OLIPHINT ASSOCIATES LLC
Legal name: ONE ADVOCATE GROUP
CRD #270005 SEC #801-101527 SAN ANTONIO, TX 210-341-1235
SEC Registered
Total AUM
$258.7M
Discretionary
$258.7M
Employees
5
Clients
1
Accounts
502
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2021 | $258.7M | $258.7M | $0 | 5 | 2 |
| May 2020 | $230.1M | $230.1M | $0 | 8 | 9 |
| Jan 2020 | $230.1M | $230.1M | $0 | 8 | 9 |
| Nov 2019 | $222.4M | $222.4M | $0 | 10 | 6 |
| Jan 2019 | $188M | $188M | $0 | 10 | 6 |
| Mar 2018 | $162M | $162M | $0 | 8 | 0 |
| Dec 2017 | $147.1M | $147.1M | $0 | 10 | 0 |
| Nov 2017 | $147.1M | $147.1M | $0 | 10 | 0 |
| Apr 2017 | $137.2M | $137.2M | $0 | 10 | 103 |
| Mar 2017 | $137.2M | $137.2M | $0 | 10 | 103 |
| Aug 2016 | $147.6M | $147.6M | $0 | 7 | 103 |
| Feb 2016 | $147.6M | $147.6M | $0 | 7 | 103 |
| Oct 2015 | $116.1M | $116.1M | $0 | 5 | 0 |
| Aug 2015 | $0 | $0 | $0 | 5 | 0 |
| Jul 2015 | $0 | $0 | $0 | 5 | 0 |
| Jul 2015 | $0 | $0 | $0 | 5 | 0 |
DateJan 2021
Total AUM$258.7M
Discretionary$258.7M
Non-Disc.$0
Employees5
Clients2
DateMay 2020
Total AUM$230.1M
Discretionary$230.1M
Non-Disc.$0
Employees8
Clients9
DateJan 2020
Total AUM$230.1M
Discretionary$230.1M
Non-Disc.$0
Employees8
Clients9
DateNov 2019
Total AUM$222.4M
Discretionary$222.4M
Non-Disc.$0
Employees10
Clients6
DateJan 2019
Total AUM$188M
Discretionary$188M
Non-Disc.$0
Employees10
Clients6
DateMar 2018
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees8
Clients0
DateDec 2017
Total AUM$147.1M
Discretionary$147.1M
Non-Disc.$0
Employees10
Clients0
DateNov 2017
Total AUM$147.1M
Discretionary$147.1M
Non-Disc.$0
Employees10
Clients0
DateApr 2017
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees10
Clients103
DateMar 2017
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees10
Clients103
DateAug 2016
Total AUM$147.6M
Discretionary$147.6M
Non-Disc.$0
Employees7
Clients103
DateFeb 2016
Total AUM$147.6M
Discretionary$147.6M
Non-Disc.$0
Employees7
Clients103
DateOct 2015
Total AUM$116.1M
Discretionary$116.1M
Non-Disc.$0
Employees5
Clients0
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0