GLADSTONE INSTITUTIONAL ADVISORY LLC
Legal name: GLADSTONE WEALTH PARTNERS
CRD #250787 SEC #801-101532 PALM BEACH GARDENS, FL (908)-719-1313
SEC Registered Disclosures
Total AUM
$4.9B
Discretionary
$4.9B
Employees
163
Clients
101
Accounts
17,810
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $4.9B | $4.9B | $14.5M | 163 | 229 |
| Oct 2025 | $4.9B | $4.9B | $14.5M | 163 | 229 |
| Sep 2025 | $4.9B | $4.9B | $14.5M | 163 | 229 |
| Aug 2025 | $4.9B | $4.9B | $14.5M | 163 | 229 |
| Jun 2025 | $4.9B | $4.9B | $14.5M | 163 | 229 |
| Mar 2025 | $4.9B | $4.9B | $14.5M | 163 | 229 |
| Dec 2024 | $4B | $4B | $14M | 104 | 238 |
| Nov 2024 | $4B | $4B | $14M | 104 | 238 |
| Oct 2024 | $4B | $4B | $14M | 104 | 238 |
| Sep 2024 | $4B | $4B | $14M | 104 | 238 |
| Sep 2024 | $4B | $4B | $14M | 104 | 238 |
| Sep 2024 | $4B | $4B | $14M | 104 | 238 |
| Jul 2024 | $4B | $4B | $14M | 104 | 238 |
| Jul 2024 | $4B | $4B | $14M | 104 | 238 |
| Jun 2024 | $4B | $4B | $14M | 104 | 238 |
| Jun 2024 | $4B | $4B | $14M | 104 | 238 |
| Mar 2024 | $4B | $4B | $14M | 104 | 238 |
| Jan 2024 | $3.5B | $3.5B | $14M | 101 | 235 |
| Nov 2023 | $3.5B | $3.5B | $14M | 101 | 235 |
| Sep 2023 | $3.5B | $3.5B | $14M | 101 | 235 |
| Aug 2023 | $3.5B | $3.5B | $14M | 101 | 235 |
| Aug 2023 | $3.5B | $3.5B | $14M | 101 | 235 |
| Jul 2023 | $3.5B | $3.5B | $14M | 101 | 235 |
| Jun 2023 | $3.5B | $3.5B | $14M | 100 | 235 |
| May 2023 | $3.5B | $3.5B | $14M | 100 | 235 |
| May 2023 | $3.5B | $3.5B | $14M | 102 | 235 |
| May 2023 | $3.5B | $3.5B | $14M | 102 | 235 |
| Apr 2023 | $3.5B | $3.5B | $14M | 101 | 235 |
| Apr 2023 | $3.5B | $3.5B | $14M | 102 | 235 |
| Apr 2023 | $3.5B | $3.5B | $14M | 109 | 235 |
| Mar 2023 | $3.5B | $3.5B | $14M | 110 | 235 |
| Feb 2023 | $4B | $4B | $16.8M | 107 | 33 |
| Feb 2023 | $4B | $4B | $16.8M | 107 | 33 |
| Jan 2023 | $4B | $4B | $16.8M | 107 | 33 |
| Jan 2023 | $4B | $4B | $16.8M | 107 | 33 |
| Dec 2022 | $4B | $4B | $16.8M | 107 | 33 |
| Dec 2022 | $4B | $4B | $16.8M | 107 | 33 |
| Nov 2022 | $4B | $4B | $16.8M | 107 | 33 |
| Oct 2022 | $4B | $4B | $16.8M | 107 | 33 |
| Sep 2022 | $4B | $4B | $16.8M | 107 | 33 |
| Aug 2022 | $4B | $4B | $16.8M | 107 | 33 |
| Aug 2022 | $4B | $4B | $16.8M | 107 | 33 |
| Jun 2022 | $4B | $4B | $16.8M | 107 | 33 |
| May 2022 | $4B | $4B | $16.8M | 107 | 33 |
| Apr 2022 | $4B | $4B | $16.8M | 107 | 33 |
| Apr 2022 | $3.3B | $3.3B | $17.1M | 107 | 33 |
| Mar 2022 | $3.3B | $3.3B | $17.1M | 107 | 33 |
| Jan 2022 | $1.5B | $1.5B | $0 | 65 | 10 |
| Jan 2022 | $1.5B | $1.5B | $0 | 65 | 10 |
| Jan 2022 | $1.5B | $1.5B | $0 | 65 | 10 |
| Jan 2022 | $1.5B | $1.5B | $0 | 65 | 10 |
| Dec 2021 | $1.5B | $1.5B | $0 | 65 | 10 |
| Oct 2021 | $1.5B | $1.5B | $0 | 65 | 10 |
| Sep 2021 | $1.5B | $1.5B | $0 | 65 | 10 |
| Sep 2021 | $1.5B | $1.5B | $0 | 65 | 10 |
| Aug 2021 | $1.5B | $1.5B | $0 | 65 | 10 |
| Jul 2021 | $1.5B | $1.5B | $0 | 65 | 10 |
| Jul 2021 | $1.5B | $1.5B | $0 | 65 | 10 |
| Jul 2021 | $1.5B | $1.5B | $0 | 65 | 10 |
| Jul 2021 | $1.5B | $1.5B | $0 | 65 | 10 |
| Jul 2021 | $1.5B | $1.5B | $0 | 65 | 10 |
| Jun 2021 | $1.5B | $1.5B | $0 | 65 | 10 |
| Apr 2021 | $1.5B | $1.5B | $0 | 65 | 10 |
| Apr 2021 | $1.5B | $1.5B | $0 | 65 | 10 |
| Mar 2021 | $1.5B | $1.5B | $0 | 65 | 10 |
| Jan 2021 | $1.1B | $1.1B | $0 | 54 | 10 |
| Dec 2020 | $1.1B | $1.1B | $0 | 54 | 10 |
| Dec 2020 | $1.1B | $1.1B | $0 | 55 | 10 |
| Nov 2020 | $1.1B | $1.1B | $0 | 55 | 10 |
| Nov 2020 | $1.1B | $1.1B | $0 | 55 | 10 |
| Oct 2020 | $1.1B | $1.1B | $0 | 55 | 10 |
| Oct 2020 | $1.1B | $1.1B | $0 | 55 | 10 |
| Oct 2020 | $1.1B | $1.1B | $0 | 54 | 10 |
| Sep 2020 | $1.1B | $1.1B | $0 | 53 | 10 |
| Sep 2020 | $1.1B | $1.1B | $0 | 54 | 10 |
| Aug 2020 | $1.1B | $1.1B | $0 | 54 | 10 |
| Aug 2020 | $1.1B | $1.1B | $0 | 54 | 10 |
| Aug 2020 | $1.1B | $1.1B | $0 | 54 | 10 |
| Aug 2020 | $1.1B | $1.1B | $0 | 54 | 10 |
| Jul 2020 | $1.1B | $1.1B | $0 | 54 | 10 |
| Jul 2020 | $1.1B | $1.1B | $0 | 54 | 10 |
| Jun 2020 | $1.1B | $1.1B | $0 | 52 | 10 |
| Jun 2020 | $1.1B | $1.1B | $0 | 49 | 10 |
| May 2020 | $1.1B | $1.1B | $0 | 49 | 10 |
| May 2020 | $1.1B | $1.1B | $0 | 49 | 10 |
| Apr 2020 | $1.1B | $1.1B | $0 | 49 | 10 |
| Apr 2020 | $1.1B | $1.1B | $0 | 49 | 10 |
| Apr 2020 | $1.1B | $1.1B | $0 | 49 | 10 |
| Apr 2020 | $1.1B | $1.1B | $0 | 49 | 10 |
| Mar 2020 | $1.1B | $1.1B | $0 | 49 | 10 |
| Mar 2020 | $1.1B | $1.1B | $0 | 49 | 10 |
| Mar 2020 | $1.1B | $1.1B | $0 | 49 | 10 |
| Mar 2020 | $613.7M | $613.7M | $0 | 49 | 10 |
| Mar 2020 | $613.7M | $613.7M | $0 | 49 | 10 |
| Feb 2020 | $613.7M | $613.7M | $0 | 42 | 16 |
| Feb 2020 | $613.7M | $613.7M | $0 | 42 | 16 |
| Jan 2020 | $613.7M | $613.7M | $0 | 42 | 16 |
| Jan 2020 | $613.7M | $613.7M | $0 | 41 | 16 |
| Jan 2020 | $613.7M | $613.7M | $0 | 40 | 16 |
| Jan 2020 | $613.7M | $613.7M | $0 | 40 | 16 |
| Dec 2019 | $613.7M | $613.7M | $0 | 40 | 16 |
| Dec 2019 | $613.7M | $613.7M | $0 | 40 | 16 |
| Nov 2019 | $613.7M | $613.7M | $0 | 40 | 16 |
| Nov 2019 | $613.7M | $613.7M | $0 | 40 | 16 |
| Oct 2019 | $613.7M | $613.7M | $0 | 46 | 16 |
| Sep 2019 | $613.7M | $613.7M | $0 | 46 | 16 |
| Sep 2019 | $613.7M | $613.7M | $0 | 47 | 16 |
| Aug 2019 | $613.7M | $613.7M | $0 | 48 | 16 |
| Aug 2019 | $613.7M | $613.7M | $0 | 48 | 16 |
| Jul 2019 | $613.7M | $613.7M | $0 | 47 | 16 |
| Jun 2019 | $613.7M | $613.7M | $0 | 45 | 16 |
| Jun 2019 | $613.7M | $613.7M | $0 | 46 | 16 |
| Jun 2019 | $613.7M | $613.7M | $0 | 46 | 16 |
| May 2019 | $613.7M | $613.7M | $0 | 46 | 16 |
| May 2019 | $613.7M | $613.7M | $0 | 45 | 16 |
| May 2019 | $613.7M | $613.7M | $0 | 45 | 16 |
| May 2019 | $613.7M | $613.7M | $0 | 44 | 16 |
| May 2019 | $613.7M | $613.7M | $0 | 44 | 16 |
| May 2019 | $613.7M | $613.7M | $0 | 44 | 16 |
| Apr 2019 | $613.7M | $613.7M | $0 | 44 | 16 |
| Apr 2019 | $613.7M | $613.7M | $0 | 44 | 16 |
| Apr 2019 | $613.7M | $613.7M | $0 | 44 | 16 |
| Mar 2019 | $613.7M | $613.7M | $0 | 45 | 16 |
| Mar 2019 | $613.7M | $613.7M | $0 | 45 | 16 |
| Feb 2019 | $567.2M | $567.2M | $0 | 49 | 17 |
| Feb 2019 | $567.2M | $567.2M | $0 | 48 | 17 |
| Jan 2019 | $567.2M | $567.2M | $0 | 48 | 17 |
| Jan 2019 | $567.2M | $567.2M | $0 | 48 | 17 |
| Dec 2018 | $567.2M | $567.2M | $0 | 47 | 17 |
| Nov 2018 | $567.2M | $567.2M | $0 | 49 | 17 |
| Oct 2018 | $567.2M | $567.2M | $0 | 48 | 17 |
| Oct 2018 | $567.2M | $567.2M | $0 | 47 | 17 |
| Sep 2018 | $567.2M | $567.2M | $0 | 47 | 17 |
| Aug 2018 | $567.2M | $567.2M | $0 | 47 | 17 |
| Aug 2018 | $567.2M | $567.2M | $0 | 47 | 17 |
| Aug 2018 | $567.2M | $567.2M | $0 | 47 | 17 |
| Jul 2018 | $567.2M | $567.2M | $0 | 47 | 17 |
| Jun 2018 | $567.2M | $567.2M | $0 | 48 | 17 |
| May 2018 | $567.2M | $567.2M | $0 | 47 | 17 |
| Apr 2018 | $567.2M | $567.2M | $0 | 47 | 17 |
| Apr 2018 | $567.2M | $567.2M | $0 | 46 | 17 |
| Apr 2018 | $567.2M | $567.2M | $0 | 45 | 17 |
| Mar 2018 | $567.2M | $567.2M | $0 | 45 | 17 |
| Dec 2017 | $429.2M | $429.2M | $0 | 36 | 20 |
| Nov 2017 | $429.2M | $429.2M | $0 | 36 | 20 |
| Sep 2017 | $429.2M | $429.2M | $0 | 36 | 700 |
| Jul 2017 | $429.2M | $429.2M | $0 | 37 | 700 |
| Jul 2017 | $287.5M | $287.5M | $0 | 32 | 700 |
| Jul 2017 | $287.5M | $287.5M | $0 | 32 | 700 |
| Jun 2017 | $287.5M | $287.5M | $0 | 32 | 700 |
| May 2017 | $287.5M | $287.5M | $0 | 30 | 700 |
| May 2017 | $287.5M | $287.5M | $0 | 30 | 700 |
| May 2017 | $287.5M | $287.5M | $0 | 30 | 700 |
| May 2017 | $287.5M | $287.5M | $0 | 30 | 700 |
| Apr 2017 | $287.5M | $287.5M | $0 | 30 | 700 |
| Mar 2017 | $287.5M | $287.5M | $0 | 30 | 700 |
| Feb 2017 | $111M | $111M | $0 | 10 | 0 |
| Jan 2017 | $111M | $111M | $0 | 10 | 0 |
| Dec 2016 | $111M | $111M | $0 | 10 | 0 |
| Nov 2016 | $111M | $111M | $0 | 10 | 0 |
| Oct 2016 | $111M | $111M | $0 | 10 | 0 |
| Mar 2016 | $111M | $111M | $0 | 10 | 0 |
| Feb 2016 | $111M | $111M | $0 | 10 | 0 |
| Jan 2016 | $102.5M | $102.5M | $0 | 10 | 0 |
| Jan 2016 | $0 | $0 | $0 | 10 | 0 |
| Jan 2016 | $0 | $0 | $0 | 10 | 0 |
| Dec 2015 | $0 | $0 | $0 | 10 | 0 |
| Dec 2015 | $0 | $0 | $0 | 10 | 0 |
| Aug 2015 | $0 | $0 | $0 | 10 | 0 |
| Aug 2015 | $0 | $0 | $0 | 10 | 0 |
| Jul 2015 | $0 | $0 | $0 | 10 | 0 |
| Jul 2015 | $0 | $0 | $0 | 10 | 0 |
DateDec 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$14.5M
Employees163
Clients229
DateOct 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$14.5M
Employees163
Clients229
DateSep 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$14.5M
Employees163
Clients229
DateAug 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$14.5M
Employees163
Clients229
DateJun 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$14.5M
Employees163
Clients229
DateMar 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$14.5M
Employees163
Clients229
DateDec 2024
Total AUM$4B
Discretionary$4B
Non-Disc.$14M
Employees104
Clients238
DateNov 2024
Total AUM$4B
Discretionary$4B
Non-Disc.$14M
Employees104
Clients238
DateOct 2024
Total AUM$4B
Discretionary$4B
Non-Disc.$14M
Employees104
Clients238
DateSep 2024
Total AUM$4B
Discretionary$4B
Non-Disc.$14M
Employees104
Clients238
DateSep 2024
Total AUM$4B
Discretionary$4B
Non-Disc.$14M
Employees104
Clients238
DateSep 2024
Total AUM$4B
Discretionary$4B
Non-Disc.$14M
Employees104
Clients238
DateJul 2024
Total AUM$4B
Discretionary$4B
Non-Disc.$14M
Employees104
Clients238
DateJul 2024
Total AUM$4B
Discretionary$4B
Non-Disc.$14M
Employees104
Clients238
DateJun 2024
Total AUM$4B
Discretionary$4B
Non-Disc.$14M
Employees104
Clients238
DateJun 2024
Total AUM$4B
Discretionary$4B
Non-Disc.$14M
Employees104
Clients238
DateMar 2024
Total AUM$4B
Discretionary$4B
Non-Disc.$14M
Employees104
Clients238
DateJan 2024
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$14M
Employees101
Clients235
DateNov 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$14M
Employees101
Clients235
DateSep 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$14M
Employees101
Clients235
DateAug 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$14M
Employees101
Clients235
DateAug 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$14M
Employees101
Clients235
DateJul 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$14M
Employees101
Clients235
DateJun 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$14M
Employees100
Clients235
DateMay 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$14M
Employees100
Clients235
DateMay 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$14M
Employees102
Clients235
DateMay 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$14M
Employees102
Clients235
DateApr 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$14M
Employees101
Clients235
DateApr 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$14M
Employees102
Clients235
DateApr 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$14M
Employees109
Clients235
DateMar 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$14M
Employees110
Clients235
DateFeb 2023
Total AUM$4B
Discretionary$4B
Non-Disc.$16.8M
Employees107
Clients33
DateFeb 2023
Total AUM$4B
Discretionary$4B
Non-Disc.$16.8M
Employees107
Clients33
DateJan 2023
Total AUM$4B
Discretionary$4B
Non-Disc.$16.8M
Employees107
Clients33
DateJan 2023
Total AUM$4B
Discretionary$4B
Non-Disc.$16.8M
Employees107
Clients33
DateDec 2022
Total AUM$4B
Discretionary$4B
Non-Disc.$16.8M
Employees107
Clients33
DateDec 2022
Total AUM$4B
Discretionary$4B
Non-Disc.$16.8M
Employees107
Clients33
DateNov 2022
Total AUM$4B
Discretionary$4B
Non-Disc.$16.8M
Employees107
Clients33
DateOct 2022
Total AUM$4B
Discretionary$4B
Non-Disc.$16.8M
Employees107
Clients33
DateSep 2022
Total AUM$4B
Discretionary$4B
Non-Disc.$16.8M
Employees107
Clients33
DateAug 2022
Total AUM$4B
Discretionary$4B
Non-Disc.$16.8M
Employees107
Clients33
DateAug 2022
Total AUM$4B
Discretionary$4B
Non-Disc.$16.8M
Employees107
Clients33
DateJun 2022
Total AUM$4B
Discretionary$4B
Non-Disc.$16.8M
Employees107
Clients33
DateMay 2022
Total AUM$4B
Discretionary$4B
Non-Disc.$16.8M
Employees107
Clients33
DateApr 2022
Total AUM$4B
Discretionary$4B
Non-Disc.$16.8M
Employees107
Clients33
DateApr 2022
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$17.1M
Employees107
Clients33
DateMar 2022
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$17.1M
Employees107
Clients33
DateJan 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees65
Clients10
DateJan 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees65
Clients10
DateJan 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees65
Clients10
DateJan 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees65
Clients10
DateDec 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees65
Clients10
DateOct 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees65
Clients10
DateSep 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees65
Clients10
DateSep 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees65
Clients10
DateAug 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees65
Clients10
DateJul 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees65
Clients10
DateJul 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees65
Clients10
DateJul 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees65
Clients10
DateJul 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees65
Clients10
DateJul 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees65
Clients10
DateJun 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees65
Clients10
DateApr 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees65
Clients10
DateApr 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees65
Clients10
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees65
Clients10
DateJan 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees54
Clients10
DateDec 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees54
Clients10
DateDec 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees55
Clients10
DateNov 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees55
Clients10
DateNov 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees55
Clients10
DateOct 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees55
Clients10
DateOct 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees55
Clients10
DateOct 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees54
Clients10
DateSep 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees53
Clients10
DateSep 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees54
Clients10
DateAug 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees54
Clients10
DateAug 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees54
Clients10
DateAug 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees54
Clients10
DateAug 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees54
Clients10
DateJul 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees54
Clients10
DateJul 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees54
Clients10
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees52
Clients10
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees49
Clients10
DateMay 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees49
Clients10
DateMay 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees49
Clients10
DateApr 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees49
Clients10
DateApr 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees49
Clients10
DateApr 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees49
Clients10
DateApr 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees49
Clients10
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees49
Clients10
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees49
Clients10
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees49
Clients10
DateMar 2020
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees49
Clients10
DateMar 2020
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees49
Clients10
DateFeb 2020
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees42
Clients16
DateFeb 2020
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees42
Clients16
DateJan 2020
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees42
Clients16
DateJan 2020
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees41
Clients16
DateJan 2020
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees40
Clients16
DateJan 2020
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees40
Clients16
DateDec 2019
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees40
Clients16
DateDec 2019
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees40
Clients16
DateNov 2019
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees40
Clients16
DateNov 2019
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees40
Clients16
DateOct 2019
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees46
Clients16
DateSep 2019
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees46
Clients16
DateSep 2019
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees47
Clients16
DateAug 2019
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees48
Clients16
DateAug 2019
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees48
Clients16
DateJul 2019
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees47
Clients16
DateJun 2019
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees45
Clients16
DateJun 2019
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees46
Clients16
DateJun 2019
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees46
Clients16
DateMay 2019
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees46
Clients16
DateMay 2019
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees45
Clients16
DateMay 2019
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees45
Clients16
DateMay 2019
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees44
Clients16
DateMay 2019
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees44
Clients16
DateMay 2019
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees44
Clients16
DateApr 2019
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees44
Clients16
DateApr 2019
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees44
Clients16
DateApr 2019
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees44
Clients16
DateMar 2019
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees45
Clients16
DateMar 2019
Total AUM$613.7M
Discretionary$613.7M
Non-Disc.$0
Employees45
Clients16
DateFeb 2019
Total AUM$567.2M
Discretionary$567.2M
Non-Disc.$0
Employees49
Clients17
DateFeb 2019
Total AUM$567.2M
Discretionary$567.2M
Non-Disc.$0
Employees48
Clients17
DateJan 2019
Total AUM$567.2M
Discretionary$567.2M
Non-Disc.$0
Employees48
Clients17
DateJan 2019
Total AUM$567.2M
Discretionary$567.2M
Non-Disc.$0
Employees48
Clients17
DateDec 2018
Total AUM$567.2M
Discretionary$567.2M
Non-Disc.$0
Employees47
Clients17
DateNov 2018
Total AUM$567.2M
Discretionary$567.2M
Non-Disc.$0
Employees49
Clients17
DateOct 2018
Total AUM$567.2M
Discretionary$567.2M
Non-Disc.$0
Employees48
Clients17
DateOct 2018
Total AUM$567.2M
Discretionary$567.2M
Non-Disc.$0
Employees47
Clients17
DateSep 2018
Total AUM$567.2M
Discretionary$567.2M
Non-Disc.$0
Employees47
Clients17
DateAug 2018
Total AUM$567.2M
Discretionary$567.2M
Non-Disc.$0
Employees47
Clients17
DateAug 2018
Total AUM$567.2M
Discretionary$567.2M
Non-Disc.$0
Employees47
Clients17
DateAug 2018
Total AUM$567.2M
Discretionary$567.2M
Non-Disc.$0
Employees47
Clients17
DateJul 2018
Total AUM$567.2M
Discretionary$567.2M
Non-Disc.$0
Employees47
Clients17
DateJun 2018
Total AUM$567.2M
Discretionary$567.2M
Non-Disc.$0
Employees48
Clients17
DateMay 2018
Total AUM$567.2M
Discretionary$567.2M
Non-Disc.$0
Employees47
Clients17
DateApr 2018
Total AUM$567.2M
Discretionary$567.2M
Non-Disc.$0
Employees47
Clients17
DateApr 2018
Total AUM$567.2M
Discretionary$567.2M
Non-Disc.$0
Employees46
Clients17
DateApr 2018
Total AUM$567.2M
Discretionary$567.2M
Non-Disc.$0
Employees45
Clients17
DateMar 2018
Total AUM$567.2M
Discretionary$567.2M
Non-Disc.$0
Employees45
Clients17
DateDec 2017
Total AUM$429.2M
Discretionary$429.2M
Non-Disc.$0
Employees36
Clients20
DateNov 2017
Total AUM$429.2M
Discretionary$429.2M
Non-Disc.$0
Employees36
Clients20
DateSep 2017
Total AUM$429.2M
Discretionary$429.2M
Non-Disc.$0
Employees36
Clients700
DateJul 2017
Total AUM$429.2M
Discretionary$429.2M
Non-Disc.$0
Employees37
Clients700
DateJul 2017
Total AUM$287.5M
Discretionary$287.5M
Non-Disc.$0
Employees32
Clients700
DateJul 2017
Total AUM$287.5M
Discretionary$287.5M
Non-Disc.$0
Employees32
Clients700
DateJun 2017
Total AUM$287.5M
Discretionary$287.5M
Non-Disc.$0
Employees32
Clients700
DateMay 2017
Total AUM$287.5M
Discretionary$287.5M
Non-Disc.$0
Employees30
Clients700
DateMay 2017
Total AUM$287.5M
Discretionary$287.5M
Non-Disc.$0
Employees30
Clients700
DateMay 2017
Total AUM$287.5M
Discretionary$287.5M
Non-Disc.$0
Employees30
Clients700
DateMay 2017
Total AUM$287.5M
Discretionary$287.5M
Non-Disc.$0
Employees30
Clients700
DateApr 2017
Total AUM$287.5M
Discretionary$287.5M
Non-Disc.$0
Employees30
Clients700
DateMar 2017
Total AUM$287.5M
Discretionary$287.5M
Non-Disc.$0
Employees30
Clients700
DateFeb 2017
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees10
Clients0
DateJan 2017
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees10
Clients0
DateDec 2016
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees10
Clients0
DateNov 2016
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees10
Clients0
DateOct 2016
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees10
Clients0
DateMar 2016
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees10
Clients0
DateFeb 2016
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees10
Clients0
DateJan 2016
Total AUM$102.5M
Discretionary$102.5M
Non-Disc.$0
Employees10
Clients0
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateDec 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateDec 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0