GREGORY ZENT AND SWANSON. INC.
Legal name: GREGORY ZENT & SWANSON, INC.
CRD #22590 SEC #801-32530 FORT WAYNE, IN 260-432-3763
SEC Registered Broker-Dealer
Total AUM
$12.5M
Discretionary
$12.5M
Employees
10
Clients
0
Accounts
50
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2011 | $12.5M | $12.5M | $0 | 10 | -- |
| Mar 2011 | $12.5M | $12.5M | $0 | 10 | -- |
| Mar 2009 | $37.8M | $6.7M | $31.1M | 10 | -- |
| Mar 2008 | $58.6M | $27.5M | $31.1M | 10 | -- |
| Jan 2008 | $66.2M | $28.5M | $37.7M | 10 | -- |
| Mar 2007 | $66.2M | $28.5M | $37.7M | 10 | -- |
| Mar 2006 | $64M | $40.7M | $23.3M | -- | -- |
| Feb 2005 | $62.8M | $34.1M | $28.7M | -- | -- |
DateMay 2011
Total AUM$12.5M
Discretionary$12.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$12.5M
Discretionary$12.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$37.8M
Discretionary$6.7M
Non-Disc.$31.1M
Employees10
Clients--
DateMar 2008
Total AUM$58.6M
Discretionary$27.5M
Non-Disc.$31.1M
Employees10
Clients--
DateJan 2008
Total AUM$66.2M
Discretionary$28.5M
Non-Disc.$37.7M
Employees10
Clients--
DateMar 2007
Total AUM$66.2M
Discretionary$28.5M
Non-Disc.$37.7M
Employees10
Clients--
DateMar 2006
Total AUM$64M
Discretionary$40.7M
Non-Disc.$23.3M
Employees--
Clients--
DateFeb 2005
Total AUM$62.8M
Discretionary$34.1M
Non-Disc.$28.7M
Employees--
Clients--