U.S. BANCORP INVESTMENTS, INC.
CRD #17868 SEC #801-68122 SAINT PAUL, MN 800-888-4700
SEC Registered Broker-Dealer Disclosures
Total AUM
$19.3B
Discretionary
$6.8B
Employees
2,152
Clients
--
Accounts
66,996
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $19.3B | $6.8B | $12.5B | 2,152 | 3,940 |
| Nov 2025 | $19.3B | $6.8B | $12.5B | 2,152 | 3,940 |
| Oct 2025 | $19.3B | $6.8B | $12.5B | 2,152 | 3,940 |
| Sep 2025 | $19.3B | $6.8B | $12.5B | 2,152 | 3,940 |
| Jun 2025 | $19.3B | $6.8B | $12.5B | 2,152 | 3,940 |
| Jun 2025 | $19.3B | $6.8B | $12.5B | 2,152 | 3,940 |
| Jun 2025 | $19.3B | $6.8B | $12.5B | 2,152 | 3,940 |
| Apr 2025 | $19.3B | $6.8B | $12.5B | 2,152 | 3,940 |
| Mar 2025 | $19.3B | $6.8B | $12.5B | 2,152 | 3,940 |
| Jan 2025 | $15.9B | $5.6B | $10.3B | 2,307 | 3,360 |
| Dec 2024 | $15.9B | $5.6B | $10.3B | 2,307 | 3,360 |
| Oct 2024 | $15.9B | $5.6B | $10.3B | 2,307 | 3,360 |
| Oct 2024 | $15.9B | $5.6B | $10.3B | 2,307 | 3,360 |
| Aug 2024 | $15.9B | $5.6B | $10.3B | 2,307 | 3,360 |
| Aug 2024 | $15.9B | $5.6B | $10.3B | 2,307 | 3,360 |
| Jun 2024 | $15.9B | $5.6B | $10.3B | 2,307 | 3,360 |
| May 2024 | $15.9B | $5.6B | $10.3B | 2,307 | 3,360 |
| Apr 2024 | $15.9B | $5.6B | $10.3B | 2,307 | 3,360 |
| Mar 2024 | $15.9B | $5.6B | $10.3B | 2,307 | 3,360 |
| Jan 2024 | $13.4B | $5.1B | $8.3B | 1,987 | 6,654 |
| Nov 2023 | $13.4B | $5.1B | $8.3B | 1,987 | 6,654 |
| Oct 2023 | $13.4B | $5.1B | $8.3B | 1,987 | 6,654 |
| Jul 2023 | $13.4B | $5.1B | $8.3B | 1,987 | 6,654 |
| Jul 2023 | $13.4B | $5.1B | $8.3B | 1,987 | 6,654 |
| May 2023 | $13.4B | $5.1B | $8.3B | 1,987 | 6,654 |
| Mar 2023 | $13.4B | $5.1B | $8.3B | 1,987 | 6,654 |
| Sep 2022 | $14.7B | $5.3B | $9.4B | 2,384 | 12,235 |
| Aug 2022 | $14.7B | $5.3B | $9.4B | 2,384 | 12,235 |
| Jul 2022 | $14.7B | $5.3B | $9.4B | 2,384 | 12,235 |
| Jun 2022 | $14.7B | $5.3B | $9.4B | 2,384 | 12,235 |
| Mar 2022 | $14.7B | $5.3B | $9.4B | 2,384 | 12,235 |
| Dec 2021 | $12.8B | $4.3B | $8.6B | 2,318 | 20,854 |
| Nov 2021 | $12.8B | $4.3B | $8.6B | 2,318 | 20,854 |
| Nov 2021 | $12.8B | $4.3B | $8.6B | 2,318 | 20,854 |
| Sep 2021 | $12.8B | $4.3B | $8.6B | 2,318 | 20,854 |
| Jul 2021 | $12.8B | $4.3B | $8.6B | 2,318 | 20,854 |
| Jul 2021 | $12.8B | $4.3B | $8.6B | 2,318 | 20,854 |
| May 2021 | $12.8B | $4.3B | $8.6B | 2,318 | 20,854 |
| Mar 2021 | $12.8B | $4.3B | $8.6B | 2,318 | 20,854 |
| Nov 2020 | $9B | $2.7B | $6.3B | 2,398 | 17,901 |
| Aug 2020 | $9B | $2.7B | $6.3B | 2,398 | 17,901 |
| Jun 2020 | $9B | $2.7B | $6.3B | 2,398 | 17,901 |
| Jun 2020 | $9B | $2.7B | $6.3B | 2,398 | 17,901 |
| Apr 2020 | $9B | $2.7B | $6.3B | 2,398 | 17,901 |
| Mar 2020 | $9B | $2.7B | $6.3B | 2,398 | 17,901 |
| Jan 2020 | $8.5B | $2.1B | $6.4B | 2,323 | 12,713 |
| Nov 2019 | $8.5B | $2.1B | $6.4B | 2,323 | 12,713 |
| Apr 2019 | $8.5B | $2.1B | $6.4B | 2,323 | 12,713 |
| Mar 2019 | $8.5B | $2.1B | $6.4B | 2,323 | 12,713 |
| Jan 2019 | $7.9B | $1.6B | $6.4B | 2,187 | 6,493 |
| Dec 2018 | $7.9B | $1.6B | $6.4B | 2,187 | 6,493 |
| Dec 2018 | $7.9B | $1.6B | $6.4B | 2,187 | 6,493 |
| Aug 2018 | $7.9B | $1.6B | $6.4B | 2,187 | 6,493 |
| Jun 2018 | $7.9B | $1.6B | $6.4B | 2,187 | 6,493 |
| May 2018 | $7.9B | $1.6B | $6.4B | 2,187 | 6,493 |
| Mar 2018 | $7.9B | $1.6B | $6.4B | 2,187 | 6,493 |
| Mar 2018 | $6.2B | $790.7M | $5.4B | 2,061 | 0 |
| Dec 2017 | $6.2B | $790.7M | $5.4B | 2,061 | 0 |
| Oct 2017 | $6.2B | $790.7M | $5.4B | 2,061 | 0 |
| Oct 2017 | $6.2B | $790.7M | $5.4B | 2,061 | 0 |
| Sep 2017 | $6.2B | $790.7M | $5.4B | 2,061 | 21,100 |
| Jul 2017 | $6.2B | $790.7M | $5.4B | 2,061 | 21,100 |
| Jun 2017 | $6.2B | $790.7M | $5.4B | 2,061 | 21,100 |
| Mar 2017 | $6.2B | $790.7M | $5.4B | 2,061 | 21,100 |
| Feb 2017 | $5.1B | $253.5M | $4.8B | 1,939 | 19,387 |
| Jan 2017 | $5.1B | $253.5M | $4.8B | 1,939 | 19,387 |
| Dec 2016 | $5.1B | $253.5M | $4.8B | 1,939 | 19,387 |
| Nov 2016 | $5.1B | $253.5M | $4.8B | 1,939 | 19,387 |
| Jun 2016 | $5.1B | $253.5M | $4.8B | 1,939 | 19,387 |
| Mar 2016 | $5.1B | $253.5M | $4.8B | 1,939 | 19,387 |
| Oct 2015 | $5.2B | $84.7M | $5.2B | 1,974 | 17,943 |
| Oct 2015 | $5.2B | $84.7M | $5.2B | 1,974 | 17,943 |
| Aug 2015 | $5.2B | $84.7M | $5.2B | 1,974 | 17,943 |
| Mar 2015 | $5.2B | $84.7M | $5.2B | 1,974 | 17,943 |
| Mar 2015 | $5.2B | $84.7M | $5.2B | 1,974 | 17,943 |
| Oct 2014 | $4.3B | $10.6M | $4.3B | 1,916 | 14,167 |
| Oct 2014 | $4.3B | $10.6M | $4.3B | 1,916 | 14,167 |
| Aug 2014 | $4.3B | $10.6M | $4.3B | 1,916 | 14,167 |
| Jun 2014 | $4.3B | $10.6M | $4.3B | 1,916 | 14,167 |
| Mar 2014 | $4.3B | $10.6M | $4.3B | 1,916 | 14,167 |
| Feb 2014 | $4.2B | $0 | $4.2B | 1,865 | 14,500 |
| Nov 2013 | $3.2B | $0 | $3.2B | 1,865 | 14,500 |
| Apr 2013 | $3.2B | $0 | $3.2B | 1,865 | 14,500 |
| Apr 2013 | $3.2B | $0 | $3.2B | 1,865 | 14,500 |
| Dec 2012 | $1.9B | $0 | $1.9B | 1,728 | 9,500 |
| Oct 2012 | $1.9B | $0 | $1.9B | -- | 9,500 |
| Jul 2012 | $1.9B | $0 | $1.9B | -- | 9,500 |
| Jul 2012 | $1.9B | $0 | $1.9B | -- | 9,500 |
| Jun 2012 | $1.9B | $0 | $1.9B | -- | 9,500 |
| Jun 2012 | $1.9B | $0 | $1.9B | -- | 9,500 |
| Mar 2012 | $1.9B | $0 | $1.9B | -- | 9,500 |
| Feb 2012 | $1.9B | $0 | $1.9B | -- | 9,500 |
| Jan 2012 | $1.1B | $0 | $1.1B | -- | 4,000 |
| Jan 2012 | $1.1B | $0 | $1.1B | -- | 4,000 |
| Dec 2011 | $1.1B | $0 | $1.1B | -- | 4,000 |
| Aug 2011 | $1.1B | $0 | $1.1B | -- | -- |
| Aug 2011 | $1.1B | $0 | $1.1B | -- | -- |
| Jul 2011 | $1.1B | $0 | $1.1B | -- | -- |
| May 2011 | $1.1B | $0 | $1.1B | -- | -- |
| Mar 2011 | $1.1B | $0 | $1.1B | -- | -- |
| Jan 2011 | $485.5M | $0 | $485.5M | -- | -- |
| Dec 2010 | $485.5M | $0 | $485.5M | -- | -- |
| Oct 2010 | $485.5M | $0 | $485.5M | -- | -- |
| Sep 2010 | $485.5M | $0 | $485.5M | -- | -- |
| Aug 2010 | $485.5M | $0 | $485.5M | -- | -- |
| Jul 2010 | $485.5M | $0 | $485.5M | -- | -- |
| May 2010 | $485.5M | $0 | $485.5M | -- | -- |
| May 2010 | $485.5M | $0 | $485.5M | -- | -- |
| Mar 2010 | $485.5M | $0 | $485.5M | -- | -- |
| Jul 2009 | $219.2M | $0 | $219.2M | -- | -- |
| May 2009 | $219.2M | $0 | $219.2M | -- | -- |
| Mar 2009 | $240.6M | $0 | $240.6M | -- | -- |
| Feb 2009 | $240.6M | $0 | $240.6M | -- | -- |
| Mar 2008 | $240.6M | $0 | $240.6M | -- | -- |
| Mar 2008 | $86.9M | $0 | $86.9M | -- | -- |
| Dec 2007 | $86.9M | $0 | $86.9M | -- | -- |
| Oct 2007 | $86.9M | $0 | $86.9M | -- | -- |
| Sep 2007 | $86.9M | $0 | $86.9M | -- | -- |
| Aug 2007 | $86.9M | $0 | $86.9M | -- | -- |
DateDec 2025
Total AUM$19.3B
Discretionary$6.8B
Non-Disc.$12.5B
Employees2,152
Clients3,940
DateNov 2025
Total AUM$19.3B
Discretionary$6.8B
Non-Disc.$12.5B
Employees2,152
Clients3,940
DateOct 2025
Total AUM$19.3B
Discretionary$6.8B
Non-Disc.$12.5B
Employees2,152
Clients3,940
DateSep 2025
Total AUM$19.3B
Discretionary$6.8B
Non-Disc.$12.5B
Employees2,152
Clients3,940
DateJun 2025
Total AUM$19.3B
Discretionary$6.8B
Non-Disc.$12.5B
Employees2,152
Clients3,940
DateJun 2025
Total AUM$19.3B
Discretionary$6.8B
Non-Disc.$12.5B
Employees2,152
Clients3,940
DateJun 2025
Total AUM$19.3B
Discretionary$6.8B
Non-Disc.$12.5B
Employees2,152
Clients3,940
DateApr 2025
Total AUM$19.3B
Discretionary$6.8B
Non-Disc.$12.5B
Employees2,152
Clients3,940
DateMar 2025
Total AUM$19.3B
Discretionary$6.8B
Non-Disc.$12.5B
Employees2,152
Clients3,940
DateJan 2025
Total AUM$15.9B
Discretionary$5.6B
Non-Disc.$10.3B
Employees2,307
Clients3,360
DateDec 2024
Total AUM$15.9B
Discretionary$5.6B
Non-Disc.$10.3B
Employees2,307
Clients3,360
DateOct 2024
Total AUM$15.9B
Discretionary$5.6B
Non-Disc.$10.3B
Employees2,307
Clients3,360
DateOct 2024
Total AUM$15.9B
Discretionary$5.6B
Non-Disc.$10.3B
Employees2,307
Clients3,360
DateAug 2024
Total AUM$15.9B
Discretionary$5.6B
Non-Disc.$10.3B
Employees2,307
Clients3,360
DateAug 2024
Total AUM$15.9B
Discretionary$5.6B
Non-Disc.$10.3B
Employees2,307
Clients3,360
DateJun 2024
Total AUM$15.9B
Discretionary$5.6B
Non-Disc.$10.3B
Employees2,307
Clients3,360
DateMay 2024
Total AUM$15.9B
Discretionary$5.6B
Non-Disc.$10.3B
Employees2,307
Clients3,360
DateApr 2024
Total AUM$15.9B
Discretionary$5.6B
Non-Disc.$10.3B
Employees2,307
Clients3,360
DateMar 2024
Total AUM$15.9B
Discretionary$5.6B
Non-Disc.$10.3B
Employees2,307
Clients3,360
DateJan 2024
Total AUM$13.4B
Discretionary$5.1B
Non-Disc.$8.3B
Employees1,987
Clients6,654
DateNov 2023
Total AUM$13.4B
Discretionary$5.1B
Non-Disc.$8.3B
Employees1,987
Clients6,654
DateOct 2023
Total AUM$13.4B
Discretionary$5.1B
Non-Disc.$8.3B
Employees1,987
Clients6,654
DateJul 2023
Total AUM$13.4B
Discretionary$5.1B
Non-Disc.$8.3B
Employees1,987
Clients6,654
DateJul 2023
Total AUM$13.4B
Discretionary$5.1B
Non-Disc.$8.3B
Employees1,987
Clients6,654
DateMay 2023
Total AUM$13.4B
Discretionary$5.1B
Non-Disc.$8.3B
Employees1,987
Clients6,654
DateMar 2023
Total AUM$13.4B
Discretionary$5.1B
Non-Disc.$8.3B
Employees1,987
Clients6,654
DateSep 2022
Total AUM$14.7B
Discretionary$5.3B
Non-Disc.$9.4B
Employees2,384
Clients12,235
DateAug 2022
Total AUM$14.7B
Discretionary$5.3B
Non-Disc.$9.4B
Employees2,384
Clients12,235
DateJul 2022
Total AUM$14.7B
Discretionary$5.3B
Non-Disc.$9.4B
Employees2,384
Clients12,235
DateJun 2022
Total AUM$14.7B
Discretionary$5.3B
Non-Disc.$9.4B
Employees2,384
Clients12,235
DateMar 2022
Total AUM$14.7B
Discretionary$5.3B
Non-Disc.$9.4B
Employees2,384
Clients12,235
DateDec 2021
Total AUM$12.8B
Discretionary$4.3B
Non-Disc.$8.6B
Employees2,318
Clients20,854
DateNov 2021
Total AUM$12.8B
Discretionary$4.3B
Non-Disc.$8.6B
Employees2,318
Clients20,854
DateNov 2021
Total AUM$12.8B
Discretionary$4.3B
Non-Disc.$8.6B
Employees2,318
Clients20,854
DateSep 2021
Total AUM$12.8B
Discretionary$4.3B
Non-Disc.$8.6B
Employees2,318
Clients20,854
DateJul 2021
Total AUM$12.8B
Discretionary$4.3B
Non-Disc.$8.6B
Employees2,318
Clients20,854
DateJul 2021
Total AUM$12.8B
Discretionary$4.3B
Non-Disc.$8.6B
Employees2,318
Clients20,854
DateMay 2021
Total AUM$12.8B
Discretionary$4.3B
Non-Disc.$8.6B
Employees2,318
Clients20,854
DateMar 2021
Total AUM$12.8B
Discretionary$4.3B
Non-Disc.$8.6B
Employees2,318
Clients20,854
DateNov 2020
Total AUM$9B
Discretionary$2.7B
Non-Disc.$6.3B
Employees2,398
Clients17,901
DateAug 2020
Total AUM$9B
Discretionary$2.7B
Non-Disc.$6.3B
Employees2,398
Clients17,901
DateJun 2020
Total AUM$9B
Discretionary$2.7B
Non-Disc.$6.3B
Employees2,398
Clients17,901
DateJun 2020
Total AUM$9B
Discretionary$2.7B
Non-Disc.$6.3B
Employees2,398
Clients17,901
DateApr 2020
Total AUM$9B
Discretionary$2.7B
Non-Disc.$6.3B
Employees2,398
Clients17,901
DateMar 2020
Total AUM$9B
Discretionary$2.7B
Non-Disc.$6.3B
Employees2,398
Clients17,901
DateJan 2020
Total AUM$8.5B
Discretionary$2.1B
Non-Disc.$6.4B
Employees2,323
Clients12,713
DateNov 2019
Total AUM$8.5B
Discretionary$2.1B
Non-Disc.$6.4B
Employees2,323
Clients12,713
DateApr 2019
Total AUM$8.5B
Discretionary$2.1B
Non-Disc.$6.4B
Employees2,323
Clients12,713
DateMar 2019
Total AUM$8.5B
Discretionary$2.1B
Non-Disc.$6.4B
Employees2,323
Clients12,713
DateJan 2019
Total AUM$7.9B
Discretionary$1.6B
Non-Disc.$6.4B
Employees2,187
Clients6,493
DateDec 2018
Total AUM$7.9B
Discretionary$1.6B
Non-Disc.$6.4B
Employees2,187
Clients6,493
DateDec 2018
Total AUM$7.9B
Discretionary$1.6B
Non-Disc.$6.4B
Employees2,187
Clients6,493
DateAug 2018
Total AUM$7.9B
Discretionary$1.6B
Non-Disc.$6.4B
Employees2,187
Clients6,493
DateJun 2018
Total AUM$7.9B
Discretionary$1.6B
Non-Disc.$6.4B
Employees2,187
Clients6,493
DateMay 2018
Total AUM$7.9B
Discretionary$1.6B
Non-Disc.$6.4B
Employees2,187
Clients6,493
DateMar 2018
Total AUM$7.9B
Discretionary$1.6B
Non-Disc.$6.4B
Employees2,187
Clients6,493
DateMar 2018
Total AUM$6.2B
Discretionary$790.7M
Non-Disc.$5.4B
Employees2,061
Clients0
DateDec 2017
Total AUM$6.2B
Discretionary$790.7M
Non-Disc.$5.4B
Employees2,061
Clients0
DateOct 2017
Total AUM$6.2B
Discretionary$790.7M
Non-Disc.$5.4B
Employees2,061
Clients0
DateOct 2017
Total AUM$6.2B
Discretionary$790.7M
Non-Disc.$5.4B
Employees2,061
Clients0
DateSep 2017
Total AUM$6.2B
Discretionary$790.7M
Non-Disc.$5.4B
Employees2,061
Clients21,100
DateJul 2017
Total AUM$6.2B
Discretionary$790.7M
Non-Disc.$5.4B
Employees2,061
Clients21,100
DateJun 2017
Total AUM$6.2B
Discretionary$790.7M
Non-Disc.$5.4B
Employees2,061
Clients21,100
DateMar 2017
Total AUM$6.2B
Discretionary$790.7M
Non-Disc.$5.4B
Employees2,061
Clients21,100
DateFeb 2017
Total AUM$5.1B
Discretionary$253.5M
Non-Disc.$4.8B
Employees1,939
Clients19,387
DateJan 2017
Total AUM$5.1B
Discretionary$253.5M
Non-Disc.$4.8B
Employees1,939
Clients19,387
DateDec 2016
Total AUM$5.1B
Discretionary$253.5M
Non-Disc.$4.8B
Employees1,939
Clients19,387
DateNov 2016
Total AUM$5.1B
Discretionary$253.5M
Non-Disc.$4.8B
Employees1,939
Clients19,387
DateJun 2016
Total AUM$5.1B
Discretionary$253.5M
Non-Disc.$4.8B
Employees1,939
Clients19,387
DateMar 2016
Total AUM$5.1B
Discretionary$253.5M
Non-Disc.$4.8B
Employees1,939
Clients19,387
DateOct 2015
Total AUM$5.2B
Discretionary$84.7M
Non-Disc.$5.2B
Employees1,974
Clients17,943
DateOct 2015
Total AUM$5.2B
Discretionary$84.7M
Non-Disc.$5.2B
Employees1,974
Clients17,943
DateAug 2015
Total AUM$5.2B
Discretionary$84.7M
Non-Disc.$5.2B
Employees1,974
Clients17,943
DateMar 2015
Total AUM$5.2B
Discretionary$84.7M
Non-Disc.$5.2B
Employees1,974
Clients17,943
DateMar 2015
Total AUM$5.2B
Discretionary$84.7M
Non-Disc.$5.2B
Employees1,974
Clients17,943
DateOct 2014
Total AUM$4.3B
Discretionary$10.6M
Non-Disc.$4.3B
Employees1,916
Clients14,167
DateOct 2014
Total AUM$4.3B
Discretionary$10.6M
Non-Disc.$4.3B
Employees1,916
Clients14,167
DateAug 2014
Total AUM$4.3B
Discretionary$10.6M
Non-Disc.$4.3B
Employees1,916
Clients14,167
DateJun 2014
Total AUM$4.3B
Discretionary$10.6M
Non-Disc.$4.3B
Employees1,916
Clients14,167
DateMar 2014
Total AUM$4.3B
Discretionary$10.6M
Non-Disc.$4.3B
Employees1,916
Clients14,167
DateFeb 2014
Total AUM$4.2B
Discretionary$0
Non-Disc.$4.2B
Employees1,865
Clients14,500
DateNov 2013
Total AUM$3.2B
Discretionary$0
Non-Disc.$3.2B
Employees1,865
Clients14,500
DateApr 2013
Total AUM$3.2B
Discretionary$0
Non-Disc.$3.2B
Employees1,865
Clients14,500
DateApr 2013
Total AUM$3.2B
Discretionary$0
Non-Disc.$3.2B
Employees1,865
Clients14,500
DateDec 2012
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees1,728
Clients9,500
DateOct 2012
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees--
Clients9,500
DateJul 2012
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees--
Clients9,500
DateJul 2012
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees--
Clients9,500
DateJun 2012
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees--
Clients9,500
DateJun 2012
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees--
Clients9,500
DateMar 2012
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees--
Clients9,500
DateFeb 2012
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees--
Clients9,500
DateJan 2012
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees--
Clients4,000
DateJan 2012
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees--
Clients4,000
DateDec 2011
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees--
Clients4,000
DateAug 2011
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees--
Clients--
DateAug 2011
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees--
Clients--
DateJul 2011
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees--
Clients--
DateMay 2011
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees--
Clients--
DateMar 2011
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees--
Clients--
DateJan 2011
Total AUM$485.5M
Discretionary$0
Non-Disc.$485.5M
Employees--
Clients--
DateDec 2010
Total AUM$485.5M
Discretionary$0
Non-Disc.$485.5M
Employees--
Clients--
DateOct 2010
Total AUM$485.5M
Discretionary$0
Non-Disc.$485.5M
Employees--
Clients--
DateSep 2010
Total AUM$485.5M
Discretionary$0
Non-Disc.$485.5M
Employees--
Clients--
DateAug 2010
Total AUM$485.5M
Discretionary$0
Non-Disc.$485.5M
Employees--
Clients--
DateJul 2010
Total AUM$485.5M
Discretionary$0
Non-Disc.$485.5M
Employees--
Clients--
DateMay 2010
Total AUM$485.5M
Discretionary$0
Non-Disc.$485.5M
Employees--
Clients--
DateMay 2010
Total AUM$485.5M
Discretionary$0
Non-Disc.$485.5M
Employees--
Clients--
DateMar 2010
Total AUM$485.5M
Discretionary$0
Non-Disc.$485.5M
Employees--
Clients--
DateJul 2009
Total AUM$219.2M
Discretionary$0
Non-Disc.$219.2M
Employees--
Clients--
DateMay 2009
Total AUM$219.2M
Discretionary$0
Non-Disc.$219.2M
Employees--
Clients--
DateMar 2009
Total AUM$240.6M
Discretionary$0
Non-Disc.$240.6M
Employees--
Clients--
DateFeb 2009
Total AUM$240.6M
Discretionary$0
Non-Disc.$240.6M
Employees--
Clients--
DateMar 2008
Total AUM$240.6M
Discretionary$0
Non-Disc.$240.6M
Employees--
Clients--
DateMar 2008
Total AUM$86.9M
Discretionary$0
Non-Disc.$86.9M
Employees--
Clients--
DateDec 2007
Total AUM$86.9M
Discretionary$0
Non-Disc.$86.9M
Employees--
Clients--
DateOct 2007
Total AUM$86.9M
Discretionary$0
Non-Disc.$86.9M
Employees--
Clients--
DateSep 2007
Total AUM$86.9M
Discretionary$0
Non-Disc.$86.9M
Employees--
Clients--
DateAug 2007
Total AUM$86.9M
Discretionary$0
Non-Disc.$86.9M
Employees--
Clients--