IHT WEALTH MANAGEMENT LLC
CRD #171481 SEC #801-79769 CHICAGO, IL 855-295-2828
SEC Registered Broker-Dealer
Total AUM
$6.4B
Discretionary
$6.4B
Employees
179
Clients
251
Accounts
23,131
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $6.4B | $6.4B | $1.9M | 179 | 326 |
| Apr 2025 | $6.4B | $6.4B | $1.9M | 179 | 326 |
| Apr 2025 | $6.4B | $6.4B | $1.9M | 179 | 326 |
| May 2024 | $4.8B | $4.8B | $510.5K | 230 | 326 |
| Apr 2024 | $4.8B | $4.8B | $510.5K | 230 | 326 |
| Mar 2024 | $4.8B | $4.8B | $510.5K | 219 | 289 |
| Feb 2024 | $4.4B | $4B | $365.7M | 219 | 289 |
| Jul 2023 | $4.4B | $4B | $365.7M | 219 | 289 |
| Mar 2023 | $4.4B | $4B | $365.7M | 219 | 289 |
| Aug 2022 | $4.5B | $4.1B | $403.5M | 231 | 379 |
| Jun 2022 | $4.5B | $4.1B | $403.5M | 231 | 379 |
| May 2022 | $4.5B | $4.1B | $403.5M | 231 | 379 |
| Apr 2022 | $4.5B | $4.1B | $403.5M | 231 | 379 |
| Mar 2022 | $4.5B | $4.1B | $403.5M | 231 | 379 |
| Feb 2022 | $3.5B | $3.5B | $0 | 220 | 34 |
| Jan 2022 | $3.5B | $3.5B | $0 | 220 | 34 |
| Jan 2022 | $3.5B | $3.5B | $0 | 220 | 34 |
| Jan 2022 | $3.5B | $3.5B | $0 | 220 | 34 |
| Jan 2022 | $3.5B | $3.5B | $0 | 220 | 34 |
| Dec 2021 | $3.5B | $3.5B | $0 | 220 | 34 |
| Dec 2021 | $3.5B | $3.5B | $0 | 220 | 34 |
| Nov 2021 | $3.5B | $3.5B | $0 | 220 | 34 |
| Oct 2021 | $3.5B | $3.5B | $0 | 220 | 34 |
| Oct 2021 | $3.5B | $3.5B | $0 | 220 | 34 |
| Oct 2021 | $3.5B | $3.5B | $0 | 220 | 34 |
| Oct 2021 | $3.5B | $3.5B | $0 | 220 | 34 |
| Sep 2021 | $3.5B | $3.5B | $0 | 220 | 34 |
| Sep 2021 | $3.5B | $3.5B | $0 | 220 | 34 |
| Jul 2021 | $3.5B | $3.5B | $0 | 220 | 34 |
| Jul 2021 | $3.5B | $3.5B | $0 | 220 | 34 |
| Jul 2021 | $3.5B | $3.5B | $0 | 220 | 34 |
| Jul 2021 | $3.5B | $3.5B | $0 | 220 | 34 |
| Jul 2021 | $3.5B | $3.5B | $0 | 220 | 34 |
| Jun 2021 | $3.5B | $3.5B | $0 | 220 | 34 |
| Jun 2021 | $3.5B | $3.5B | $0 | 220 | 34 |
| Jun 2021 | $3.5B | $3.5B | $0 | 220 | 34 |
| May 2021 | $3.5B | $3.5B | $0 | 220 | 34 |
| May 2021 | $3.5B | $3.5B | $0 | 220 | 34 |
| May 2021 | $3.5B | $3.5B | $0 | 220 | 34 |
| Apr 2021 | $3.5B | $3.5B | $0 | 220 | 34 |
| Apr 2021 | $3.5B | $3.5B | $0 | 220 | 34 |
| Apr 2021 | $3.5B | $3.5B | $0 | 220 | 34 |
| Apr 2021 | $3.5B | $3.5B | $0 | 220 | 34 |
| Mar 2021 | $3.5B | $3.5B | $0 | 220 | 34 |
| Mar 2021 | $2.4B | $2.4B | $5.7M | 169 | 0 |
| Mar 2021 | $2.4B | $2.4B | $5.7M | 169 | 0 |
| Feb 2021 | $2.4B | $2.4B | $5.7M | 169 | 0 |
| Jan 2021 | $2.4B | $2.4B | $5.7M | 169 | 0 |
| Jan 2021 | $2.4B | $2.4B | $5.7M | 169 | 0 |
| Jan 2021 | $2.4B | $2.4B | $5.7M | 169 | 0 |
| Jan 2021 | $2.4B | $2.4B | $5.7M | 169 | 0 |
| Dec 2020 | $2.4B | $2.4B | $5.7M | 169 | 0 |
| Dec 2020 | $2.4B | $2.4B | $5.7M | 169 | 0 |
| Dec 2020 | $2.4B | $2.4B | $5.7M | 169 | 0 |
| Nov 2020 | $2.4B | $2.4B | $5.7M | 169 | 0 |
| Oct 2020 | $2.4B | $2.4B | $5.7M | 169 | 0 |
| Aug 2020 | $2.4B | $2.4B | $5.7M | 169 | 0 |
| Jul 2020 | $2.4B | $2.4B | $5.7M | 169 | 0 |
| Jun 2020 | $2.4B | $2.4B | $5.7M | 169 | 0 |
| May 2020 | $2.4B | $2.4B | $5.7M | 169 | 0 |
| May 2020 | $2.4B | $2.4B | $5.7M | 169 | 0 |
| Apr 2020 | $2.4B | $2.4B | $5.7M | 169 | 0 |
| Apr 2020 | $2.4B | $2.4B | $5.7M | 169 | 0 |
| Mar 2020 | $2.4B | $2.4B | $5.7M | 169 | 0 |
| Feb 2020 | $1.3B | $1.3B | $0 | 153 | 0 |
| Jan 2020 | $1.3B | $1.3B | $0 | 153 | 0 |
| Jan 2020 | $1.3B | $1.3B | $0 | 153 | 0 |
| Dec 2019 | $1.3B | $1.3B | $0 | 153 | 0 |
| Dec 2019 | $1.3B | $1.3B | $0 | 153 | 0 |
| Nov 2019 | $1.3B | $1.3B | $0 | 153 | 0 |
| Nov 2019 | $1.3B | $1.3B | $0 | 153 | 0 |
| Sep 2019 | $1.3B | $1.3B | $0 | 153 | 0 |
| Aug 2019 | $1.3B | $1.3B | $0 | 153 | 0 |
| Aug 2019 | $1.3B | $1.3B | $0 | 153 | 0 |
| Aug 2019 | $1.3B | $1.3B | $0 | 153 | 0 |
| Jul 2019 | $1.3B | $1.3B | $0 | 153 | 0 |
| Jul 2019 | $1.3B | $1.3B | $0 | 153 | 0 |
| Jun 2019 | $1.3B | $1.3B | $0 | 153 | 0 |
| Jun 2019 | $1.3B | $1.3B | $0 | 153 | 0 |
| Jun 2019 | $1.3B | $1.3B | $0 | 153 | 0 |
| Jun 2019 | $1.3B | $1.3B | $0 | 153 | 0 |
| Jun 2019 | $1.3B | $1.3B | $0 | 153 | 0 |
| Jun 2019 | $1.3B | $1.3B | $0 | 153 | 0 |
| May 2019 | $1.3B | $1.3B | $0 | 153 | 0 |
| May 2019 | $1.3B | $1.3B | $0 | 153 | 0 |
| May 2019 | $1.3B | $1.3B | $0 | 153 | 0 |
| May 2019 | $1.3B | $1.3B | $0 | 153 | 0 |
| May 2019 | $1.3B | $1.3B | $0 | 153 | 0 |
| Apr 2019 | $1.3B | $1.3B | $0 | 153 | 0 |
| Apr 2019 | $1.3B | $1.3B | $0 | 153 | 0 |
| Apr 2019 | $1.3B | $1.3B | $0 | 153 | 0 |
| Mar 2019 | $1.3B | $1.3B | $0 | 153 | 0 |
| Mar 2019 | $1.1B | $1.1B | $0 | 80 | 0 |
| Mar 2019 | $1.1B | $1.1B | $0 | 80 | 0 |
| Mar 2019 | $1.1B | $1.1B | $0 | 80 | 0 |
| Mar 2019 | $1.1B | $1.1B | $0 | 80 | 0 |
| Mar 2019 | $1.1B | $1.1B | $0 | 80 | 0 |
| Feb 2019 | $1.1B | $1.1B | $0 | 80 | 0 |
| Feb 2019 | $1.1B | $1.1B | $0 | 80 | 0 |
| Feb 2019 | $1.1B | $1.1B | $0 | 80 | 0 |
| Jan 2019 | $1.1B | $1.1B | $0 | 80 | 0 |
| Nov 2018 | $1.1B | $1.1B | $0 | 80 | 0 |
| Oct 2018 | $1.1B | $1.1B | $0 | 80 | 0 |
| Oct 2018 | $1.1B | $1.1B | $0 | 80 | 0 |
| Oct 2018 | $1.1B | $1.1B | $0 | 80 | 0 |
| Sep 2018 | $1.1B | $1.1B | $0 | 80 | 0 |
| Aug 2018 | $1.1B | $1.1B | $0 | 80 | 0 |
| Aug 2018 | $1.1B | $1.1B | $0 | 80 | 0 |
| Jul 2018 | $1.1B | $1.1B | $0 | 80 | 0 |
| Jun 2018 | $1.1B | $1.1B | $0 | 80 | 0 |
| May 2018 | $1.1B | $1.1B | $0 | 80 | 0 |
| Mar 2018 | $1.1B | $1.1B | $0 | 80 | 0 |
| Jan 2018 | $487.9M | $347.4M | $140.4M | 35 | 0 |
| Oct 2017 | $487.9M | $347.4M | $140.4M | 35 | 0 |
| Oct 2017 | $487.9M | $347.4M | $140.4M | 35 | 0 |
| Apr 2017 | $487.9M | $347.4M | $140.4M | 35 | 1,400 |
| Mar 2017 | $487.9M | $347.4M | $140.4M | 35 | 1,400 |
| Mar 2017 | $287.6M | $287.6M | $0 | 20 | 800 |
| Mar 2017 | $287.6M | $287.6M | $0 | 20 | 800 |
| Dec 2016 | $287.6M | $287.6M | $0 | 20 | 800 |
| Oct 2016 | $287.6M | $287.6M | $0 | 20 | 800 |
| Oct 2016 | $287.6M | $287.6M | $0 | 20 | 800 |
| Sep 2016 | $287.6M | $287.6M | $0 | 20 | 800 |
| Aug 2016 | $287.6M | $287.6M | $0 | 20 | 800 |
| Aug 2016 | $287.6M | $287.6M | $0 | 20 | 800 |
| Jul 2016 | $181.4M | $181.4M | $0 | 20 | 800 |
| Jun 2016 | $181.4M | $181.4M | $0 | 20 | 800 |
| May 2016 | $181.4M | $181.4M | $0 | 20 | 800 |
| Mar 2016 | $181.4M | $181.4M | $0 | 20 | 800 |
| Feb 2016 | $248.9M | $111.7M | $137.2M | 17 | 800 |
| Jan 2016 | $248.9M | $111.7M | $137.2M | 17 | 800 |
| Dec 2015 | $248.9M | $111.7M | $137.2M | 17 | 800 |
| Nov 2015 | $248.9M | $111.7M | $137.2M | 12 | 800 |
| Jul 2015 | $248.9M | $111.7M | $137.2M | 12 | 800 |
| May 2015 | $248.9M | $111.7M | $137.2M | 12 | 800 |
| Mar 2015 | $248.9M | $111.7M | $137.2M | 12 | 800 |
| Feb 2015 | $248.9M | $111.7M | $137.2M | 12 | 800 |
| Feb 2015 | $81.8M | $81.8M | $0 | 9 | 0 |
| Feb 2015 | $81.8M | $81.8M | $0 | 9 | 0 |
| Jan 2015 | $81.8M | $81.8M | $0 | 9 | 0 |
| Nov 2014 | $81.8M | $81.8M | $0 | 9 | 0 |
| Nov 2014 | $81.8M | $81.8M | $0 | 9 | 0 |
| Oct 2014 | $81.8M | $81.8M | $0 | 9 | 0 |
| Oct 2014 | $81.8M | $81.8M | $0 | 9 | 0 |
| Sep 2014 | $0 | $0 | $0 | 9 | 0 |
| Jul 2014 | $0 | $0 | $0 | 9 | 0 |
| Jul 2014 | $0 | $0 | $0 | 9 | 0 |
| May 2014 | $0 | $0 | $0 | 1 | 0 |
DateJun 2025
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$1.9M
Employees179
Clients326
DateApr 2025
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$1.9M
Employees179
Clients326
DateApr 2025
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$1.9M
Employees179
Clients326
DateMay 2024
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$510.5K
Employees230
Clients326
DateApr 2024
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$510.5K
Employees230
Clients326
DateMar 2024
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$510.5K
Employees219
Clients289
DateFeb 2024
Total AUM$4.4B
Discretionary$4B
Non-Disc.$365.7M
Employees219
Clients289
DateJul 2023
Total AUM$4.4B
Discretionary$4B
Non-Disc.$365.7M
Employees219
Clients289
DateMar 2023
Total AUM$4.4B
Discretionary$4B
Non-Disc.$365.7M
Employees219
Clients289
DateAug 2022
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$403.5M
Employees231
Clients379
DateJun 2022
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$403.5M
Employees231
Clients379
DateMay 2022
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$403.5M
Employees231
Clients379
DateApr 2022
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$403.5M
Employees231
Clients379
DateMar 2022
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$403.5M
Employees231
Clients379
DateFeb 2022
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees220
Clients34
DateJan 2022
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees220
Clients34
DateJan 2022
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees220
Clients34
DateJan 2022
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees220
Clients34
DateJan 2022
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees220
Clients34
DateDec 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees220
Clients34
DateDec 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees220
Clients34
DateNov 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees220
Clients34
DateOct 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees220
Clients34
DateOct 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees220
Clients34
DateOct 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees220
Clients34
DateOct 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees220
Clients34
DateSep 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees220
Clients34
DateSep 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees220
Clients34
DateJul 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees220
Clients34
DateJul 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees220
Clients34
DateJul 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees220
Clients34
DateJul 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees220
Clients34
DateJul 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees220
Clients34
DateJun 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees220
Clients34
DateJun 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees220
Clients34
DateJun 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees220
Clients34
DateMay 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees220
Clients34
DateMay 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees220
Clients34
DateMay 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees220
Clients34
DateApr 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees220
Clients34
DateApr 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees220
Clients34
DateApr 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees220
Clients34
DateApr 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees220
Clients34
DateMar 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees220
Clients34
DateMar 2021
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$5.7M
Employees169
Clients0
DateMar 2021
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$5.7M
Employees169
Clients0
DateFeb 2021
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$5.7M
Employees169
Clients0
DateJan 2021
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$5.7M
Employees169
Clients0
DateJan 2021
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$5.7M
Employees169
Clients0
DateJan 2021
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$5.7M
Employees169
Clients0
DateJan 2021
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$5.7M
Employees169
Clients0
DateDec 2020
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$5.7M
Employees169
Clients0
DateDec 2020
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$5.7M
Employees169
Clients0
DateDec 2020
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$5.7M
Employees169
Clients0
DateNov 2020
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$5.7M
Employees169
Clients0
DateOct 2020
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$5.7M
Employees169
Clients0
DateAug 2020
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$5.7M
Employees169
Clients0
DateJul 2020
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$5.7M
Employees169
Clients0
DateJun 2020
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$5.7M
Employees169
Clients0
DateMay 2020
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$5.7M
Employees169
Clients0
DateMay 2020
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$5.7M
Employees169
Clients0
DateApr 2020
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$5.7M
Employees169
Clients0
DateApr 2020
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$5.7M
Employees169
Clients0
DateMar 2020
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$5.7M
Employees169
Clients0
DateFeb 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees153
Clients0
DateJan 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees153
Clients0
DateJan 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees153
Clients0
DateDec 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees153
Clients0
DateDec 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees153
Clients0
DateNov 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees153
Clients0
DateNov 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees153
Clients0
DateSep 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees153
Clients0
DateAug 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees153
Clients0
DateAug 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees153
Clients0
DateAug 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees153
Clients0
DateJul 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees153
Clients0
DateJul 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees153
Clients0
DateJun 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees153
Clients0
DateJun 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees153
Clients0
DateJun 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees153
Clients0
DateJun 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees153
Clients0
DateJun 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees153
Clients0
DateJun 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees153
Clients0
DateMay 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees153
Clients0
DateMay 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees153
Clients0
DateMay 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees153
Clients0
DateMay 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees153
Clients0
DateMay 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees153
Clients0
DateApr 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees153
Clients0
DateApr 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees153
Clients0
DateApr 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees153
Clients0
DateMar 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees153
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees80
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees80
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees80
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees80
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees80
Clients0
DateFeb 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees80
Clients0
DateFeb 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees80
Clients0
DateFeb 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees80
Clients0
DateJan 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees80
Clients0
DateNov 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees80
Clients0
DateOct 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees80
Clients0
DateOct 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees80
Clients0
DateOct 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees80
Clients0
DateSep 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees80
Clients0
DateAug 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees80
Clients0
DateAug 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees80
Clients0
DateJul 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees80
Clients0
DateJun 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees80
Clients0
DateMay 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees80
Clients0
DateMar 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees80
Clients0
DateJan 2018
Total AUM$487.9M
Discretionary$347.4M
Non-Disc.$140.4M
Employees35
Clients0
DateOct 2017
Total AUM$487.9M
Discretionary$347.4M
Non-Disc.$140.4M
Employees35
Clients0
DateOct 2017
Total AUM$487.9M
Discretionary$347.4M
Non-Disc.$140.4M
Employees35
Clients0
DateApr 2017
Total AUM$487.9M
Discretionary$347.4M
Non-Disc.$140.4M
Employees35
Clients1,400
DateMar 2017
Total AUM$487.9M
Discretionary$347.4M
Non-Disc.$140.4M
Employees35
Clients1,400
DateMar 2017
Total AUM$287.6M
Discretionary$287.6M
Non-Disc.$0
Employees20
Clients800
DateMar 2017
Total AUM$287.6M
Discretionary$287.6M
Non-Disc.$0
Employees20
Clients800
DateDec 2016
Total AUM$287.6M
Discretionary$287.6M
Non-Disc.$0
Employees20
Clients800
DateOct 2016
Total AUM$287.6M
Discretionary$287.6M
Non-Disc.$0
Employees20
Clients800
DateOct 2016
Total AUM$287.6M
Discretionary$287.6M
Non-Disc.$0
Employees20
Clients800
DateSep 2016
Total AUM$287.6M
Discretionary$287.6M
Non-Disc.$0
Employees20
Clients800
DateAug 2016
Total AUM$287.6M
Discretionary$287.6M
Non-Disc.$0
Employees20
Clients800
DateAug 2016
Total AUM$287.6M
Discretionary$287.6M
Non-Disc.$0
Employees20
Clients800
DateJul 2016
Total AUM$181.4M
Discretionary$181.4M
Non-Disc.$0
Employees20
Clients800
DateJun 2016
Total AUM$181.4M
Discretionary$181.4M
Non-Disc.$0
Employees20
Clients800
DateMay 2016
Total AUM$181.4M
Discretionary$181.4M
Non-Disc.$0
Employees20
Clients800
DateMar 2016
Total AUM$181.4M
Discretionary$181.4M
Non-Disc.$0
Employees20
Clients800
DateFeb 2016
Total AUM$248.9M
Discretionary$111.7M
Non-Disc.$137.2M
Employees17
Clients800
DateJan 2016
Total AUM$248.9M
Discretionary$111.7M
Non-Disc.$137.2M
Employees17
Clients800
DateDec 2015
Total AUM$248.9M
Discretionary$111.7M
Non-Disc.$137.2M
Employees17
Clients800
DateNov 2015
Total AUM$248.9M
Discretionary$111.7M
Non-Disc.$137.2M
Employees12
Clients800
DateJul 2015
Total AUM$248.9M
Discretionary$111.7M
Non-Disc.$137.2M
Employees12
Clients800
DateMay 2015
Total AUM$248.9M
Discretionary$111.7M
Non-Disc.$137.2M
Employees12
Clients800
DateMar 2015
Total AUM$248.9M
Discretionary$111.7M
Non-Disc.$137.2M
Employees12
Clients800
DateFeb 2015
Total AUM$248.9M
Discretionary$111.7M
Non-Disc.$137.2M
Employees12
Clients800
DateFeb 2015
Total AUM$81.8M
Discretionary$81.8M
Non-Disc.$0
Employees9
Clients0
DateFeb 2015
Total AUM$81.8M
Discretionary$81.8M
Non-Disc.$0
Employees9
Clients0
DateJan 2015
Total AUM$81.8M
Discretionary$81.8M
Non-Disc.$0
Employees9
Clients0
DateNov 2014
Total AUM$81.8M
Discretionary$81.8M
Non-Disc.$0
Employees9
Clients0
DateNov 2014
Total AUM$81.8M
Discretionary$81.8M
Non-Disc.$0
Employees9
Clients0
DateOct 2014
Total AUM$81.8M
Discretionary$81.8M
Non-Disc.$0
Employees9
Clients0
DateOct 2014
Total AUM$81.8M
Discretionary$81.8M
Non-Disc.$0
Employees9
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateJul 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateJul 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0