OSAIC ADVISORY SERVICES, LLC
CRD #171070 SEC #801-80075 ATLANTA, GA 866-580-8219
SEC Registered Disclosures
Total AUM
$12.5B
Discretionary
$12B
Employees
2,594
Clients
51
Accounts
47,032
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $12.5B | $12B | $425.8M | 2,594 | 293 |
| Oct 2025 | $12.5B | $12B | $425.8M | 2,594 | 293 |
| Aug 2025 | $12.5B | $12B | $425.8M | 2,594 | 293 |
| Jun 2025 | $12.5B | $12B | $425.8M | 2,594 | 293 |
| May 2025 | $12.5B | $12B | $425.8M | 2,594 | 293 |
| Mar 2025 | $12.5B | $12B | $425.8M | 2,594 | 293 |
| Mar 2025 | $4.9B | $4.8B | $133M | 2,582 | 55 |
| Dec 2024 | $4.9B | $4.8B | $133M | 2,582 | 55 |
| Dec 2024 | $4.9B | $4.8B | $133M | 2,582 | 55 |
| Nov 2024 | $4.9B | $4.8B | $133M | 2,582 | 55 |
| Nov 2024 | $4.9B | $4.8B | $133M | 2,582 | 55 |
| Nov 2024 | $4.9B | $4.8B | $133M | 2,582 | 55 |
| Sep 2024 | $4.9B | $4.8B | $133M | 2,582 | 55 |
| Aug 2024 | $4.9B | $4.8B | $133M | 2,582 | 55 |
| Jul 2024 | $4.9B | $4.8B | $133M | 2,582 | 55 |
| Apr 2024 | $4.9B | $4.8B | $133M | 2,582 | 55 |
| Apr 2024 | $4.9B | $4.8B | $133M | 2,582 | 55 |
| Mar 2024 | $4.9B | $4.8B | $133M | 2,582 | 55 |
| Feb 2024 | $4.6B | $4.5B | $134.9M | 1,748 | 77 |
| Feb 2024 | $4.6B | $4.5B | $134.9M | 1,748 | 77 |
| Feb 2024 | $4.6B | $4.5B | $134.9M | 1,748 | 77 |
| Jan 2024 | $4.6B | $4.5B | $134.9M | 1,748 | 77 |
| Dec 2023 | $4.6B | $4.5B | $134.9M | 1,748 | 77 |
| Nov 2023 | $4.6B | $4.5B | $134.9M | 1,748 | 77 |
| Nov 2023 | $4.6B | $4.5B | $134.9M | 1,748 | 77 |
| Oct 2023 | $4.6B | $4.5B | $134.9M | 1,748 | 77 |
| Oct 2023 | $4.6B | $4.5B | $134.9M | 1,748 | 77 |
| Sep 2023 | $4.6B | $4.5B | $134.9M | 1,748 | 77 |
| Sep 2023 | $4.6B | $4.5B | $134.9M | 1,748 | 77 |
| Jul 2023 | $4.6B | $4.5B | $134.9M | 1,748 | 77 |
| Jul 2023 | $4.6B | $4.5B | $134.9M | 1,748 | 77 |
| Jun 2023 | $4.6B | $4.5B | $134.9M | 1,748 | 77 |
| May 2023 | $4.6B | $4.5B | $134.9M | 1,748 | 77 |
| Apr 2023 | $4.6B | $4.5B | $134.9M | 1,748 | 77 |
| Mar 2023 | $4.6B | $4.5B | $134.9M | 1,748 | 77 |
| Mar 2023 | $5.2B | $4.9B | $230.4M | 2,037 | 161 |
| Mar 2023 | $5.2B | $4.9B | $230.4M | 2,037 | 161 |
| Feb 2023 | $5.2B | $4.9B | $230.4M | 2,037 | 161 |
| Feb 2023 | $5.2B | $4.9B | $230.4M | 2,037 | 161 |
| Jan 2023 | $5.2B | $4.9B | $230.4M | 2,037 | 161 |
| Dec 2022 | $5.2B | $4.9B | $230.4M | 2,037 | 161 |
| Dec 2022 | $5.2B | $4.9B | $230.4M | 2,037 | 161 |
| Nov 2022 | $5.2B | $4.9B | $230.4M | 2,037 | 161 |
| Oct 2022 | $5.2B | $4.9B | $230.4M | 2,037 | 161 |
| Jun 2022 | $5.2B | $4.9B | $230.4M | 2,037 | 161 |
| May 2022 | $5.2B | $4.9B | $230.4M | 2,037 | 161 |
| May 2022 | $5.2B | $4.9B | $230.4M | 2,037 | 161 |
| Apr 2022 | $5.2B | $4.9B | $230.4M | 2,037 | 161 |
| Mar 2022 | $5.2B | $4.9B | $230.4M | 2,037 | 161 |
| Jan 2022 | $3.8B | $3.5B | $259.8M | 1,828 | 96 |
| Dec 2021 | $3.8B | $3.5B | $259.8M | 1,828 | 96 |
| Nov 2021 | $3.8B | $3.5B | $259.8M | 1,828 | 96 |
| Oct 2021 | $3.8B | $3.5B | $259.8M | 1,828 | 96 |
| Sep 2021 | $3.8B | $3.5B | $259.8M | 1,828 | 96 |
| Aug 2021 | $3.8B | $3.5B | $259.8M | 1,828 | 96 |
| Jul 2021 | $3.8B | $3.5B | $259.8M | 1,828 | 96 |
| Jun 2021 | $3.8B | $3.5B | $259.8M | 1,828 | 96 |
| May 2021 | $3.8B | $3.5B | $259.8M | 1,828 | 96 |
| Apr 2021 | $3.8B | $3.5B | $259.8M | 1,828 | 96 |
| Mar 2021 | $3.8B | $3.5B | $259.8M | 1,828 | 96 |
| Jan 2021 | $3.1B | $2.8B | $248.4M | 88 | 20 |
| Dec 2020 | $3.1B | $2.8B | $248.4M | 88 | 20 |
| Dec 2020 | $3.1B | $2.8B | $248.4M | 88 | 20 |
| Nov 2020 | $3.1B | $2.8B | $248.4M | 88 | 20 |
| Nov 2020 | $3.1B | $2.8B | $248.4M | 88 | 20 |
| Oct 2020 | $3.1B | $2.8B | $248.4M | 88 | 20 |
| Sep 2020 | $3.1B | $2.8B | $248.4M | 88 | 20 |
| Aug 2020 | $3.1B | $2.8B | $248.4M | 88 | 20 |
| Jun 2020 | $3.1B | $2.8B | $248.4M | 88 | 20 |
| Jun 2020 | $3.1B | $2.8B | $248.4M | 88 | 20 |
| Jun 2020 | $3.1B | $2.8B | $248.4M | 88 | 20 |
| Jun 2020 | $3.1B | $2.8B | $248.4M | 88 | 20 |
| Mar 2020 | $3.1B | $2.8B | $248.4M | 88 | 20 |
| Mar 2020 | $1.5B | $1.3B | $160.4M | 56 | 10 |
| Mar 2020 | $1.5B | $1.3B | $160.4M | 56 | 10 |
| Dec 2019 | $1.5B | $1.3B | $160.4M | 56 | 10 |
| Dec 2019 | $1.5B | $1.3B | $160.4M | 56 | 10 |
| Nov 2019 | $1.5B | $1.3B | $160.4M | 56 | 10 |
| Nov 2019 | $1.5B | $1.3B | $160.4M | 56 | 10 |
| Oct 2019 | $1.5B | $1.3B | $160.4M | 56 | 10 |
| Sep 2019 | $1.5B | $1.3B | $160.4M | 56 | 10 |
| Sep 2019 | $1.5B | $1.3B | $160.4M | 56 | 10 |
| Sep 2019 | $1.5B | $1.3B | $160.4M | 56 | 10 |
| Jun 2019 | $1.5B | $1.3B | $160.4M | 56 | 10 |
| May 2019 | $1.5B | $1.3B | $160.4M | 56 | 10 |
| May 2019 | $1.5B | $1.3B | $160.4M | 56 | 10 |
| May 2019 | $1.5B | $1.3B | $160.4M | 56 | 10 |
| Mar 2019 | $1.5B | $1.3B | $160.4M | 56 | 10 |
| Nov 2018 | $684M | $682.7M | $1.3M | 29 | 40 |
| Oct 2018 | $684M | $682.7M | $1.3M | 29 | 40 |
| Oct 2018 | $684M | $682.7M | $1.3M | 29 | 40 |
| Sep 2018 | $684M | $682.7M | $1.3M | 29 | 40 |
| Sep 2018 | $684M | $682.7M | $1.3M | 29 | 40 |
| Aug 2018 | $684M | $682.7M | $1.3M | 29 | 40 |
| Jul 2018 | $684M | $682.7M | $1.3M | 29 | 40 |
| Jul 2018 | $684M | $682.7M | $1.3M | 29 | 40 |
| Jul 2018 | $684M | $682.7M | $1.3M | 29 | 40 |
| Jun 2018 | $684M | $682.7M | $1.3M | 29 | 40 |
| Jun 2018 | $684M | $682.7M | $1.3M | 29 | 40 |
| Jun 2018 | $684M | $682.7M | $1.3M | 29 | 40 |
| Jun 2018 | $684M | $682.7M | $1.3M | 29 | 40 |
| May 2018 | $684M | $682.7M | $1.3M | 29 | 40 |
| May 2018 | $684M | $682.7M | $1.3M | 29 | 40 |
| Apr 2018 | $684M | $682.7M | $1.3M | 29 | 40 |
| Mar 2018 | $684M | $682.7M | $1.3M | 29 | 40 |
| Feb 2018 | $609.7M | $609.7M | $0 | 27 | 3 |
| Oct 2017 | $609.7M | $609.7M | $0 | 27 | 3 |
| Mar 2017 | $541.8M | $541.8M | $0 | 24 | 1,600 |
| Jan 2017 | $134.4M | $134.4M | $0 | 22 | 700 |
| Jul 2016 | $134.4M | $134.4M | $0 | 22 | 700 |
| Jul 2016 | $134.4M | $134.4M | $0 | 22 | 700 |
| Jul 2016 | $134.4M | $134.4M | $0 | 22 | 700 |
| Jun 2016 | $134.4M | $134.4M | $0 | 22 | 700 |
| May 2016 | $134.4M | $134.4M | $0 | 22 | 700 |
| May 2016 | $134.4M | $134.4M | $0 | 22 | 700 |
| Mar 2016 | $134.4M | $134.4M | $0 | 22 | 700 |
| Feb 2016 | $37.9M | $37.9M | $0 | 12 | 300 |
| Jan 2016 | $37.9M | $37.9M | $0 | 12 | 300 |
| Jan 2016 | $37.9M | $37.9M | $0 | 12 | 300 |
| Jan 2016 | $37.9M | $37.9M | $0 | 12 | 300 |
| Oct 2015 | $37.9M | $37.9M | $0 | 12 | 300 |
| Oct 2015 | $37.9M | $37.9M | $0 | 12 | 300 |
| Mar 2015 | $37.9M | $37.9M | $0 | 12 | 300 |
| Mar 2015 | $0 | $0 | $0 | 5 | 0 |
| Jan 2015 | $0 | $0 | $0 | 5 | 0 |
| Jan 2015 | $0 | $0 | $0 | 5 | 0 |
| Dec 2014 | $0 | $0 | $0 | 5 | 0 |
| Dec 2014 | $0 | $0 | $0 | 5 | 0 |
| Nov 2014 | $0 | $0 | $0 | 5 | 0 |
| Nov 2014 | $0 | $0 | $0 | 5 | 0 |
| Nov 2014 | $0 | $0 | $0 | 5 | 0 |
| Nov 2014 | $0 | $0 | $0 | 5 | 0 |
| Nov 2014 | $0 | $0 | $0 | 5 | 0 |
| Oct 2014 | $0 | $0 | $0 | 5 | 0 |
| Aug 2014 | $0 | $0 | $0 | 5 | 0 |
| Jul 2014 | $0 | $0 | $0 | 6 | 0 |
DateDec 2025
Total AUM$12.5B
Discretionary$12B
Non-Disc.$425.8M
Employees2,594
Clients293
DateOct 2025
Total AUM$12.5B
Discretionary$12B
Non-Disc.$425.8M
Employees2,594
Clients293
DateAug 2025
Total AUM$12.5B
Discretionary$12B
Non-Disc.$425.8M
Employees2,594
Clients293
DateJun 2025
Total AUM$12.5B
Discretionary$12B
Non-Disc.$425.8M
Employees2,594
Clients293
DateMay 2025
Total AUM$12.5B
Discretionary$12B
Non-Disc.$425.8M
Employees2,594
Clients293
DateMar 2025
Total AUM$12.5B
Discretionary$12B
Non-Disc.$425.8M
Employees2,594
Clients293
DateMar 2025
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$133M
Employees2,582
Clients55
DateDec 2024
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$133M
Employees2,582
Clients55
DateDec 2024
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$133M
Employees2,582
Clients55
DateNov 2024
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$133M
Employees2,582
Clients55
DateNov 2024
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$133M
Employees2,582
Clients55
DateNov 2024
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$133M
Employees2,582
Clients55
DateSep 2024
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$133M
Employees2,582
Clients55
DateAug 2024
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$133M
Employees2,582
Clients55
DateJul 2024
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$133M
Employees2,582
Clients55
DateApr 2024
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$133M
Employees2,582
Clients55
DateApr 2024
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$133M
Employees2,582
Clients55
DateMar 2024
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$133M
Employees2,582
Clients55
DateFeb 2024
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$134.9M
Employees1,748
Clients77
DateFeb 2024
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$134.9M
Employees1,748
Clients77
DateFeb 2024
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$134.9M
Employees1,748
Clients77
DateJan 2024
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$134.9M
Employees1,748
Clients77
DateDec 2023
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$134.9M
Employees1,748
Clients77
DateNov 2023
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$134.9M
Employees1,748
Clients77
DateNov 2023
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$134.9M
Employees1,748
Clients77
DateOct 2023
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$134.9M
Employees1,748
Clients77
DateOct 2023
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$134.9M
Employees1,748
Clients77
DateSep 2023
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$134.9M
Employees1,748
Clients77
DateSep 2023
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$134.9M
Employees1,748
Clients77
DateJul 2023
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$134.9M
Employees1,748
Clients77
DateJul 2023
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$134.9M
Employees1,748
Clients77
DateJun 2023
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$134.9M
Employees1,748
Clients77
DateMay 2023
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$134.9M
Employees1,748
Clients77
DateApr 2023
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$134.9M
Employees1,748
Clients77
DateMar 2023
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$134.9M
Employees1,748
Clients77
DateMar 2023
Total AUM$5.2B
Discretionary$4.9B
Non-Disc.$230.4M
Employees2,037
Clients161
DateMar 2023
Total AUM$5.2B
Discretionary$4.9B
Non-Disc.$230.4M
Employees2,037
Clients161
DateFeb 2023
Total AUM$5.2B
Discretionary$4.9B
Non-Disc.$230.4M
Employees2,037
Clients161
DateFeb 2023
Total AUM$5.2B
Discretionary$4.9B
Non-Disc.$230.4M
Employees2,037
Clients161
DateJan 2023
Total AUM$5.2B
Discretionary$4.9B
Non-Disc.$230.4M
Employees2,037
Clients161
DateDec 2022
Total AUM$5.2B
Discretionary$4.9B
Non-Disc.$230.4M
Employees2,037
Clients161
DateDec 2022
Total AUM$5.2B
Discretionary$4.9B
Non-Disc.$230.4M
Employees2,037
Clients161
DateNov 2022
Total AUM$5.2B
Discretionary$4.9B
Non-Disc.$230.4M
Employees2,037
Clients161
DateOct 2022
Total AUM$5.2B
Discretionary$4.9B
Non-Disc.$230.4M
Employees2,037
Clients161
DateJun 2022
Total AUM$5.2B
Discretionary$4.9B
Non-Disc.$230.4M
Employees2,037
Clients161
DateMay 2022
Total AUM$5.2B
Discretionary$4.9B
Non-Disc.$230.4M
Employees2,037
Clients161
DateMay 2022
Total AUM$5.2B
Discretionary$4.9B
Non-Disc.$230.4M
Employees2,037
Clients161
DateApr 2022
Total AUM$5.2B
Discretionary$4.9B
Non-Disc.$230.4M
Employees2,037
Clients161
DateMar 2022
Total AUM$5.2B
Discretionary$4.9B
Non-Disc.$230.4M
Employees2,037
Clients161
DateJan 2022
Total AUM$3.8B
Discretionary$3.5B
Non-Disc.$259.8M
Employees1,828
Clients96
DateDec 2021
Total AUM$3.8B
Discretionary$3.5B
Non-Disc.$259.8M
Employees1,828
Clients96
DateNov 2021
Total AUM$3.8B
Discretionary$3.5B
Non-Disc.$259.8M
Employees1,828
Clients96
DateOct 2021
Total AUM$3.8B
Discretionary$3.5B
Non-Disc.$259.8M
Employees1,828
Clients96
DateSep 2021
Total AUM$3.8B
Discretionary$3.5B
Non-Disc.$259.8M
Employees1,828
Clients96
DateAug 2021
Total AUM$3.8B
Discretionary$3.5B
Non-Disc.$259.8M
Employees1,828
Clients96
DateJul 2021
Total AUM$3.8B
Discretionary$3.5B
Non-Disc.$259.8M
Employees1,828
Clients96
DateJun 2021
Total AUM$3.8B
Discretionary$3.5B
Non-Disc.$259.8M
Employees1,828
Clients96
DateMay 2021
Total AUM$3.8B
Discretionary$3.5B
Non-Disc.$259.8M
Employees1,828
Clients96
DateApr 2021
Total AUM$3.8B
Discretionary$3.5B
Non-Disc.$259.8M
Employees1,828
Clients96
DateMar 2021
Total AUM$3.8B
Discretionary$3.5B
Non-Disc.$259.8M
Employees1,828
Clients96
DateJan 2021
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$248.4M
Employees88
Clients20
DateDec 2020
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$248.4M
Employees88
Clients20
DateDec 2020
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$248.4M
Employees88
Clients20
DateNov 2020
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$248.4M
Employees88
Clients20
DateNov 2020
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$248.4M
Employees88
Clients20
DateOct 2020
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$248.4M
Employees88
Clients20
DateSep 2020
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$248.4M
Employees88
Clients20
DateAug 2020
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$248.4M
Employees88
Clients20
DateJun 2020
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$248.4M
Employees88
Clients20
DateJun 2020
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$248.4M
Employees88
Clients20
DateJun 2020
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$248.4M
Employees88
Clients20
DateJun 2020
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$248.4M
Employees88
Clients20
DateMar 2020
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$248.4M
Employees88
Clients20
DateMar 2020
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$160.4M
Employees56
Clients10
DateMar 2020
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$160.4M
Employees56
Clients10
DateDec 2019
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$160.4M
Employees56
Clients10
DateDec 2019
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$160.4M
Employees56
Clients10
DateNov 2019
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$160.4M
Employees56
Clients10
DateNov 2019
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$160.4M
Employees56
Clients10
DateOct 2019
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$160.4M
Employees56
Clients10
DateSep 2019
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$160.4M
Employees56
Clients10
DateSep 2019
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$160.4M
Employees56
Clients10
DateSep 2019
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$160.4M
Employees56
Clients10
DateJun 2019
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$160.4M
Employees56
Clients10
DateMay 2019
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$160.4M
Employees56
Clients10
DateMay 2019
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$160.4M
Employees56
Clients10
DateMay 2019
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$160.4M
Employees56
Clients10
DateMar 2019
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$160.4M
Employees56
Clients10
DateNov 2018
Total AUM$684M
Discretionary$682.7M
Non-Disc.$1.3M
Employees29
Clients40
DateOct 2018
Total AUM$684M
Discretionary$682.7M
Non-Disc.$1.3M
Employees29
Clients40
DateOct 2018
Total AUM$684M
Discretionary$682.7M
Non-Disc.$1.3M
Employees29
Clients40
DateSep 2018
Total AUM$684M
Discretionary$682.7M
Non-Disc.$1.3M
Employees29
Clients40
DateSep 2018
Total AUM$684M
Discretionary$682.7M
Non-Disc.$1.3M
Employees29
Clients40
DateAug 2018
Total AUM$684M
Discretionary$682.7M
Non-Disc.$1.3M
Employees29
Clients40
DateJul 2018
Total AUM$684M
Discretionary$682.7M
Non-Disc.$1.3M
Employees29
Clients40
DateJul 2018
Total AUM$684M
Discretionary$682.7M
Non-Disc.$1.3M
Employees29
Clients40
DateJul 2018
Total AUM$684M
Discretionary$682.7M
Non-Disc.$1.3M
Employees29
Clients40
DateJun 2018
Total AUM$684M
Discretionary$682.7M
Non-Disc.$1.3M
Employees29
Clients40
DateJun 2018
Total AUM$684M
Discretionary$682.7M
Non-Disc.$1.3M
Employees29
Clients40
DateJun 2018
Total AUM$684M
Discretionary$682.7M
Non-Disc.$1.3M
Employees29
Clients40
DateJun 2018
Total AUM$684M
Discretionary$682.7M
Non-Disc.$1.3M
Employees29
Clients40
DateMay 2018
Total AUM$684M
Discretionary$682.7M
Non-Disc.$1.3M
Employees29
Clients40
DateMay 2018
Total AUM$684M
Discretionary$682.7M
Non-Disc.$1.3M
Employees29
Clients40
DateApr 2018
Total AUM$684M
Discretionary$682.7M
Non-Disc.$1.3M
Employees29
Clients40
DateMar 2018
Total AUM$684M
Discretionary$682.7M
Non-Disc.$1.3M
Employees29
Clients40
DateFeb 2018
Total AUM$609.7M
Discretionary$609.7M
Non-Disc.$0
Employees27
Clients3
DateOct 2017
Total AUM$609.7M
Discretionary$609.7M
Non-Disc.$0
Employees27
Clients3
DateMar 2017
Total AUM$541.8M
Discretionary$541.8M
Non-Disc.$0
Employees24
Clients1,600
DateJan 2017
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees22
Clients700
DateJul 2016
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees22
Clients700
DateJul 2016
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees22
Clients700
DateJul 2016
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees22
Clients700
DateJun 2016
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees22
Clients700
DateMay 2016
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees22
Clients700
DateMay 2016
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees22
Clients700
DateMar 2016
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees22
Clients700
DateFeb 2016
Total AUM$37.9M
Discretionary$37.9M
Non-Disc.$0
Employees12
Clients300
DateJan 2016
Total AUM$37.9M
Discretionary$37.9M
Non-Disc.$0
Employees12
Clients300
DateJan 2016
Total AUM$37.9M
Discretionary$37.9M
Non-Disc.$0
Employees12
Clients300
DateJan 2016
Total AUM$37.9M
Discretionary$37.9M
Non-Disc.$0
Employees12
Clients300
DateOct 2015
Total AUM$37.9M
Discretionary$37.9M
Non-Disc.$0
Employees12
Clients300
DateOct 2015
Total AUM$37.9M
Discretionary$37.9M
Non-Disc.$0
Employees12
Clients300
DateMar 2015
Total AUM$37.9M
Discretionary$37.9M
Non-Disc.$0
Employees12
Clients300
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0