2025
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees283
Clients42
DateMar 2025
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees283
Clients42
DateFeb 2025
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees230
Clients68
DateJan 2025
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees230
Clients68
DateJan 2025
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees230
Clients68
DateJan 2025
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees230
Clients68
DateDec 2024
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees230
Clients68
DateDec 2024
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees230
Clients68
DateNov 2024
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees230
Clients68
DateOct 2024
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees230
Clients68
DateOct 2024
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees230
Clients68
DateAug 2024
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees230
Clients68
DateAug 2024
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees230
Clients68
DateAug 2024
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees230
Clients68
DateAug 2024
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees230
Clients68
DateAug 2024
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees230
Clients68
DateJul 2024
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees230
Clients68
DateJul 2024
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees230
Clients68
DateJul 2024
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees230
Clients68
DateJul 2024
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees230
Clients68
DateJul 2024
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees230
Clients68
DateJun 2024
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees230
Clients68
DateJun 2024
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees230
Clients68
DateMay 2024
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees230
Clients68
DateApr 2024
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees230
Clients68
DateMar 2024
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees230
Clients68
DateFeb 2024
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees230
Clients68
DateFeb 2024
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees227
Clients205
DateFeb 2024
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees227
Clients205
DateJan 2024
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees227
Clients205
DateNov 2023
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees227
Clients205
DateOct 2023
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees227
Clients205
DateAug 2023
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees227
Clients205
DateAug 2023
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees227
Clients205
DateJun 2023
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees227
Clients205
DateMay 2023
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees227
Clients205
DateMay 2023
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees227
Clients205
DateMay 2023
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees227
Clients205
DateMay 2023
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees227
Clients205
DateApr 2023
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees227
Clients205
DateMar 2023
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees227
Clients205
DateFeb 2023
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees207
Clients227
DateFeb 2023
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees207
Clients227
DateJan 2023
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees207
Clients227
DateJan 2023
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees207
Clients227
DateJan 2023
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees207
Clients227
DateNov 2022
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees207
Clients227
DateOct 2022
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees207
Clients227
DateOct 2022
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees207
Clients227
DateOct 2022
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees207
Clients227
DateJul 2022
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees207
Clients227
DateJun 2022
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees207
Clients227
DateMay 2022
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees207
Clients227
DateMay 2022
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees207
Clients227
DateMay 2022
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees207
Clients227
DateApr 2022
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees207
Clients227
DateMar 2022
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees207
Clients227
DateJan 2022
Total AUM$7.7B
Discretionary$7.1B
Non-Disc.$588.3M
Employees208
Clients438
DateJan 2022
Total AUM$7.7B
Discretionary$7.1B
Non-Disc.$588.3M
Employees208
Clients438
DateOct 2021
Total AUM$7.7B
Discretionary$7.1B
Non-Disc.$588.3M
Employees208
Clients438
DateOct 2021
Total AUM$7.7B
Discretionary$7.1B
Non-Disc.$588.3M
Employees208
Clients438
DateSep 2021
Total AUM$7.7B
Discretionary$7.1B
Non-Disc.$588.3M
Employees208
Clients438
DateSep 2021
Total AUM$7.7B
Discretionary$7.1B
Non-Disc.$588.3M
Employees208
Clients438
DateSep 2021
Total AUM$7.7B
Discretionary$7.1B
Non-Disc.$588.3M
Employees208
Clients438
DateSep 2021
Total AUM$7.7B
Discretionary$7.1B
Non-Disc.$588.3M
Employees208
Clients438
DateAug 2021
Total AUM$7.7B
Discretionary$7.1B
Non-Disc.$588.3M
Employees208
Clients438
DateAug 2021
Total AUM$7.7B
Discretionary$7.1B
Non-Disc.$588.3M
Employees208
Clients438
DateJun 2021
Total AUM$7.7B
Discretionary$7.1B
Non-Disc.$588.3M
Employees208
Clients438
DateMay 2021
Total AUM$7.7B
Discretionary$7.1B
Non-Disc.$588.3M
Employees208
Clients438
DateMay 2021
Total AUM$7.7B
Discretionary$7.1B
Non-Disc.$588.3M
Employees208
Clients438
DateApr 2021
Total AUM$7.7B
Discretionary$7.1B
Non-Disc.$588.3M
Employees208
Clients438
DateMar 2021
Total AUM$7.7B
Discretionary$7.1B
Non-Disc.$588.3M
Employees208
Clients438
DateFeb 2021
Total AUM$5.9B
Discretionary$5.8B
Non-Disc.$34.3M
Employees205
Clients374
DateOct 2020
Total AUM$5.9B
Discretionary$5.8B
Non-Disc.$34.3M
Employees205
Clients374
DateOct 2020
Total AUM$5.9B
Discretionary$5.8B
Non-Disc.$34.3M
Employees205
Clients374
DateOct 2020
Total AUM$5.9B
Discretionary$5.8B
Non-Disc.$34.3M
Employees205
Clients374
DateSep 2020
Total AUM$5.9B
Discretionary$5.8B
Non-Disc.$34.3M
Employees205
Clients374
DateSep 2020
Total AUM$5.9B
Discretionary$5.8B
Non-Disc.$34.3M
Employees205
Clients374
DateAug 2020
Total AUM$5.9B
Discretionary$5.8B
Non-Disc.$34.3M
Employees205
Clients374
DateAug 2020
Total AUM$5.9B
Discretionary$5.8B
Non-Disc.$34.3M
Employees205
Clients374
DateJul 2020
Total AUM$5.9B
Discretionary$5.8B
Non-Disc.$34.3M
Employees205
Clients374
DateJul 2020
Total AUM$5.9B
Discretionary$5.8B
Non-Disc.$34.3M
Employees205
Clients374
DateJun 2020
Total AUM$5.9B
Discretionary$5.8B
Non-Disc.$34.3M
Employees205
Clients374
DateJun 2020
Total AUM$5.9B
Discretionary$5.8B
Non-Disc.$34.3M
Employees205
Clients374
DateMay 2020
Total AUM$5.9B
Discretionary$5.8B
Non-Disc.$34.3M
Employees205
Clients374
DateMay 2020
Total AUM$5.9B
Discretionary$5.8B
Non-Disc.$34.3M
Employees205
Clients374
DateApr 2020
Total AUM$5.9B
Discretionary$5.8B
Non-Disc.$34.3M
Employees205
Clients374
DateMar 2020
Total AUM$5.9B
Discretionary$5.8B
Non-Disc.$34.3M
Employees205
Clients374
DateMar 2020
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$57.2M
Employees175
Clients290
DateFeb 2020
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$57.2M
Employees175
Clients290
DateFeb 2020
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$57.2M
Employees175
Clients290
DateFeb 2020
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$57.2M
Employees175
Clients290
DateJan 2020
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$57.2M
Employees175
Clients290
DateJan 2020
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$57.2M
Employees175
Clients290
DateJan 2020
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$57.2M
Employees175
Clients290
DateNov 2019
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$57.2M
Employees175
Clients290
DateNov 2019
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$57.2M
Employees175
Clients290
DateOct 2019
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$57.2M
Employees175
Clients290
DateOct 2019
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$57.2M
Employees175
Clients290
DateOct 2019
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$57.2M
Employees175
Clients290
DateSep 2019
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$57.2M
Employees175
Clients290
DateAug 2019
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$57.2M
Employees175
Clients290
DateAug 2019
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$57.2M
Employees175
Clients290
DateAug 2019
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$57.2M
Employees175
Clients290
DateJul 2019
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$57.2M
Employees175
Clients290
DateJun 2019
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$57.2M
Employees175
Clients290
DateJun 2019
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$57.2M
Employees175
Clients290
DateMay 2019
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$57.2M
Employees175
Clients290
DateMay 2019
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$57.2M
Employees175
Clients290
DateMay 2019
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$57.2M
Employees175
Clients290
DateMay 2019
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$57.2M
Employees175
Clients290
DateMay 2019
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$57.2M
Employees175
Clients290
DateApr 2019
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$57.2M
Employees175
Clients290
DateApr 2019
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$57.2M
Employees175
Clients290
DateApr 2019
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$57.2M
Employees175
Clients290
DateApr 2019
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$57.2M
Employees175
Clients290
DateMar 2019
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$57.2M
Employees175
Clients290
DateMar 2019
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$57.2M
Employees175
Clients290
DateMar 2019
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$57.2M
Employees175
Clients290
DateMar 2019
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateFeb 2019
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateFeb 2019
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateJan 2019
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateJan 2019
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateJan 2019
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateJan 2019
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateJan 2019
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateDec 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateDec 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateDec 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateDec 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateDec 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateNov 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateNov 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateNov 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateNov 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateOct 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateOct 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateOct 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateOct 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateSep 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateSep 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateSep 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateSep 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateSep 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateAug 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateAug 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateAug 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateAug 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateAug 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateJul 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateJul 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateJun 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateJun 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateJun 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateMay 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateApr 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateApr 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees107
Clients112
DateMar 2018
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.9M
Employees104
Clients112
DateMar 2018
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$157.2M
Employees177
Clients350
DateFeb 2018
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$157.2M
Employees177
Clients350
DateFeb 2018
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$157.2M
Employees177
Clients350
DateJan 2018
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$157.2M
Employees177
Clients350
DateJan 2018
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$157.2M
Employees177
Clients350
DateNov 2017
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$157.2M
Employees177
Clients350
DateNov 2017
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$157.2M
Employees177
Clients350
DateNov 2017
Total AUM$2B
Discretionary$1.9B
Non-Disc.$140.4M
Employees177
Clients350
DateSep 2017
Total AUM$2B
Discretionary$1.9B
Non-Disc.$140.4M
Employees177
Clients5,000
DateSep 2017
Total AUM$2B
Discretionary$1.9B
Non-Disc.$140.4M
Employees177
Clients5,000
DateSep 2017
Total AUM$2B
Discretionary$1.9B
Non-Disc.$140.4M
Employees177
Clients5,000
DateSep 2017
Total AUM$2B
Discretionary$1.9B
Non-Disc.$140.4M
Employees177
Clients5,000
DateAug 2017
Total AUM$2B
Discretionary$1.9B
Non-Disc.$140.4M
Employees177
Clients5,000
DateAug 2017
Total AUM$2B
Discretionary$1.9B
Non-Disc.$140.4M
Employees177
Clients5,000
DateJul 2017
Total AUM$2B
Discretionary$1.9B
Non-Disc.$140.4M
Employees177
Clients5,000
DateJul 2017
Total AUM$2B
Discretionary$1.9B
Non-Disc.$140.4M
Employees177
Clients5,000
DateJul 2017
Total AUM$2B
Discretionary$1.9B
Non-Disc.$140.4M
Employees177
Clients5,000
DateJul 2017
Total AUM$2B
Discretionary$1.9B
Non-Disc.$140.4M
Employees177
Clients5,000
DateJul 2017
Total AUM$2B
Discretionary$1.9B
Non-Disc.$140.4M
Employees177
Clients5,000
DateJun 2017
Total AUM$2B
Discretionary$1.9B
Non-Disc.$140.4M
Employees177
Clients5,000
DateJun 2017
Total AUM$2B
Discretionary$1.9B
Non-Disc.$140.4M
Employees177
Clients5,000
DateJun 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees133
Clients5,000
DateMay 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees133
Clients5,000
DateMay 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees133
Clients5,000
DateApr 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees133
Clients5,000
DateMar 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees133
Clients5,000
DateMar 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees133
Clients5,000
DateFeb 2017
Total AUM$906.8M
Discretionary$906.8M
Non-Disc.$0
Employees41
Clients3,777
DateJan 2017
Total AUM$906.8M
Discretionary$906.8M
Non-Disc.$0
Employees41
Clients3,777
DateDec 2016
Total AUM$906.8M
Discretionary$906.8M
Non-Disc.$0
Employees41
Clients3,777
DateNov 2016
Total AUM$906.8M
Discretionary$906.8M
Non-Disc.$0
Employees41
Clients3,777
DateOct 2016
Total AUM$906.8M
Discretionary$906.8M
Non-Disc.$0
Employees41
Clients3,777
DateSep 2016
Total AUM$906.8M
Discretionary$906.8M
Non-Disc.$0
Employees41
Clients3,777
DateAug 2016
Total AUM$906.8M
Discretionary$906.8M
Non-Disc.$0
Employees41
Clients3,777
DateAug 2016
Total AUM$906.8M
Discretionary$906.8M
Non-Disc.$0
Employees41
Clients3,777
DateJun 2016
Total AUM$906.8M
Discretionary$906.8M
Non-Disc.$0
Employees41
Clients3,777
DateJun 2016
Total AUM$906.8M
Discretionary$906.8M
Non-Disc.$0
Employees41
Clients3,777
DateJun 2016
Total AUM$906.8M
Discretionary$906.8M
Non-Disc.$0
Employees41
Clients3,777
DateJun 2016
Total AUM$906.8M
Discretionary$906.8M
Non-Disc.$0
Employees41
Clients3,777
DateJun 2016
Total AUM$906.8M
Discretionary$906.8M
Non-Disc.$0
Employees41
Clients3,777
DateMay 2016
Total AUM$906.8M
Discretionary$906.8M
Non-Disc.$0
Employees41
Clients3,777
DateMay 2016
Total AUM$906.8M
Discretionary$906.8M
Non-Disc.$0
Employees41
Clients3,777
DateMay 2016
Total AUM$906.8M
Discretionary$906.8M
Non-Disc.$0
Employees41
Clients3,777
DateMay 2016
Total AUM$906.8M
Discretionary$906.8M
Non-Disc.$0
Employees41
Clients3,777
DateMay 2016
Total AUM$906.8M
Discretionary$906.8M
Non-Disc.$0
Employees41
Clients3,777
DateApr 2016
Total AUM$906.8M
Discretionary$906.8M
Non-Disc.$0
Employees41
Clients3,777
DateApr 2016
Total AUM$906.8M
Discretionary$906.8M
Non-Disc.$0
Employees41
Clients3,777
DateMar 2016
Total AUM$906.8M
Discretionary$906.8M
Non-Disc.$0
Employees41
Clients3,777
DateMar 2016
Total AUM$906.8M
Discretionary$906.8M
Non-Disc.$0
Employees41
Clients3,777
DateFeb 2016
Total AUM$596.7M
Discretionary$596.7M
Non-Disc.$0
Employees32
Clients1,800
DateJan 2016
Total AUM$596.7M
Discretionary$596.7M
Non-Disc.$0
Employees32
Clients1,800
DateDec 2015
Total AUM$596.7M
Discretionary$596.7M
Non-Disc.$0
Employees32
Clients1,800
DateDec 2015
Total AUM$596.7M
Discretionary$596.7M
Non-Disc.$0
Employees32
Clients1,800
DateNov 2015
Total AUM$596.7M
Discretionary$596.7M
Non-Disc.$0
Employees32
Clients1,800
DateOct 2015
Total AUM$596.7M
Discretionary$596.7M
Non-Disc.$0
Employees32
Clients1,800
DateOct 2015
Total AUM$596.7M
Discretionary$596.7M
Non-Disc.$0
Employees32
Clients1,800
DateOct 2015
Total AUM$341.1M
Discretionary$341.1M
Non-Disc.$0
Employees32
Clients1,800
DateOct 2015
Total AUM$341.1M
Discretionary$341.1M
Non-Disc.$0
Employees32
Clients1,800
DateSep 2015
Total AUM$341.1M
Discretionary$341.1M
Non-Disc.$0
Employees32
Clients1,800
DateSep 2015
Total AUM$341.1M
Discretionary$341.1M
Non-Disc.$0
Employees32
Clients1,800
DateAug 2015
Total AUM$341.1M
Discretionary$341.1M
Non-Disc.$0
Employees32
Clients1,800
DateJul 2015
Total AUM$341.1M
Discretionary$341.1M
Non-Disc.$0
Employees32
Clients1,800
DateJul 2015
Total AUM$341.1M
Discretionary$341.1M
Non-Disc.$0
Employees32
Clients1,800
DateJun 2015
Total AUM$341.1M
Discretionary$341.1M
Non-Disc.$0
Employees32
Clients1,800
DateJun 2015
Total AUM$341.1M
Discretionary$341.1M
Non-Disc.$0
Employees32
Clients1,800
DateMay 2015
Total AUM$341.1M
Discretionary$341.1M
Non-Disc.$0
Employees32
Clients1,800
DateMay 2015
Total AUM$341.1M
Discretionary$341.1M
Non-Disc.$0
Employees32
Clients1,800
DateMay 2015
Total AUM$341.1M
Discretionary$341.1M
Non-Disc.$0
Employees32
Clients1,800
DateMar 2015
Total AUM$341.1M
Discretionary$341.1M
Non-Disc.$0
Employees32
Clients1,800
DateFeb 2015
Total AUM$341.1M
Discretionary$341.1M
Non-Disc.$0
Employees32
Clients1,800
DateJan 2015
Total AUM$341.1M
Discretionary$341.1M
Non-Disc.$0
Employees32
Clients1,800
DateDec 2014
Total AUM$309M
Discretionary$309M
Non-Disc.$0
Employees31
Clients1
DateOct 2014
Total AUM$284M
Discretionary$284M
Non-Disc.$0
Employees31
Clients1
DateOct 2014
Total AUM$284M
Discretionary$284M
Non-Disc.$0
Employees31
Clients1
DateAug 2014
Total AUM$284M
Discretionary$284M
Non-Disc.$0
Employees31
Clients1
DateMar 2014
Total AUM$158M
Discretionary$158M
Non-Disc.$0
Employees22
Clients1
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateDec 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateNov 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0