DUGGAN, ROBERT W.
Legal name: ROBERT W. DUGGAN AND ASSOCIATES
CRD #170471 SEC #801-80082 PALO ALTO, CA 503-720-3175
SEC Registered
Total AUM
$1.3B
Discretionary
$0
Employees
1
Clients
--
Accounts
53
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2015 | $3B | $2.9B | $83.1M | 1 | 26 |
| Mar 2015 | $3B | $2.9B | $83.1M | 1 | 26 |
| Feb 2015 | $1.3B | $0 | $1.3B | 1 | 26 |
| Sep 2014 | $1.3B | $0 | $1.3B | 1 | 26 |
| Jul 2014 | $1.3B | $0 | $1.3B | 1 | 26 |
DateJun 2015
Total AUM$3B
Discretionary$2.9B
Non-Disc.$83.1M
Employees1
Clients26
DateMar 2015
Total AUM$3B
Discretionary$2.9B
Non-Disc.$83.1M
Employees1
Clients26
DateFeb 2015
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees1
Clients26
DateSep 2014
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees1
Clients26
DateJul 2014
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees1
Clients26