WCG WEALTH ADVISORS, LLC
Legal name: THE WEALTH CONSULTING GROUP
CRD #173194 SEC #801-80386 LAS VEGAS, NV 702-263-1919
SEC Registered
Total AUM
$5.4B
Discretionary
$5.4B
Employees
204
Clients
101
Accounts
20,129
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $5.4B | $5.4B | $0 | 204 | 685 |
| Dec 2025 | $5.4B | $5.4B | $0 | 204 | 685 |
| Nov 2025 | $5.4B | $5.4B | $0 | 204 | 685 |
| Nov 2025 | $5.4B | $5.4B | $0 | 204 | 685 |
| Nov 2025 | $5.4B | $5.4B | $0 | 204 | 685 |
| Nov 2025 | $5.4B | $5.4B | $0 | 204 | 685 |
| Nov 2025 | $5.4B | $5.4B | $0 | 204 | 685 |
| Sep 2025 | $5.4B | $5.4B | $0 | 204 | 685 |
| Aug 2025 | $5.4B | $5.4B | $0 | 204 | 685 |
| Aug 2025 | $5.4B | $5.4B | $0 | 204 | 685 |
| Jul 2025 | $5.4B | $5.4B | $0 | 204 | 685 |
| Jul 2025 | $5.4B | $5.4B | $0 | 204 | 685 |
| Jul 2025 | $5.4B | $5.4B | $0 | 204 | 685 |
| Jun 2025 | $5.4B | $5.4B | $0 | 204 | 685 |
| Jun 2025 | $5.4B | $5.4B | $0 | 204 | 685 |
| Jun 2025 | $5.4B | $5.4B | $0 | 204 | 685 |
| May 2025 | $5.4B | $5.4B | $0 | 204 | 685 |
| Apr 2025 | $5.4B | $5.4B | $0 | 204 | 685 |
| Apr 2025 | $5.4B | $5.4B | $0 | 204 | 685 |
| Mar 2025 | $5.4B | $5.4B | $0 | 204 | 685 |
| Feb 2025 | $5.2B | $5.2B | $762.3K | 264 | 742 |
| Dec 2024 | $5.2B | $5.2B | $762.3K | 264 | 742 |
| Dec 2024 | $5.2B | $5.2B | $762.3K | 264 | 742 |
| Dec 2024 | $5.2B | $5.2B | $762.3K | 264 | 742 |
| Nov 2024 | $5.2B | $5.2B | $762.3K | 264 | 742 |
| Oct 2024 | $5.2B | $5.2B | $762.3K | 264 | 742 |
| Oct 2024 | $5.2B | $5.2B | $762.3K | 264 | 742 |
| Oct 2024 | $5.2B | $5.2B | $762.3K | 264 | 742 |
| Sep 2024 | $5.2B | $5.2B | $762.3K | 264 | 742 |
| Aug 2024 | $5.2B | $5.2B | $762.3K | 264 | 742 |
| Jul 2024 | $5.2B | $5.2B | $762.3K | 264 | 742 |
| Jul 2024 | $5.2B | $5.2B | $762.3K | 264 | 742 |
| Apr 2024 | $5.2B | $5.2B | $762.3K | 264 | 742 |
| Apr 2024 | $5.2B | $5.2B | $762.3K | 264 | 742 |
| Mar 2024 | $5.2B | $5.2B | $762.3K | 264 | 742 |
| Feb 2024 | $2.8B | $2.8B | $89.7K | 272 | 386 |
| Jan 2024 | $2.8B | $2.8B | $89.7K | 272 | 386 |
| Jan 2024 | $2.8B | $2.8B | $89.7K | 272 | 386 |
| Jan 2024 | $2.8B | $2.8B | $89.7K | 272 | 386 |
| Oct 2023 | $2.8B | $2.8B | $89.7K | 272 | 386 |
| Sep 2023 | $2.8B | $2.8B | $89.7K | 272 | 386 |
| Sep 2023 | $2.8B | $2.8B | $89.7K | 272 | 386 |
| Jul 2023 | $2.8B | $2.8B | $89.7K | 272 | 386 |
| Jun 2023 | $2.8B | $2.8B | $89.7K | 131 | 386 |
| May 2023 | $2.8B | $2.8B | $89.7K | 131 | 386 |
| May 2023 | $2.8B | $2.8B | $89.7K | 131 | 386 |
| May 2023 | $2.8B | $2.8B | $89.7K | 131 | 386 |
| May 2023 | $2.8B | $2.8B | $89.7K | 131 | 386 |
| Apr 2023 | $2.8B | $2.8B | $89.7K | 131 | 386 |
| Mar 2023 | $2.8B | $2.8B | $89.7K | 131 | 386 |
| Oct 2022 | $2.9B | $2.8B | $52.7M | 120 | 175 |
| Oct 2022 | $2.9B | $2.8B | $52.7M | 120 | 175 |
| Aug 2022 | $2.9B | $2.8B | $52.7M | 120 | 175 |
| Jul 2022 | $2.9B | $2.8B | $52.7M | 120 | 175 |
| Apr 2022 | $2.9B | $2.8B | $52.7M | 120 | 175 |
| Mar 2022 | $2.9B | $2.8B | $52.7M | 120 | 175 |
| Dec 2021 | $2.2B | $2.1B | $28.8M | 151 | 132 |
| Sep 2021 | $2.2B | $2.1B | $28.8M | 151 | 132 |
| Aug 2021 | $2.2B | $2.1B | $28.8M | 151 | 132 |
| Aug 2021 | $2.2B | $2.1B | $28.8M | 151 | 132 |
| Jul 2021 | $2.2B | $2.1B | $28.8M | 151 | 132 |
| Jul 2021 | $2.2B | $2.1B | $28.8M | 151 | 132 |
| May 2021 | $2.2B | $2.1B | $28.8M | 151 | 132 |
| Apr 2021 | $2.2B | $2.1B | $28.8M | 151 | 132 |
| Mar 2021 | $2.2B | $2.1B | $28.8M | 151 | 132 |
| Feb 2021 | $2B | $1.7B | $297.2M | 151 | 80 |
| Jan 2021 | $2B | $1.7B | $297.2M | 151 | 80 |
| Dec 2020 | $2B | $1.7B | $297.2M | 151 | 80 |
| Nov 2020 | $2B | $1.7B | $297.2M | 151 | 80 |
| Sep 2020 | $2B | $1.7B | $297.2M | 151 | 80 |
| Jun 2020 | $2B | $1.7B | $297.2M | 151 | 80 |
| Jun 2020 | $2B | $1.7B | $297.2M | 151 | 80 |
| May 2020 | $2B | $1.7B | $297.2M | 151 | 80 |
| May 2020 | $2B | $1.7B | $297.2M | 151 | 80 |
| May 2020 | $2B | $1.7B | $297.2M | 151 | 80 |
| Mar 2020 | $2B | $1.7B | $297.2M | 151 | 80 |
| Mar 2020 | $2B | $1.7B | $297.2M | 151 | 80 |
| Jan 2020 | $1.4B | $1.3B | $113.4M | 153 | 180 |
| Aug 2019 | $1.4B | $1.3B | $113.4M | 153 | 180 |
| Mar 2019 | $1.4B | $1.3B | $113.4M | 153 | 180 |
| Feb 2019 | $1.3B | $1.3B | $27.4M | 143 | 91 |
| Jan 2019 | $1.3B | $1.3B | $27.4M | 143 | 91 |
| Nov 2018 | $1.3B | $1.3B | $27.4M | 143 | 91 |
| Nov 2018 | $1.3B | $1.3B | $27.4M | 143 | 91 |
| Nov 2018 | $1.3B | $1.3B | $27.4M | 143 | 91 |
| Oct 2018 | $1.3B | $1.3B | $27.4M | 143 | 91 |
| Aug 2018 | $1.3B | $1.3B | $27.4M | 143 | 91 |
| Jul 2018 | $1.3B | $1.3B | $27.4M | 143 | 91 |
| Jul 2018 | $1.3B | $1.3B | $27.4M | 143 | 91 |
| Mar 2018 | $1.3B | $1.3B | $27.4M | 143 | 91 |
| Feb 2018 | $1.2B | $1.2B | $25.9M | 125 | 91 |
| Dec 2017 | $1.2B | $1.2B | $25.9M | 125 | 91 |
| Dec 2017 | $1.2B | $1.2B | $25.9M | 125 | 91 |
| Nov 2017 | $1.2B | $1.2B | $25.9M | 125 | 91 |
| Jul 2017 | $974.4M | $974.4M | $0 | 125 | 2,500 |
| Jun 2017 | $974.4M | $974.4M | $0 | 125 | 2,500 |
| May 2017 | $974.4M | $974.4M | $0 | 125 | 2,500 |
| May 2017 | $974.4M | $974.4M | $0 | 125 | 2,500 |
| Apr 2017 | $974.4M | $974.4M | $0 | 125 | 2,500 |
| Apr 2017 | $974.4M | $974.4M | $0 | 125 | 2,500 |
| Mar 2017 | $974.4M | $974.4M | $0 | 125 | 2,500 |
| Jan 2017 | $837.1M | $829M | $8.1M | 55 | 1,400 |
| Jan 2017 | $837.1M | $829M | $8.1M | 55 | 1,400 |
| Jan 2017 | $837.1M | $829M | $8.1M | 55 | 1,400 |
| Dec 2016 | $837.1M | $829M | $8.1M | 55 | 1,400 |
| Dec 2016 | $837.1M | $829M | $8.1M | 55 | 1,400 |
| Nov 2016 | $837.1M | $829M | $8.1M | 55 | 1,400 |
| Nov 2016 | $458.4M | $451.9M | $6.4M | 55 | 1,400 |
| Nov 2016 | $458.4M | $451.9M | $6.4M | 55 | 1,400 |
| Oct 2016 | $458.4M | $451.9M | $6.4M | 55 | 1,400 |
| Aug 2016 | $458.4M | $451.9M | $6.4M | 55 | 1,400 |
| Aug 2016 | $458.4M | $451.9M | $6.4M | 55 | 1,400 |
| Jul 2016 | $458.4M | $451.9M | $6.4M | 42 | 1,400 |
| Jun 2016 | $458.4M | $451.9M | $6.4M | 42 | 1,400 |
| May 2016 | $458.4M | $451.9M | $6.4M | 42 | 1,400 |
| Mar 2016 | $458.4M | $451.9M | $6.4M | 42 | 1,400 |
| Feb 2016 | $402M | $395M | $7M | 42 | 800 |
| Feb 2016 | $402M | $395M | $7M | 42 | 800 |
| Aug 2015 | $402M | $395M | $7M | 42 | 800 |
| Jun 2015 | $307M | $300M | $7M | 42 | 800 |
| Jan 2015 | $307M | $300M | $7M | 42 | 800 |
| Jan 2015 | $0 | $0 | $0 | 42 | 0 |
| Dec 2014 | $0 | $0 | $0 | 42 | 0 |
| Nov 2014 | $0 | $0 | $0 | 42 | 0 |
| Nov 2014 | $0 | $0 | $0 | 42 | 0 |
| Oct 2014 | $0 | $0 | $0 | 42 | 0 |
| Oct 2014 | $0 | $0 | $0 | 42 | 0 |
| Sep 2014 | $0 | $0 | $0 | 42 | 0 |
DateDec 2025
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees204
Clients685
DateDec 2025
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees204
Clients685
DateNov 2025
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees204
Clients685
DateNov 2025
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees204
Clients685
DateNov 2025
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees204
Clients685
DateNov 2025
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees204
Clients685
DateNov 2025
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees204
Clients685
DateSep 2025
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees204
Clients685
DateAug 2025
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees204
Clients685
DateAug 2025
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees204
Clients685
DateJul 2025
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees204
Clients685
DateJul 2025
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees204
Clients685
DateJul 2025
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees204
Clients685
DateJun 2025
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees204
Clients685
DateJun 2025
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees204
Clients685
DateJun 2025
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees204
Clients685
DateMay 2025
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees204
Clients685
DateApr 2025
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees204
Clients685
DateApr 2025
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees204
Clients685
DateMar 2025
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees204
Clients685
DateFeb 2025
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$762.3K
Employees264
Clients742
DateDec 2024
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$762.3K
Employees264
Clients742
DateDec 2024
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$762.3K
Employees264
Clients742
DateDec 2024
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$762.3K
Employees264
Clients742
DateNov 2024
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$762.3K
Employees264
Clients742
DateOct 2024
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$762.3K
Employees264
Clients742
DateOct 2024
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$762.3K
Employees264
Clients742
DateOct 2024
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$762.3K
Employees264
Clients742
DateSep 2024
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$762.3K
Employees264
Clients742
DateAug 2024
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$762.3K
Employees264
Clients742
DateJul 2024
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$762.3K
Employees264
Clients742
DateJul 2024
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$762.3K
Employees264
Clients742
DateApr 2024
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$762.3K
Employees264
Clients742
DateApr 2024
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$762.3K
Employees264
Clients742
DateMar 2024
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$762.3K
Employees264
Clients742
DateFeb 2024
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$89.7K
Employees272
Clients386
DateJan 2024
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$89.7K
Employees272
Clients386
DateJan 2024
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$89.7K
Employees272
Clients386
DateJan 2024
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$89.7K
Employees272
Clients386
DateOct 2023
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$89.7K
Employees272
Clients386
DateSep 2023
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$89.7K
Employees272
Clients386
DateSep 2023
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$89.7K
Employees272
Clients386
DateJul 2023
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$89.7K
Employees272
Clients386
DateJun 2023
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$89.7K
Employees131
Clients386
DateMay 2023
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$89.7K
Employees131
Clients386
DateMay 2023
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$89.7K
Employees131
Clients386
DateMay 2023
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$89.7K
Employees131
Clients386
DateMay 2023
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$89.7K
Employees131
Clients386
DateApr 2023
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$89.7K
Employees131
Clients386
DateMar 2023
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$89.7K
Employees131
Clients386
DateOct 2022
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$52.7M
Employees120
Clients175
DateOct 2022
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$52.7M
Employees120
Clients175
DateAug 2022
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$52.7M
Employees120
Clients175
DateJul 2022
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$52.7M
Employees120
Clients175
DateApr 2022
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$52.7M
Employees120
Clients175
DateMar 2022
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$52.7M
Employees120
Clients175
DateDec 2021
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$28.8M
Employees151
Clients132
DateSep 2021
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$28.8M
Employees151
Clients132
DateAug 2021
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$28.8M
Employees151
Clients132
DateAug 2021
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$28.8M
Employees151
Clients132
DateJul 2021
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$28.8M
Employees151
Clients132
DateJul 2021
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$28.8M
Employees151
Clients132
DateMay 2021
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$28.8M
Employees151
Clients132
DateApr 2021
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$28.8M
Employees151
Clients132
DateMar 2021
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$28.8M
Employees151
Clients132
DateFeb 2021
Total AUM$2B
Discretionary$1.7B
Non-Disc.$297.2M
Employees151
Clients80
DateJan 2021
Total AUM$2B
Discretionary$1.7B
Non-Disc.$297.2M
Employees151
Clients80
DateDec 2020
Total AUM$2B
Discretionary$1.7B
Non-Disc.$297.2M
Employees151
Clients80
DateNov 2020
Total AUM$2B
Discretionary$1.7B
Non-Disc.$297.2M
Employees151
Clients80
DateSep 2020
Total AUM$2B
Discretionary$1.7B
Non-Disc.$297.2M
Employees151
Clients80
DateJun 2020
Total AUM$2B
Discretionary$1.7B
Non-Disc.$297.2M
Employees151
Clients80
DateJun 2020
Total AUM$2B
Discretionary$1.7B
Non-Disc.$297.2M
Employees151
Clients80
DateMay 2020
Total AUM$2B
Discretionary$1.7B
Non-Disc.$297.2M
Employees151
Clients80
DateMay 2020
Total AUM$2B
Discretionary$1.7B
Non-Disc.$297.2M
Employees151
Clients80
DateMay 2020
Total AUM$2B
Discretionary$1.7B
Non-Disc.$297.2M
Employees151
Clients80
DateMar 2020
Total AUM$2B
Discretionary$1.7B
Non-Disc.$297.2M
Employees151
Clients80
DateMar 2020
Total AUM$2B
Discretionary$1.7B
Non-Disc.$297.2M
Employees151
Clients80
DateJan 2020
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$113.4M
Employees153
Clients180
DateAug 2019
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$113.4M
Employees153
Clients180
DateMar 2019
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$113.4M
Employees153
Clients180
DateFeb 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$27.4M
Employees143
Clients91
DateJan 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$27.4M
Employees143
Clients91
DateNov 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$27.4M
Employees143
Clients91
DateNov 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$27.4M
Employees143
Clients91
DateNov 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$27.4M
Employees143
Clients91
DateOct 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$27.4M
Employees143
Clients91
DateAug 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$27.4M
Employees143
Clients91
DateJul 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$27.4M
Employees143
Clients91
DateJul 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$27.4M
Employees143
Clients91
DateMar 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$27.4M
Employees143
Clients91
DateFeb 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$25.9M
Employees125
Clients91
DateDec 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$25.9M
Employees125
Clients91
DateDec 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$25.9M
Employees125
Clients91
DateNov 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$25.9M
Employees125
Clients91
DateJul 2017
Total AUM$974.4M
Discretionary$974.4M
Non-Disc.$0
Employees125
Clients2,500
DateJun 2017
Total AUM$974.4M
Discretionary$974.4M
Non-Disc.$0
Employees125
Clients2,500
DateMay 2017
Total AUM$974.4M
Discretionary$974.4M
Non-Disc.$0
Employees125
Clients2,500
DateMay 2017
Total AUM$974.4M
Discretionary$974.4M
Non-Disc.$0
Employees125
Clients2,500
DateApr 2017
Total AUM$974.4M
Discretionary$974.4M
Non-Disc.$0
Employees125
Clients2,500
DateApr 2017
Total AUM$974.4M
Discretionary$974.4M
Non-Disc.$0
Employees125
Clients2,500
DateMar 2017
Total AUM$974.4M
Discretionary$974.4M
Non-Disc.$0
Employees125
Clients2,500
DateJan 2017
Total AUM$837.1M
Discretionary$829M
Non-Disc.$8.1M
Employees55
Clients1,400
DateJan 2017
Total AUM$837.1M
Discretionary$829M
Non-Disc.$8.1M
Employees55
Clients1,400
DateJan 2017
Total AUM$837.1M
Discretionary$829M
Non-Disc.$8.1M
Employees55
Clients1,400
DateDec 2016
Total AUM$837.1M
Discretionary$829M
Non-Disc.$8.1M
Employees55
Clients1,400
DateDec 2016
Total AUM$837.1M
Discretionary$829M
Non-Disc.$8.1M
Employees55
Clients1,400
DateNov 2016
Total AUM$837.1M
Discretionary$829M
Non-Disc.$8.1M
Employees55
Clients1,400
DateNov 2016
Total AUM$458.4M
Discretionary$451.9M
Non-Disc.$6.4M
Employees55
Clients1,400
DateNov 2016
Total AUM$458.4M
Discretionary$451.9M
Non-Disc.$6.4M
Employees55
Clients1,400
DateOct 2016
Total AUM$458.4M
Discretionary$451.9M
Non-Disc.$6.4M
Employees55
Clients1,400
DateAug 2016
Total AUM$458.4M
Discretionary$451.9M
Non-Disc.$6.4M
Employees55
Clients1,400
DateAug 2016
Total AUM$458.4M
Discretionary$451.9M
Non-Disc.$6.4M
Employees55
Clients1,400
DateJul 2016
Total AUM$458.4M
Discretionary$451.9M
Non-Disc.$6.4M
Employees42
Clients1,400
DateJun 2016
Total AUM$458.4M
Discretionary$451.9M
Non-Disc.$6.4M
Employees42
Clients1,400
DateMay 2016
Total AUM$458.4M
Discretionary$451.9M
Non-Disc.$6.4M
Employees42
Clients1,400
DateMar 2016
Total AUM$458.4M
Discretionary$451.9M
Non-Disc.$6.4M
Employees42
Clients1,400
DateFeb 2016
Total AUM$402M
Discretionary$395M
Non-Disc.$7M
Employees42
Clients800
DateFeb 2016
Total AUM$402M
Discretionary$395M
Non-Disc.$7M
Employees42
Clients800
DateAug 2015
Total AUM$402M
Discretionary$395M
Non-Disc.$7M
Employees42
Clients800
DateJun 2015
Total AUM$307M
Discretionary$300M
Non-Disc.$7M
Employees42
Clients800
DateJan 2015
Total AUM$307M
Discretionary$300M
Non-Disc.$7M
Employees42
Clients800
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees42
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees42
Clients0
DateNov 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees42
Clients0
DateNov 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees42
Clients0
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees42
Clients0
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees42
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees42
Clients0