BNY MELLON INVESTOR SOLUTIONS, LLC
CRD #277132 SEC #801-106578 BOSTON, MA 6172486016
SEC Registered
Total AUM
$853M
Discretionary
$853M
Employees
54
Clients
0
Accounts
9
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $853M | $853M | $0 | 54 | 16 |
| Mar 2022 | $985.7M | $985.7M | $0 | 52 | 13 |
| Mar 2021 | $1.1B | $1.1B | $0 | 51 | 9 |
| Mar 2020 | $862.8M | $862.8M | $0 | 50 | 3 |
| Jan 2020 | $742.9M | $742.9M | $0 | 54 | 3 |
| Aug 2019 | $742.9M | $742.9M | $0 | 0 | 3 |
| Jul 2019 | $742.9M | $742.9M | $0 | 0 | 3 |
| Mar 2019 | $742.9M | $742.9M | $0 | 0 | 3 |
| Jan 2019 | $855.7M | $855.7M | $0 | 5 | 3 |
| Jan 2019 | $855.7M | $855.7M | $0 | 5 | 3 |
| May 2018 | $855.7M | $855.7M | $0 | 5 | 3 |
| May 2018 | $855.7M | $855.7M | $0 | 5 | 3 |
| Mar 2018 | $855.7M | $855.7M | $0 | 5 | 3 |
| Oct 2017 | $673M | $673M | $0 | 0 | 3 |
| Jul 2017 | $544.4M | $544.4M | $0 | 0 | 1 |
| Mar 2017 | $544.4M | $544.4M | $0 | 0 | 1 |
| Jan 2017 | $526.9M | $526.9M | $0 | 0 | 1 |
| Dec 2016 | $526.9M | $526.9M | $0 | 0 | 1 |
DateMar 2023
Total AUM$853M
Discretionary$853M
Non-Disc.$0
Employees54
Clients16
DateMar 2022
Total AUM$985.7M
Discretionary$985.7M
Non-Disc.$0
Employees52
Clients13
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees51
Clients9
DateMar 2020
Total AUM$862.8M
Discretionary$862.8M
Non-Disc.$0
Employees50
Clients3
DateJan 2020
Total AUM$742.9M
Discretionary$742.9M
Non-Disc.$0
Employees54
Clients3
DateAug 2019
Total AUM$742.9M
Discretionary$742.9M
Non-Disc.$0
Employees0
Clients3
DateJul 2019
Total AUM$742.9M
Discretionary$742.9M
Non-Disc.$0
Employees0
Clients3
DateMar 2019
Total AUM$742.9M
Discretionary$742.9M
Non-Disc.$0
Employees0
Clients3
DateJan 2019
Total AUM$855.7M
Discretionary$855.7M
Non-Disc.$0
Employees5
Clients3
DateJan 2019
Total AUM$855.7M
Discretionary$855.7M
Non-Disc.$0
Employees5
Clients3
DateMay 2018
Total AUM$855.7M
Discretionary$855.7M
Non-Disc.$0
Employees5
Clients3
DateMay 2018
Total AUM$855.7M
Discretionary$855.7M
Non-Disc.$0
Employees5
Clients3
DateMar 2018
Total AUM$855.7M
Discretionary$855.7M
Non-Disc.$0
Employees5
Clients3
DateOct 2017
Total AUM$673M
Discretionary$673M
Non-Disc.$0
Employees0
Clients3
DateJul 2017
Total AUM$544.4M
Discretionary$544.4M
Non-Disc.$0
Employees0
Clients1
DateMar 2017
Total AUM$544.4M
Discretionary$544.4M
Non-Disc.$0
Employees0
Clients1
DateJan 2017
Total AUM$526.9M
Discretionary$526.9M
Non-Disc.$0
Employees0
Clients1
DateDec 2016
Total AUM$526.9M
Discretionary$526.9M
Non-Disc.$0
Employees0
Clients1