THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC
Legal name: THE PATRIOT FINANCIAL GROUP, LLC
CRD #172470 SEC #801-80245 WALPOLE, MA 508-251-6100
SEC Registered
Total AUM
$2.4B
Discretionary
$2.4B
Employees
62
Clients
1
Accounts
7,135
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $2.4B | $2.4B | $0 | 62 | 2 |
| Aug 2025 | $2.4B | $2.4B | $0 | 64 | 2 |
| Jul 2025 | $2.4B | $2.4B | $0 | 64 | 2 |
| Jul 2025 | $2.4B | $2.4B | $0 | 65 | 2 |
| May 2025 | $2.4B | $2.4B | $0 | 74 | 2 |
| May 2025 | $2.4B | $2.4B | $0 | 73 | 2 |
| Apr 2025 | $2.4B | $2.4B | $0 | 73 | 2 |
| Apr 2025 | $2.4B | $2.4B | $0 | 74 | 2 |
| Mar 2025 | $2.4B | $2.4B | $0 | 74 | 2 |
| Jan 2025 | $2.1B | $2.1B | $18.8K | 69 | 3 |
| Dec 2024 | $2.1B | $2.1B | $18.8K | 71 | 3 |
| Nov 2024 | $2.1B | $2.1B | $18.8K | 71 | 3 |
| Nov 2024 | $2.1B | $2.1B | $18.8K | 72 | 3 |
| Oct 2024 | $2.1B | $2.1B | $18.8K | 73 | 3 |
| Oct 2024 | $2.1B | $2.1B | $18.8K | 75 | 3 |
| Aug 2024 | $2.1B | $2.1B | $18.8K | 73 | 3 |
| Aug 2024 | $2.1B | $2.1B | $18.8K | 73 | 3 |
| Mar 2024 | $2.1B | $2.1B | $18.8K | 74 | 3 |
| Mar 2024 | $1.6B | $1.6B | $0 | 74 | 3 |
| Feb 2024 | $1.6B | $1.6B | $0 | 73 | 3 |
| Jan 2024 | $1.6B | $1.6B | $0 | 69 | 3 |
| Jan 2024 | $1.6B | $1.6B | $0 | 69 | 3 |
| Jan 2024 | $1.6B | $1.6B | $0 | 68 | 3 |
| Dec 2023 | $1.6B | $1.6B | $0 | 69 | 3 |
| Dec 2023 | $1.6B | $1.6B | $0 | 68 | 3 |
| Dec 2023 | $1.6B | $1.6B | $0 | 69 | 3 |
| Dec 2023 | $1.6B | $1.6B | $0 | 72 | 3 |
| Nov 2023 | $1.6B | $1.6B | $0 | 74 | 3 |
| Nov 2023 | $1.6B | $1.6B | $0 | 75 | 3 |
| Oct 2023 | $1.6B | $1.6B | $0 | 75 | 3 |
| Oct 2023 | $1.6B | $1.6B | $0 | 76 | 3 |
| Aug 2023 | $1.6B | $1.6B | $0 | 76 | 3 |
| Jul 2023 | $1.6B | $1.6B | $0 | 78 | 3 |
| May 2023 | $1.6B | $1.6B | $0 | 77 | 3 |
| Mar 2023 | $1.6B | $1.6B | $0 | 75 | 3 |
| Feb 2023 | $1.2B | $1.2B | $0 | 79 | 2 |
| Feb 2023 | $1.2B | $1.2B | $0 | 79 | 2 |
| Jan 2023 | $1.2B | $1.2B | $0 | 80 | 2 |
| Jan 2023 | $1.2B | $1.2B | $0 | 84 | 2 |
| Jan 2023 | $1.2B | $1.2B | $0 | 84 | 2 |
| Dec 2022 | $1.2B | $1.2B | $0 | 84 | 2 |
| Nov 2022 | $1.2B | $1.2B | $0 | 83 | 2 |
| Oct 2022 | $1.2B | $1.2B | $0 | 83 | 2 |
| Sep 2022 | $1.2B | $1.2B | $0 | 82 | 2 |
| Sep 2022 | $1.2B | $1.2B | $0 | 83 | 2 |
| Jul 2022 | $1.2B | $1.2B | $0 | 84 | 2 |
| Jun 2022 | $1.2B | $1.2B | $0 | 84 | 2 |
| Apr 2022 | $1.2B | $1.2B | $0 | 84 | 2 |
| Apr 2022 | $1.2B | $1.2B | $0 | 84 | 2 |
| Mar 2022 | $1.2B | $1.2B | $0 | 84 | 2 |
| Feb 2022 | $1B | $1B | $0 | 84 | 3 |
| Jan 2022 | $1B | $1B | $0 | 84 | 3 |
| Jan 2022 | $1B | $1B | $0 | 84 | 3 |
| Nov 2021 | $1B | $1B | $0 | 84 | 3 |
| Oct 2021 | $1B | $1B | $0 | 84 | 3 |
| Jun 2021 | $1B | $1B | $0 | 84 | 3 |
| May 2021 | $1B | $1B | $0 | 84 | 3 |
| Mar 2021 | $1B | $1B | $0 | 84 | 3 |
| Mar 2021 | $1B | $1B | $0 | 84 | 3 |
| Jan 2021 | $571.1M | $571.1M | $0 | 82 | 3 |
| Nov 2020 | $571.1M | $571.1M | $0 | 82 | 3 |
| Nov 2020 | $571.1M | $571.1M | $0 | 82 | 3 |
| Oct 2020 | $571.1M | $571.1M | $0 | 82 | 3 |
| Oct 2020 | $571.1M | $571.1M | $0 | 82 | 3 |
| Oct 2020 | $571.1M | $571.1M | $0 | 82 | 3 |
| Jul 2020 | $571.1M | $571.1M | $0 | 82 | 3 |
| Jul 2020 | $571.1M | $571.1M | $0 | 82 | 3 |
| Jun 2020 | $571.1M | $571.1M | $0 | 82 | 3 |
| May 2020 | $571.1M | $571.1M | $0 | 82 | 3 |
| May 2020 | $571.1M | $571.1M | $0 | 82 | 3 |
| Apr 2020 | $571.1M | $571.1M | $0 | 82 | 3 |
| Mar 2020 | $571.1M | $571.1M | $0 | 82 | 3 |
| Feb 2020 | $306.3M | $260.3M | $46M | 35 | 0 |
| Feb 2020 | $306.3M | $260.3M | $46M | 35 | 0 |
| Jan 2020 | $306.3M | $260.3M | $46M | 35 | 0 |
| Jan 2020 | $306.3M | $260.3M | $46M | 35 | 0 |
| Jan 2020 | $306.3M | $260.3M | $46M | 35 | 0 |
| Jan 2020 | $306.3M | $260.3M | $46M | 35 | 0 |
| Nov 2019 | $306.3M | $260.3M | $46M | 35 | 0 |
| Oct 2019 | $306.3M | $260.3M | $46M | 35 | 0 |
| Oct 2019 | $306.3M | $260.3M | $46M | 35 | 0 |
| Oct 2019 | $306.3M | $260.3M | $46M | 35 | 0 |
| Sep 2019 | $306.3M | $260.3M | $46M | 35 | 0 |
| Sep 2019 | $306.3M | $260.3M | $46M | 35 | 0 |
| Sep 2019 | $306.3M | $260.3M | $46M | 35 | 0 |
| Jun 2019 | $306.3M | $260.3M | $46M | 35 | 0 |
| Jun 2019 | $306.3M | $260.3M | $46M | 35 | 0 |
| May 2019 | $306.3M | $260.3M | $46M | 35 | 0 |
| May 2019 | $306.3M | $260.3M | $46M | 35 | 0 |
| Apr 2019 | $306.3M | $260.3M | $46M | 35 | 0 |
| Mar 2019 | $306.3M | $260.3M | $46M | 32 | 0 |
| Feb 2019 | $322.5M | $243.2M | $79.3M | 48 | 0 |
| Jan 2019 | $322.5M | $243.2M | $79.3M | 48 | 0 |
| Jan 2019 | $322.5M | $243.2M | $79.3M | 48 | 0 |
| Nov 2018 | $322.5M | $243.2M | $79.3M | 48 | 0 |
| Nov 2018 | $322.5M | $243.2M | $79.3M | 48 | 0 |
| Oct 2018 | $322.5M | $243.2M | $79.3M | 48 | 0 |
| Aug 2018 | $322.5M | $243.2M | $79.3M | 48 | 0 |
| Jul 2018 | $322.5M | $243.2M | $79.3M | 48 | 0 |
| Jun 2018 | $322.5M | $243.2M | $79.3M | 59 | 0 |
| Mar 2018 | $322.5M | $243.2M | $79.3M | 59 | 0 |
| Mar 2018 | $322.5M | $243.2M | $79.3M | 59 | 0 |
| Dec 2017 | $200.6M | $159M | $41.5M | 37 | 40 |
| Sep 2017 | $200.6M | $159M | $41.5M | 37 | 1,400 |
| Aug 2017 | $200.6M | $159M | $41.5M | 37 | 1,400 |
| Jun 2017 | $200.6M | $159M | $41.5M | 37 | 1,400 |
| Jun 2017 | $200.6M | $159M | $41.5M | 37 | 1,400 |
| Jun 2017 | $200.6M | $159M | $41.5M | 37 | 1,400 |
| Mar 2017 | $200.6M | $159M | $41.5M | 37 | 1,400 |
| Feb 2017 | $200.6M | $159M | $41.5M | 37 | 1,400 |
| Jan 2017 | $172.2M | $136.4M | $35.9M | 30 | 500 |
| Jan 2017 | $172.2M | $136.4M | $35.9M | 30 | 500 |
| Dec 2016 | $172.2M | $136.4M | $35.9M | 30 | 500 |
| Nov 2016 | $113.6M | $95.4M | $18.2M | 27 | 500 |
| Oct 2016 | $113.6M | $95.4M | $18.2M | 27 | 500 |
| Sep 2016 | $113.6M | $95.4M | $18.2M | 27 | 500 |
| Sep 2016 | $113.6M | $95.4M | $18.2M | 27 | 500 |
| Jul 2016 | $113.6M | $95.4M | $18.2M | 27 | 500 |
| Jul 2016 | $113.6M | $95.4M | $18.2M | 27 | 500 |
| Jun 2016 | $113.6M | $95.4M | $18.2M | 27 | 500 |
| Mar 2016 | $113.6M | $95.4M | $18.2M | 27 | 500 |
| Mar 2016 | $113.6M | $95.4M | $18.2M | 27 | 500 |
| Feb 2016 | $113.6M | $95.4M | $18.2M | 27 | 500 |
| Jan 2016 | $113.6M | $95.4M | $18.2M | 22 | 500 |
| Dec 2015 | $113.6M | $95.4M | $18.2M | 22 | 500 |
| Oct 2015 | $100.6M | $85.7M | $14.9M | 22 | 500 |
| Aug 2015 | $100.6M | $85.7M | $14.9M | 22 | 500 |
| Jul 2015 | $100.6M | $85.7M | $14.9M | 22 | 500 |
| Jul 2015 | $72M | $1M | $71M | 22 | 500 |
| Jul 2015 | $72M | $1M | $71M | 22 | 500 |
| Jun 2015 | $72M | $1M | $71M | 22 | 500 |
| Jun 2015 | $72M | $1M | $71M | 22 | 500 |
| Jun 2015 | $72M | $1M | $71M | 22 | 500 |
| May 2015 | $72M | $1M | $71M | 22 | 500 |
| Mar 2015 | $72M | $1M | $71M | 22 | 500 |
| Feb 2015 | $52.7M | $52.6M | $80.6K | 18 | 0 |
| Jan 2015 | $42M | $37.8M | $4.2M | 18 | 0 |
| Oct 2014 | $0 | $0 | $0 | 5 | 0 |
| Oct 2014 | $0 | $0 | $0 | 5 | 0 |
| Sep 2014 | $0 | $0 | $0 | 5 | 0 |
| Sep 2014 | $0 | $0 | $0 | 5 | 0 |
| Aug 2014 | $0 | $0 | $0 | 5 | 0 |
| Aug 2014 | $0 | $0 | $0 | 5 | 0 |
DateSep 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees62
Clients2
DateAug 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees64
Clients2
DateJul 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees64
Clients2
DateJul 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees65
Clients2
DateMay 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees74
Clients2
DateMay 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees73
Clients2
DateApr 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees73
Clients2
DateApr 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees74
Clients2
DateMar 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees74
Clients2
DateJan 2025
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$18.8K
Employees69
Clients3
DateDec 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$18.8K
Employees71
Clients3
DateNov 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$18.8K
Employees71
Clients3
DateNov 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$18.8K
Employees72
Clients3
DateOct 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$18.8K
Employees73
Clients3
DateOct 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$18.8K
Employees75
Clients3
DateAug 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$18.8K
Employees73
Clients3
DateAug 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$18.8K
Employees73
Clients3
DateMar 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$18.8K
Employees74
Clients3
DateMar 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees74
Clients3
DateFeb 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees73
Clients3
DateJan 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees69
Clients3
DateJan 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees69
Clients3
DateJan 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees68
Clients3
DateDec 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees69
Clients3
DateDec 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees68
Clients3
DateDec 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees69
Clients3
DateDec 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees72
Clients3
DateNov 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees74
Clients3
DateNov 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees75
Clients3
DateOct 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees75
Clients3
DateOct 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees76
Clients3
DateAug 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees76
Clients3
DateJul 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees78
Clients3
DateMay 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees77
Clients3
DateMar 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees75
Clients3
DateFeb 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees79
Clients2
DateFeb 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees79
Clients2
DateJan 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees80
Clients2
DateJan 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees84
Clients2
DateJan 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees84
Clients2
DateDec 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees84
Clients2
DateNov 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees83
Clients2
DateOct 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees83
Clients2
DateSep 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees82
Clients2
DateSep 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees83
Clients2
DateJul 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees84
Clients2
DateJun 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees84
Clients2
DateApr 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees84
Clients2
DateApr 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees84
Clients2
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees84
Clients2
DateFeb 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees84
Clients3
DateJan 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees84
Clients3
DateJan 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees84
Clients3
DateNov 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees84
Clients3
DateOct 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees84
Clients3
DateJun 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees84
Clients3
DateMay 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees84
Clients3
DateMar 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees84
Clients3
DateMar 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees84
Clients3
DateJan 2021
Total AUM$571.1M
Discretionary$571.1M
Non-Disc.$0
Employees82
Clients3
DateNov 2020
Total AUM$571.1M
Discretionary$571.1M
Non-Disc.$0
Employees82
Clients3
DateNov 2020
Total AUM$571.1M
Discretionary$571.1M
Non-Disc.$0
Employees82
Clients3
DateOct 2020
Total AUM$571.1M
Discretionary$571.1M
Non-Disc.$0
Employees82
Clients3
DateOct 2020
Total AUM$571.1M
Discretionary$571.1M
Non-Disc.$0
Employees82
Clients3
DateOct 2020
Total AUM$571.1M
Discretionary$571.1M
Non-Disc.$0
Employees82
Clients3
DateJul 2020
Total AUM$571.1M
Discretionary$571.1M
Non-Disc.$0
Employees82
Clients3
DateJul 2020
Total AUM$571.1M
Discretionary$571.1M
Non-Disc.$0
Employees82
Clients3
DateJun 2020
Total AUM$571.1M
Discretionary$571.1M
Non-Disc.$0
Employees82
Clients3
DateMay 2020
Total AUM$571.1M
Discretionary$571.1M
Non-Disc.$0
Employees82
Clients3
DateMay 2020
Total AUM$571.1M
Discretionary$571.1M
Non-Disc.$0
Employees82
Clients3
DateApr 2020
Total AUM$571.1M
Discretionary$571.1M
Non-Disc.$0
Employees82
Clients3
DateMar 2020
Total AUM$571.1M
Discretionary$571.1M
Non-Disc.$0
Employees82
Clients3
DateFeb 2020
Total AUM$306.3M
Discretionary$260.3M
Non-Disc.$46M
Employees35
Clients0
DateFeb 2020
Total AUM$306.3M
Discretionary$260.3M
Non-Disc.$46M
Employees35
Clients0
DateJan 2020
Total AUM$306.3M
Discretionary$260.3M
Non-Disc.$46M
Employees35
Clients0
DateJan 2020
Total AUM$306.3M
Discretionary$260.3M
Non-Disc.$46M
Employees35
Clients0
DateJan 2020
Total AUM$306.3M
Discretionary$260.3M
Non-Disc.$46M
Employees35
Clients0
DateJan 2020
Total AUM$306.3M
Discretionary$260.3M
Non-Disc.$46M
Employees35
Clients0
DateNov 2019
Total AUM$306.3M
Discretionary$260.3M
Non-Disc.$46M
Employees35
Clients0
DateOct 2019
Total AUM$306.3M
Discretionary$260.3M
Non-Disc.$46M
Employees35
Clients0
DateOct 2019
Total AUM$306.3M
Discretionary$260.3M
Non-Disc.$46M
Employees35
Clients0
DateOct 2019
Total AUM$306.3M
Discretionary$260.3M
Non-Disc.$46M
Employees35
Clients0
DateSep 2019
Total AUM$306.3M
Discretionary$260.3M
Non-Disc.$46M
Employees35
Clients0
DateSep 2019
Total AUM$306.3M
Discretionary$260.3M
Non-Disc.$46M
Employees35
Clients0
DateSep 2019
Total AUM$306.3M
Discretionary$260.3M
Non-Disc.$46M
Employees35
Clients0
DateJun 2019
Total AUM$306.3M
Discretionary$260.3M
Non-Disc.$46M
Employees35
Clients0
DateJun 2019
Total AUM$306.3M
Discretionary$260.3M
Non-Disc.$46M
Employees35
Clients0
DateMay 2019
Total AUM$306.3M
Discretionary$260.3M
Non-Disc.$46M
Employees35
Clients0
DateMay 2019
Total AUM$306.3M
Discretionary$260.3M
Non-Disc.$46M
Employees35
Clients0
DateApr 2019
Total AUM$306.3M
Discretionary$260.3M
Non-Disc.$46M
Employees35
Clients0
DateMar 2019
Total AUM$306.3M
Discretionary$260.3M
Non-Disc.$46M
Employees32
Clients0
DateFeb 2019
Total AUM$322.5M
Discretionary$243.2M
Non-Disc.$79.3M
Employees48
Clients0
DateJan 2019
Total AUM$322.5M
Discretionary$243.2M
Non-Disc.$79.3M
Employees48
Clients0
DateJan 2019
Total AUM$322.5M
Discretionary$243.2M
Non-Disc.$79.3M
Employees48
Clients0
DateNov 2018
Total AUM$322.5M
Discretionary$243.2M
Non-Disc.$79.3M
Employees48
Clients0
DateNov 2018
Total AUM$322.5M
Discretionary$243.2M
Non-Disc.$79.3M
Employees48
Clients0
DateOct 2018
Total AUM$322.5M
Discretionary$243.2M
Non-Disc.$79.3M
Employees48
Clients0
DateAug 2018
Total AUM$322.5M
Discretionary$243.2M
Non-Disc.$79.3M
Employees48
Clients0
DateJul 2018
Total AUM$322.5M
Discretionary$243.2M
Non-Disc.$79.3M
Employees48
Clients0
DateJun 2018
Total AUM$322.5M
Discretionary$243.2M
Non-Disc.$79.3M
Employees59
Clients0
DateMar 2018
Total AUM$322.5M
Discretionary$243.2M
Non-Disc.$79.3M
Employees59
Clients0
DateMar 2018
Total AUM$322.5M
Discretionary$243.2M
Non-Disc.$79.3M
Employees59
Clients0
DateDec 2017
Total AUM$200.6M
Discretionary$159M
Non-Disc.$41.5M
Employees37
Clients40
DateSep 2017
Total AUM$200.6M
Discretionary$159M
Non-Disc.$41.5M
Employees37
Clients1,400
DateAug 2017
Total AUM$200.6M
Discretionary$159M
Non-Disc.$41.5M
Employees37
Clients1,400
DateJun 2017
Total AUM$200.6M
Discretionary$159M
Non-Disc.$41.5M
Employees37
Clients1,400
DateJun 2017
Total AUM$200.6M
Discretionary$159M
Non-Disc.$41.5M
Employees37
Clients1,400
DateJun 2017
Total AUM$200.6M
Discretionary$159M
Non-Disc.$41.5M
Employees37
Clients1,400
DateMar 2017
Total AUM$200.6M
Discretionary$159M
Non-Disc.$41.5M
Employees37
Clients1,400
DateFeb 2017
Total AUM$200.6M
Discretionary$159M
Non-Disc.$41.5M
Employees37
Clients1,400
DateJan 2017
Total AUM$172.2M
Discretionary$136.4M
Non-Disc.$35.9M
Employees30
Clients500
DateJan 2017
Total AUM$172.2M
Discretionary$136.4M
Non-Disc.$35.9M
Employees30
Clients500
DateDec 2016
Total AUM$172.2M
Discretionary$136.4M
Non-Disc.$35.9M
Employees30
Clients500
DateNov 2016
Total AUM$113.6M
Discretionary$95.4M
Non-Disc.$18.2M
Employees27
Clients500
DateOct 2016
Total AUM$113.6M
Discretionary$95.4M
Non-Disc.$18.2M
Employees27
Clients500
DateSep 2016
Total AUM$113.6M
Discretionary$95.4M
Non-Disc.$18.2M
Employees27
Clients500
DateSep 2016
Total AUM$113.6M
Discretionary$95.4M
Non-Disc.$18.2M
Employees27
Clients500
DateJul 2016
Total AUM$113.6M
Discretionary$95.4M
Non-Disc.$18.2M
Employees27
Clients500
DateJul 2016
Total AUM$113.6M
Discretionary$95.4M
Non-Disc.$18.2M
Employees27
Clients500
DateJun 2016
Total AUM$113.6M
Discretionary$95.4M
Non-Disc.$18.2M
Employees27
Clients500
DateMar 2016
Total AUM$113.6M
Discretionary$95.4M
Non-Disc.$18.2M
Employees27
Clients500
DateMar 2016
Total AUM$113.6M
Discretionary$95.4M
Non-Disc.$18.2M
Employees27
Clients500
DateFeb 2016
Total AUM$113.6M
Discretionary$95.4M
Non-Disc.$18.2M
Employees27
Clients500
DateJan 2016
Total AUM$113.6M
Discretionary$95.4M
Non-Disc.$18.2M
Employees22
Clients500
DateDec 2015
Total AUM$113.6M
Discretionary$95.4M
Non-Disc.$18.2M
Employees22
Clients500
DateOct 2015
Total AUM$100.6M
Discretionary$85.7M
Non-Disc.$14.9M
Employees22
Clients500
DateAug 2015
Total AUM$100.6M
Discretionary$85.7M
Non-Disc.$14.9M
Employees22
Clients500
DateJul 2015
Total AUM$100.6M
Discretionary$85.7M
Non-Disc.$14.9M
Employees22
Clients500
DateJul 2015
Total AUM$72M
Discretionary$1M
Non-Disc.$71M
Employees22
Clients500
DateJul 2015
Total AUM$72M
Discretionary$1M
Non-Disc.$71M
Employees22
Clients500
DateJun 2015
Total AUM$72M
Discretionary$1M
Non-Disc.$71M
Employees22
Clients500
DateJun 2015
Total AUM$72M
Discretionary$1M
Non-Disc.$71M
Employees22
Clients500
DateJun 2015
Total AUM$72M
Discretionary$1M
Non-Disc.$71M
Employees22
Clients500
DateMay 2015
Total AUM$72M
Discretionary$1M
Non-Disc.$71M
Employees22
Clients500
DateMar 2015
Total AUM$72M
Discretionary$1M
Non-Disc.$71M
Employees22
Clients500
DateFeb 2015
Total AUM$52.7M
Discretionary$52.6M
Non-Disc.$80.6K
Employees18
Clients0
DateJan 2015
Total AUM$42M
Discretionary$37.8M
Non-Disc.$4.2M
Employees18
Clients0
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0