TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Legal name: ADVICE AND PLANNING SERVICES
CRD #20472 SEC #801-63550 NEW YORK, NY 212-490-9000
SEC Registered Broker-Dealer Disclosures
Total AUM
$34.3B
Discretionary
$34.3B
Employees
1,319
Clients
--
Accounts
72,807
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $34.3B | $34.3B | $0 | 1,319 | 33,448 |
| Dec 2025 | $34.3B | $34.3B | $0 | 1,319 | 33,448 |
| Nov 2025 | $34.3B | $34.3B | $0 | 1,319 | 33,448 |
| Oct 2025 | $34.3B | $34.3B | $0 | 1,319 | 33,448 |
| Aug 2025 | $34.3B | $34.3B | $0 | 1,319 | 33,448 |
| Jul 2025 | $34.3B | $34.3B | $0 | 1,319 | 33,448 |
| Jun 2025 | $34.3B | $34.3B | $0 | 1,319 | 33,448 |
| Mar 2025 | $34.3B | $34.3B | $0 | 1,319 | 33,448 |
| Oct 2024 | $32.7B | $32.7B | $0 | 1,519 | 31,192 |
| Aug 2024 | $32.7B | $32.7B | $0 | 1,519 | 31,192 |
| Jul 2024 | $32.7B | $32.7B | $0 | 1,519 | 31,192 |
| Jun 2024 | $32.7B | $32.7B | $0 | 1,519 | 31,192 |
| Mar 2024 | $32.7B | $32.7B | $0 | 1,519 | 31,192 |
| Feb 2024 | $30.9B | $30.9B | $0 | 1,235 | 30,070 |
| Dec 2023 | $30.9B | $30.9B | $0 | 1,235 | 30,070 |
| Oct 2023 | $30.9B | $30.9B | $0 | 1,235 | 30,070 |
| Jul 2023 | $30.9B | $30.9B | $0 | 1,235 | 30,070 |
| Jul 2023 | $30.9B | $30.9B | $0 | 1,235 | 30,070 |
| Jun 2023 | $30.9B | $30.9B | $0 | 1,235 | 30,070 |
| Jun 2023 | $30.9B | $30.9B | $0 | 1,235 | 30,070 |
| May 2023 | $30.9B | $30.9B | $0 | 1,235 | 30,070 |
| Apr 2023 | $30.9B | $30.9B | $0 | 1,235 | 30,070 |
| Mar 2023 | $30.9B | $30.9B | $0 | 1,235 | 30,070 |
| Dec 2022 | $39.3B | $39.3B | $0 | 1,221 | 29,286 |
| Aug 2022 | $39.3B | $39.3B | $0 | 1,221 | 29,286 |
| Mar 2022 | $39.3B | $39.3B | $0 | 1,221 | 29,286 |
| Feb 2022 | $36.4B | $36.4B | $0 | 1,262 | 27,511 |
| Nov 2021 | $36.4B | $36.4B | $0 | 1,262 | 27,511 |
| Sep 2021 | $36.4B | $36.4B | $0 | 1,262 | 27,511 |
| Aug 2021 | $36.4B | $36.4B | $0 | 1,262 | 27,511 |
| Jul 2021 | $36.4B | $36.4B | $0 | 1,262 | 27,511 |
| Jul 2021 | $36.4B | $36.4B | $0 | 1,262 | 27,511 |
| Jun 2021 | $36.4B | $36.4B | $0 | 1,262 | 27,511 |
| May 2021 | $36.4B | $36.4B | $0 | 1,262 | 27,511 |
| Mar 2021 | $36.4B | $36.4B | $0 | 1,262 | 27,511 |
| Feb 2021 | $30.5B | $30.5B | $0 | 1,913 | 151,446 |
| Jan 2021 | $30.5B | $30.5B | $0 | 1,913 | 151,446 |
| Dec 2020 | $30.5B | $30.5B | $0 | 1,913 | 151,446 |
| Dec 2020 | $30.5B | $30.5B | $0 | 1,913 | 151,446 |
| Nov 2020 | $30.5B | $30.5B | $0 | 1,913 | 151,446 |
| Oct 2020 | $30.5B | $30.5B | $0 | 1,913 | 151,446 |
| Jun 2020 | $30.5B | $30.5B | $0 | 1,913 | 151,446 |
| May 2020 | $30.5B | $30.5B | $0 | 1,913 | 151,446 |
| Apr 2020 | $30.5B | $30.5B | $0 | 1,913 | 151,446 |
| Mar 2020 | $30.5B | $30.5B | $0 | 1,913 | 151,446 |
| Mar 2020 | $25.2B | $25.2B | $0 | 1,988 | 0 |
| Feb 2020 | $25.2B | $25.2B | $0 | 1,988 | 0 |
| Jan 2020 | $25.2B | $25.2B | $0 | 1,988 | 0 |
| Jan 2020 | $25.2B | $25.2B | $0 | 1,988 | 0 |
| Oct 2019 | $25.2B | $25.2B | $0 | 1,988 | 0 |
| Sep 2019 | $25.2B | $25.2B | $0 | 1,988 | 0 |
| Jun 2019 | $25.2B | $25.2B | $0 | 1,988 | 0 |
| Jun 2019 | $25.2B | $25.2B | $0 | 1,988 | 0 |
| Apr 2019 | $25.2B | $25.2B | $0 | 1,988 | 0 |
| Mar 2019 | $25.2B | $25.2B | $0 | 1,988 | 0 |
| Mar 2019 | $25.8B | $25.8B | $0 | 1,991 | 0 |
| Mar 2019 | $25.8B | $25.8B | $0 | 1,991 | 0 |
| Feb 2019 | $25.8B | $25.8B | $0 | 1,991 | 0 |
| Nov 2018 | $25.8B | $25.8B | $0 | 1,991 | 0 |
| Aug 2018 | $25.8B | $25.8B | $0 | 1,991 | 0 |
| Jun 2018 | $25.8B | $25.8B | $0 | 1,991 | 0 |
| Apr 2018 | $25.8B | $25.8B | $0 | 1,991 | 0 |
| Apr 2018 | $25.8B | $25.8B | $0 | 1,991 | 0 |
| Mar 2018 | $25.8B | $25.8B | $0 | 1,991 | 0 |
| Jan 2018 | $21.7B | $21.7B | $0 | 1,966 | 0 |
| Dec 2017 | $21.7B | $21.7B | $0 | 1,966 | 0 |
| Sep 2017 | $21.7B | $21.7B | $0 | 1,966 | 74,400 |
| Jul 2017 | $21.7B | $21.7B | $0 | 1,966 | 74,400 |
| Jun 2017 | $21.7B | $21.7B | $0 | 1,966 | 74,400 |
| Apr 2017 | $21.7B | $21.7B | $0 | 1,966 | 74,400 |
| Apr 2017 | $21.7B | $21.7B | $0 | 1,966 | 74,400 |
| Feb 2017 | $19.7B | $19.7B | $0 | 1,675 | 45,960 |
| Jan 2017 | $19.7B | $19.7B | $0 | 1,675 | 45,960 |
| Dec 2016 | $19.7B | $19.7B | $0 | 1,675 | 45,960 |
| Dec 2016 | $19.7B | $19.7B | $0 | 1,675 | 45,960 |
| Oct 2016 | $16.8B | $16.8B | $0 | 1,675 | 45,960 |
| Oct 2016 | $16.8B | $16.8B | $0 | 1,675 | 45,960 |
| Sep 2016 | $16.8B | $16.8B | $0 | 1,675 | 45,960 |
| Sep 2016 | $16.8B | $16.8B | $0 | 1,675 | 45,960 |
| Jun 2016 | $16.8B | $16.8B | $0 | 1,675 | 45,960 |
| Jun 2016 | $16.8B | $16.8B | $0 | 1,675 | 45,960 |
| May 2016 | $16.8B | $16.8B | $0 | 1,675 | 45,960 |
| Apr 2016 | $16.8B | $16.8B | $0 | 1,675 | 45,960 |
| Mar 2016 | $16.8B | $16.8B | $0 | 1,675 | 45,960 |
| Oct 2015 | $14.7B | $14.7B | $0 | 1,224 | 57,912 |
| Oct 2015 | $14.7B | $14.7B | $0 | 1,224 | 57,912 |
| Oct 2015 | $14.7B | $14.7B | $0 | 1,224 | 57,912 |
| Jul 2015 | $14.7B | $14.7B | $0 | 1,224 | 57,912 |
| Jun 2015 | $14.7B | $14.7B | $0 | 1,224 | 57,912 |
| Apr 2015 | $14.7B | $14.7B | $0 | 1,224 | 57,912 |
| Mar 2015 | $14.7B | $14.7B | $0 | 1,224 | 57,912 |
| Jan 2015 | $11B | $11B | $0 | 810 | 66,501 |
| Dec 2014 | $11B | $11B | $0 | 810 | 66,501 |
| Oct 2014 | $11B | $11B | $0 | 810 | 66,501 |
| Oct 2014 | $11B | $11B | $0 | 810 | 66,501 |
| Oct 2014 | $11B | $11B | $0 | 810 | 66,501 |
| Apr 2014 | $11B | $11B | $0 | 810 | 66,501 |
| Apr 2014 | $11B | $11B | $0 | 810 | 66,501 |
| Apr 2013 | $7.3B | $7.3B | $0 | 780 | 42,816 |
| Aug 2012 | $4.6B | $4.6B | $0 | 501 | 95,745 |
| Aug 2012 | $4.6B | $4.6B | $0 | 501 | 95,745 |
| May 2012 | $4.6B | $4.6B | $0 | 501 | 95,745 |
| Apr 2012 | $4.6B | $4.6B | $0 | 501 | 95,745 |
| Mar 2012 | $4.6B | $4.6B | $0 | 501 | 95,745 |
| Mar 2011 | $2.4B | $2.4B | $18.2M | 501 | -- |
| Aug 2010 | $707M | $678.8M | $28.1M | 501 | -- |
| Jul 2010 | $707M | $678.8M | $28.1M | 501 | -- |
| Jun 2010 | $707M | $678.8M | $28.1M | 501 | -- |
| Mar 2009 | $131.5M | $105.2M | $26.3M | 501 | -- |
| Jan 2008 | $4.6M | $0 | $4.6M | 251 | -- |
| Mar 2007 | $4.6M | $0 | $4.6M | 251 | -- |
| Nov 2006 | $0 | $0 | $0 | 501 | -- |
| Mar 2006 | $0 | $0 | $0 | 501 | -- |
| Jan 2006 | $0 | $0 | $0 | -- | -- |
| Nov 2005 | $0 | $0 | $0 | -- | -- |
| May 2005 | $0 | $0 | $0 | -- | -- |
DateDec 2025
Total AUM$34.3B
Discretionary$34.3B
Non-Disc.$0
Employees1,319
Clients33,448
DateDec 2025
Total AUM$34.3B
Discretionary$34.3B
Non-Disc.$0
Employees1,319
Clients33,448
DateNov 2025
Total AUM$34.3B
Discretionary$34.3B
Non-Disc.$0
Employees1,319
Clients33,448
DateOct 2025
Total AUM$34.3B
Discretionary$34.3B
Non-Disc.$0
Employees1,319
Clients33,448
DateAug 2025
Total AUM$34.3B
Discretionary$34.3B
Non-Disc.$0
Employees1,319
Clients33,448
DateJul 2025
Total AUM$34.3B
Discretionary$34.3B
Non-Disc.$0
Employees1,319
Clients33,448
DateJun 2025
Total AUM$34.3B
Discretionary$34.3B
Non-Disc.$0
Employees1,319
Clients33,448
DateMar 2025
Total AUM$34.3B
Discretionary$34.3B
Non-Disc.$0
Employees1,319
Clients33,448
DateOct 2024
Total AUM$32.7B
Discretionary$32.7B
Non-Disc.$0
Employees1,519
Clients31,192
DateAug 2024
Total AUM$32.7B
Discretionary$32.7B
Non-Disc.$0
Employees1,519
Clients31,192
DateJul 2024
Total AUM$32.7B
Discretionary$32.7B
Non-Disc.$0
Employees1,519
Clients31,192
DateJun 2024
Total AUM$32.7B
Discretionary$32.7B
Non-Disc.$0
Employees1,519
Clients31,192
DateMar 2024
Total AUM$32.7B
Discretionary$32.7B
Non-Disc.$0
Employees1,519
Clients31,192
DateFeb 2024
Total AUM$30.9B
Discretionary$30.9B
Non-Disc.$0
Employees1,235
Clients30,070
DateDec 2023
Total AUM$30.9B
Discretionary$30.9B
Non-Disc.$0
Employees1,235
Clients30,070
DateOct 2023
Total AUM$30.9B
Discretionary$30.9B
Non-Disc.$0
Employees1,235
Clients30,070
DateJul 2023
Total AUM$30.9B
Discretionary$30.9B
Non-Disc.$0
Employees1,235
Clients30,070
DateJul 2023
Total AUM$30.9B
Discretionary$30.9B
Non-Disc.$0
Employees1,235
Clients30,070
DateJun 2023
Total AUM$30.9B
Discretionary$30.9B
Non-Disc.$0
Employees1,235
Clients30,070
DateJun 2023
Total AUM$30.9B
Discretionary$30.9B
Non-Disc.$0
Employees1,235
Clients30,070
DateMay 2023
Total AUM$30.9B
Discretionary$30.9B
Non-Disc.$0
Employees1,235
Clients30,070
DateApr 2023
Total AUM$30.9B
Discretionary$30.9B
Non-Disc.$0
Employees1,235
Clients30,070
DateMar 2023
Total AUM$30.9B
Discretionary$30.9B
Non-Disc.$0
Employees1,235
Clients30,070
DateDec 2022
Total AUM$39.3B
Discretionary$39.3B
Non-Disc.$0
Employees1,221
Clients29,286
DateAug 2022
Total AUM$39.3B
Discretionary$39.3B
Non-Disc.$0
Employees1,221
Clients29,286
DateMar 2022
Total AUM$39.3B
Discretionary$39.3B
Non-Disc.$0
Employees1,221
Clients29,286
DateFeb 2022
Total AUM$36.4B
Discretionary$36.4B
Non-Disc.$0
Employees1,262
Clients27,511
DateNov 2021
Total AUM$36.4B
Discretionary$36.4B
Non-Disc.$0
Employees1,262
Clients27,511
DateSep 2021
Total AUM$36.4B
Discretionary$36.4B
Non-Disc.$0
Employees1,262
Clients27,511
DateAug 2021
Total AUM$36.4B
Discretionary$36.4B
Non-Disc.$0
Employees1,262
Clients27,511
DateJul 2021
Total AUM$36.4B
Discretionary$36.4B
Non-Disc.$0
Employees1,262
Clients27,511
DateJul 2021
Total AUM$36.4B
Discretionary$36.4B
Non-Disc.$0
Employees1,262
Clients27,511
DateJun 2021
Total AUM$36.4B
Discretionary$36.4B
Non-Disc.$0
Employees1,262
Clients27,511
DateMay 2021
Total AUM$36.4B
Discretionary$36.4B
Non-Disc.$0
Employees1,262
Clients27,511
DateMar 2021
Total AUM$36.4B
Discretionary$36.4B
Non-Disc.$0
Employees1,262
Clients27,511
DateFeb 2021
Total AUM$30.5B
Discretionary$30.5B
Non-Disc.$0
Employees1,913
Clients151,446
DateJan 2021
Total AUM$30.5B
Discretionary$30.5B
Non-Disc.$0
Employees1,913
Clients151,446
DateDec 2020
Total AUM$30.5B
Discretionary$30.5B
Non-Disc.$0
Employees1,913
Clients151,446
DateDec 2020
Total AUM$30.5B
Discretionary$30.5B
Non-Disc.$0
Employees1,913
Clients151,446
DateNov 2020
Total AUM$30.5B
Discretionary$30.5B
Non-Disc.$0
Employees1,913
Clients151,446
DateOct 2020
Total AUM$30.5B
Discretionary$30.5B
Non-Disc.$0
Employees1,913
Clients151,446
DateJun 2020
Total AUM$30.5B
Discretionary$30.5B
Non-Disc.$0
Employees1,913
Clients151,446
DateMay 2020
Total AUM$30.5B
Discretionary$30.5B
Non-Disc.$0
Employees1,913
Clients151,446
DateApr 2020
Total AUM$30.5B
Discretionary$30.5B
Non-Disc.$0
Employees1,913
Clients151,446
DateMar 2020
Total AUM$30.5B
Discretionary$30.5B
Non-Disc.$0
Employees1,913
Clients151,446
DateMar 2020
Total AUM$25.2B
Discretionary$25.2B
Non-Disc.$0
Employees1,988
Clients0
DateFeb 2020
Total AUM$25.2B
Discretionary$25.2B
Non-Disc.$0
Employees1,988
Clients0
DateJan 2020
Total AUM$25.2B
Discretionary$25.2B
Non-Disc.$0
Employees1,988
Clients0
DateJan 2020
Total AUM$25.2B
Discretionary$25.2B
Non-Disc.$0
Employees1,988
Clients0
DateOct 2019
Total AUM$25.2B
Discretionary$25.2B
Non-Disc.$0
Employees1,988
Clients0
DateSep 2019
Total AUM$25.2B
Discretionary$25.2B
Non-Disc.$0
Employees1,988
Clients0
DateJun 2019
Total AUM$25.2B
Discretionary$25.2B
Non-Disc.$0
Employees1,988
Clients0
DateJun 2019
Total AUM$25.2B
Discretionary$25.2B
Non-Disc.$0
Employees1,988
Clients0
DateApr 2019
Total AUM$25.2B
Discretionary$25.2B
Non-Disc.$0
Employees1,988
Clients0
DateMar 2019
Total AUM$25.2B
Discretionary$25.2B
Non-Disc.$0
Employees1,988
Clients0
DateMar 2019
Total AUM$25.8B
Discretionary$25.8B
Non-Disc.$0
Employees1,991
Clients0
DateMar 2019
Total AUM$25.8B
Discretionary$25.8B
Non-Disc.$0
Employees1,991
Clients0
DateFeb 2019
Total AUM$25.8B
Discretionary$25.8B
Non-Disc.$0
Employees1,991
Clients0
DateNov 2018
Total AUM$25.8B
Discretionary$25.8B
Non-Disc.$0
Employees1,991
Clients0
DateAug 2018
Total AUM$25.8B
Discretionary$25.8B
Non-Disc.$0
Employees1,991
Clients0
DateJun 2018
Total AUM$25.8B
Discretionary$25.8B
Non-Disc.$0
Employees1,991
Clients0
DateApr 2018
Total AUM$25.8B
Discretionary$25.8B
Non-Disc.$0
Employees1,991
Clients0
DateApr 2018
Total AUM$25.8B
Discretionary$25.8B
Non-Disc.$0
Employees1,991
Clients0
DateMar 2018
Total AUM$25.8B
Discretionary$25.8B
Non-Disc.$0
Employees1,991
Clients0
DateJan 2018
Total AUM$21.7B
Discretionary$21.7B
Non-Disc.$0
Employees1,966
Clients0
DateDec 2017
Total AUM$21.7B
Discretionary$21.7B
Non-Disc.$0
Employees1,966
Clients0
DateSep 2017
Total AUM$21.7B
Discretionary$21.7B
Non-Disc.$0
Employees1,966
Clients74,400
DateJul 2017
Total AUM$21.7B
Discretionary$21.7B
Non-Disc.$0
Employees1,966
Clients74,400
DateJun 2017
Total AUM$21.7B
Discretionary$21.7B
Non-Disc.$0
Employees1,966
Clients74,400
DateApr 2017
Total AUM$21.7B
Discretionary$21.7B
Non-Disc.$0
Employees1,966
Clients74,400
DateApr 2017
Total AUM$21.7B
Discretionary$21.7B
Non-Disc.$0
Employees1,966
Clients74,400
DateFeb 2017
Total AUM$19.7B
Discretionary$19.7B
Non-Disc.$0
Employees1,675
Clients45,960
DateJan 2017
Total AUM$19.7B
Discretionary$19.7B
Non-Disc.$0
Employees1,675
Clients45,960
DateDec 2016
Total AUM$19.7B
Discretionary$19.7B
Non-Disc.$0
Employees1,675
Clients45,960
DateDec 2016
Total AUM$19.7B
Discretionary$19.7B
Non-Disc.$0
Employees1,675
Clients45,960
DateOct 2016
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$0
Employees1,675
Clients45,960
DateOct 2016
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$0
Employees1,675
Clients45,960
DateSep 2016
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$0
Employees1,675
Clients45,960
DateSep 2016
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$0
Employees1,675
Clients45,960
DateJun 2016
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$0
Employees1,675
Clients45,960
DateJun 2016
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$0
Employees1,675
Clients45,960
DateMay 2016
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$0
Employees1,675
Clients45,960
DateApr 2016
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$0
Employees1,675
Clients45,960
DateMar 2016
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$0
Employees1,675
Clients45,960
DateOct 2015
Total AUM$14.7B
Discretionary$14.7B
Non-Disc.$0
Employees1,224
Clients57,912
DateOct 2015
Total AUM$14.7B
Discretionary$14.7B
Non-Disc.$0
Employees1,224
Clients57,912
DateOct 2015
Total AUM$14.7B
Discretionary$14.7B
Non-Disc.$0
Employees1,224
Clients57,912
DateJul 2015
Total AUM$14.7B
Discretionary$14.7B
Non-Disc.$0
Employees1,224
Clients57,912
DateJun 2015
Total AUM$14.7B
Discretionary$14.7B
Non-Disc.$0
Employees1,224
Clients57,912
DateApr 2015
Total AUM$14.7B
Discretionary$14.7B
Non-Disc.$0
Employees1,224
Clients57,912
DateMar 2015
Total AUM$14.7B
Discretionary$14.7B
Non-Disc.$0
Employees1,224
Clients57,912
DateJan 2015
Total AUM$11B
Discretionary$11B
Non-Disc.$0
Employees810
Clients66,501
DateDec 2014
Total AUM$11B
Discretionary$11B
Non-Disc.$0
Employees810
Clients66,501
DateOct 2014
Total AUM$11B
Discretionary$11B
Non-Disc.$0
Employees810
Clients66,501
DateOct 2014
Total AUM$11B
Discretionary$11B
Non-Disc.$0
Employees810
Clients66,501
DateOct 2014
Total AUM$11B
Discretionary$11B
Non-Disc.$0
Employees810
Clients66,501
DateApr 2014
Total AUM$11B
Discretionary$11B
Non-Disc.$0
Employees810
Clients66,501
DateApr 2014
Total AUM$11B
Discretionary$11B
Non-Disc.$0
Employees810
Clients66,501
DateApr 2013
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$0
Employees780
Clients42,816
DateAug 2012
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees501
Clients95,745
DateAug 2012
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees501
Clients95,745
DateMay 2012
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees501
Clients95,745
DateApr 2012
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees501
Clients95,745
DateMar 2012
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees501
Clients95,745
DateMar 2011
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$18.2M
Employees501
Clients--
DateAug 2010
Total AUM$707M
Discretionary$678.8M
Non-Disc.$28.1M
Employees501
Clients--
DateJul 2010
Total AUM$707M
Discretionary$678.8M
Non-Disc.$28.1M
Employees501
Clients--
DateJun 2010
Total AUM$707M
Discretionary$678.8M
Non-Disc.$28.1M
Employees501
Clients--
DateMar 2009
Total AUM$131.5M
Discretionary$105.2M
Non-Disc.$26.3M
Employees501
Clients--
DateJan 2008
Total AUM$4.6M
Discretionary$0
Non-Disc.$4.6M
Employees251
Clients--
DateMar 2007
Total AUM$4.6M
Discretionary$0
Non-Disc.$4.6M
Employees251
Clients--
DateNov 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees501
Clients--
DateMar 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees501
Clients--
DateJan 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateNov 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--