STIFEL INDEPENDENT ADVISORS, LLC
CRD #28218 SEC #801-43561 ST LOUIS, MO 314-342-4051
SEC Registered Broker-Dealer Disclosures
Total AUM
$4.4B
Discretionary
$2.7B
Employees
206
Clients
10
Accounts
11,648
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $4.4B | $2.7B | $1.6B | 206 | 0 |
| Nov 2024 | $3.6B | $2.1B | $1.5B | 190 | 0 |
| Nov 2024 | $3.6B | $2.1B | $1.5B | 190 | 0 |
| Oct 2024 | $3.6B | $2.1B | $1.5B | 190 | 0 |
| Jun 2024 | $3.6B | $2.1B | $1.5B | 190 | 0 |
| May 2024 | $3.6B | $2.1B | $1.5B | 190 | 0 |
| Apr 2024 | $3.6B | $2.1B | $1.5B | 190 | 0 |
| Apr 2024 | $3.6B | $2.1B | $1.5B | 190 | 0 |
| Mar 2024 | $3.6B | $2.1B | $1.5B | 190 | 0 |
| Feb 2024 | $2.5B | $1.4B | $1.1B | 166 | 0 |
| Aug 2023 | $2.5B | $1.4B | $1.1B | 166 | 0 |
| Apr 2023 | $2.5B | $1.4B | $1.1B | 166 | 0 |
| Apr 2023 | $2.5B | $1.4B | $1.1B | 166 | 0 |
| Mar 2023 | $2.5B | $1.4B | $1.1B | 166 | 0 |
| Jul 2022 | $1.6B | $876M | $684.8M | 110 | 0 |
| Jun 2022 | $1.6B | $876M | $684.8M | 110 | 0 |
| Mar 2022 | $1.6B | $876M | $684.8M | 110 | 0 |
| Jan 2022 | $1.1B | $611.1M | $495.9M | 115 | 0 |
| Jan 2022 | $1.1B | $611.1M | $495.9M | 115 | 0 |
| Oct 2021 | $1.1B | $611.1M | $495.9M | 115 | 0 |
| Sep 2021 | $1.1B | $611.1M | $495.9M | 115 | 0 |
| Sep 2021 | $1.1B | $611.1M | $495.9M | 115 | 0 |
| Aug 2021 | $1.1B | $611.1M | $495.9M | 115 | 0 |
| Jul 2021 | $1.1B | $611.1M | $495.9M | 115 | 0 |
| May 2021 | $1.1B | $611.1M | $495.9M | 115 | 0 |
| Apr 2021 | $1.1B | $611.1M | $495.9M | 115 | 0 |
| Mar 2021 | $1.1B | $611.1M | $495.9M | 115 | 0 |
| Feb 2021 | $947.1M | $485.5M | $461.6M | 119 | 0 |
| Nov 2020 | $947.1M | $485.5M | $461.6M | 119 | 0 |
| Sep 2020 | $947.1M | $485.5M | $461.6M | 119 | 0 |
| Jun 2020 | $947.1M | $485.5M | $461.6M | 119 | 0 |
| Mar 2020 | $947.1M | $485.5M | $461.6M | 119 | 0 |
| Jan 2020 | $731.6M | $335M | $396.6M | 145 | 0 |
| Aug 2019 | $731.6M | $335M | $396.6M | 145 | 0 |
| Aug 2019 | $731.6M | $335M | $396.6M | 145 | 0 |
| Mar 2019 | $731.6M | $335M | $396.6M | 145 | 0 |
| Oct 2018 | $763.6M | $353M | $410.6M | 132 | 0 |
| Oct 2018 | $763.6M | $353M | $410.6M | 132 | 0 |
| Mar 2018 | $763.6M | $353M | $410.6M | 132 | 0 |
| Dec 2017 | $572.2M | $245.8M | $326.4M | 130 | 8 |
| Nov 2017 | $572.2M | $245.8M | $326.4M | 130 | 8 |
| Jul 2017 | $572.2M | $245.8M | $326.4M | 130 | 1,500 |
| Jul 2017 | $572.2M | $245.8M | $326.4M | 130 | 1,500 |
| Jun 2017 | $572.2M | $245.8M | $326.4M | 130 | 1,500 |
| Apr 2017 | $572.2M | $245.8M | $326.4M | 130 | 1,500 |
| Mar 2017 | $572.2M | $245.8M | $326.4M | 130 | 1,500 |
| Jan 2017 | $392.7M | $104.2M | $288.6M | 136 | 1,300 |
| Jan 2017 | $392.7M | $104.2M | $288.6M | 136 | 1,300 |
| Jan 2017 | $392.7M | $104.2M | $288.6M | 136 | 1,300 |
| Aug 2016 | $392.7M | $104.2M | $288.6M | 136 | 1,300 |
| Aug 2016 | $392.7M | $104.2M | $288.6M | 136 | 1,300 |
| Jul 2016 | $392.7M | $104.2M | $288.6M | 136 | 1,300 |
| Jun 2016 | $392.7M | $104.2M | $288.6M | 136 | 1,300 |
| Mar 2016 | $392.7M | $104.2M | $288.6M | 136 | 1,300 |
| Apr 2015 | $391.3M | $102.1M | $289.2M | 184 | 1,200 |
| Mar 2015 | $391.3M | $102.1M | $289.2M | 184 | 1,200 |
| Mar 2014 | $352.9M | $91.4M | $261.5M | 189 | 1,400 |
| Jan 2014 | $296.1M | $71.8M | $224.3M | 191 | 1,000 |
| Mar 2013 | $296.1M | $71.8M | $224.3M | 191 | 1,000 |
| Jan 2013 | $284.9M | $81.6M | $203.3M | 207 | 1,000 |
| Aug 2012 | $284.9M | $81.6M | $203.3M | 51 | 1,000 |
| Apr 2012 | $284.9M | $81.6M | $203.3M | 51 | 1,000 |
| Mar 2012 | $284.9M | $81.6M | $203.3M | 51 | 1,000 |
| Jul 2011 | $258.6M | $84.3M | $174.4M | 51 | -- |
| Jun 2011 | $258.6M | $84.3M | $174.4M | 51 | -- |
| May 2011 | $258.6M | $84.3M | $174.4M | 51 | -- |
| May 2011 | $258.6M | $84.3M | $174.4M | 51 | -- |
| Apr 2011 | $258.6M | $84.3M | $174.4M | 51 | -- |
| Apr 2011 | $258.6M | $84.3M | $174.4M | 51 | -- |
| Mar 2011 | $258.6M | $84.3M | $174.4M | 51 | -- |
| Mar 2011 | $245.8M | $48.4M | $197.4M | 51 | -- |
| Mar 2011 | $245.8M | $48.4M | $197.4M | 51 | -- |
| Jan 2011 | $245.8M | $48.4M | $197.4M | 51 | -- |
| Aug 2010 | $245.8M | $48.4M | $197.4M | 51 | -- |
| Jul 2010 | $245.8M | $48.4M | $197.4M | 51 | -- |
| May 2010 | $245.8M | $48.4M | $197.4M | 51 | -- |
| May 2010 | $245.8M | $48.4M | $197.4M | 51 | -- |
| Mar 2010 | $245.8M | $48.4M | $197.4M | 51 | -- |
| Oct 2009 | $177.4M | $37.2M | $140.2M | 51 | -- |
| Sep 2009 | $177.4M | $37.2M | $140.2M | 51 | -- |
| Apr 2009 | $177.4M | $37.2M | $140.2M | 51 | -- |
| Mar 2009 | $177.4M | $37.2M | $140.2M | 51 | -- |
| Feb 2009 | $309.5M | $99.5M | $210M | 51 | -- |
| Mar 2008 | $309.5M | $99.5M | $210M | 51 | -- |
| Jan 2008 | $292.9M | $158.8M | $134.2M | 51 | -- |
| Oct 2007 | $292.9M | $158.8M | $134.2M | 51 | -- |
| Oct 2007 | $292.9M | $158.8M | $134.2M | 51 | -- |
| Oct 2007 | $292.9M | $158.8M | $134.2M | 51 | -- |
| Oct 2007 | $292.9M | $158.8M | $134.2M | 51 | -- |
| Sep 2007 | $292.9M | $158.8M | $134.2M | 51 | -- |
| Sep 2007 | $292.9M | $158.8M | $134.2M | 51 | -- |
| May 2007 | $292.9M | $158.8M | $134.2M | 51 | -- |
| May 2007 | $292.9M | $158.8M | $134.2M | 51 | -- |
| May 2007 | $292.9M | $158.8M | $134.2M | 51 | -- |
| Apr 2007 | $292.9M | $158.8M | $134.2M | 51 | -- |
| Apr 2007 | $292.9M | $158.8M | $134.2M | 51 | -- |
| Apr 2007 | $292.9M | $158.8M | $134.2M | 51 | -- |
| Apr 2007 | $292.9M | $158.8M | $134.2M | 51 | -- |
| Mar 2007 | $292.9M | $158.8M | $134.2M | 51 | -- |
| Feb 2007 | $264.5M | $157.4M | $107.2M | 51 | -- |
| Feb 2007 | $264.5M | $157.4M | $107.2M | 51 | -- |
| Feb 2007 | $264.5M | $157.4M | $107.2M | 51 | -- |
| Jan 2007 | $264.5M | $157.4M | $107.2M | 51 | -- |
| Jan 2007 | $264.5M | $157.4M | $107.2M | 51 | -- |
| Jan 2007 | $264.5M | $157.4M | $107.2M | 51 | -- |
| Jan 2007 | $264.5M | $157.4M | $107.2M | 51 | -- |
| Dec 2006 | $264.5M | $157.4M | $107.2M | 51 | -- |
| Nov 2006 | $264.5M | $157.4M | $107.2M | 51 | -- |
| Nov 2006 | $264.5M | $157.4M | $107.2M | 51 | -- |
| Nov 2006 | $264.5M | $157.4M | $107.2M | 51 | -- |
| Mar 2006 | $264.5M | $157.4M | $107.2M | 51 | -- |
| Mar 2006 | $181.3M | $97M | $84.3M | 51 | -- |
| Mar 2006 | $181.3M | $97M | $84.3M | 51 | -- |
| Mar 2006 | $181.3M | $97M | $84.3M | 51 | -- |
| Jan 2006 | $181.3M | $97M | $84.3M | 51 | -- |
| Jan 2006 | $181.3M | $97M | $84.3M | 51 | -- |
| Jan 2006 | $181.3M | $97M | $84.3M | 51 | -- |
| Dec 2005 | $181.3M | $97M | $84.3M | 51 | -- |
| Dec 2005 | $181.3M | $97M | $84.3M | 51 | -- |
| Dec 2005 | $181.3M | $97M | $84.3M | 51 | -- |
| Nov 2005 | $181.3M | $97M | $84.3M | 51 | -- |
| Oct 2005 | $181.3M | $97M | $84.3M | 51 | -- |
| Sep 2005 | $181.3M | $97M | $84.3M | 51 | -- |
| Jun 2005 | $181.3M | $97M | $84.3M | 51 | -- |
| Jun 2005 | $181.3M | $97M | $84.3M | 51 | -- |
| Jun 2005 | $181.3M | $97M | $84.3M | 51 | -- |
| Jun 2005 | $181.3M | $97M | $84.3M | 51 | -- |
| Jan 2005 | $116.6M | $82M | $34.6M | 51 | -- |
| Jan 2005 | $116.6M | $82M | $34.6M | 51 | -- |
| Sep 2004 | $116.6M | $82M | $34.6M | 51 | -- |
| Aug 2004 | $116.6M | $82M | $34.6M | 51 | -- |
| Aug 2004 | $116.6M | $82M | $34.6M | 51 | -- |
| Jun 2004 | $116.6M | $82M | $34.6M | 51 | -- |
| Jun 2004 | $116.6M | $82M | $34.6M | 51 | -- |
| Jun 2004 | $116.6M | $82M | $34.6M | 51 | -- |
| May 2004 | $116.6M | $82M | $34.6M | 51 | -- |
| Mar 2004 | $116.6M | $82M | $34.6M | 51 | -- |
| Dec 2003 | $31.7M | $18M | $13.7M | 51 | -- |
| Dec 2003 | $31.7M | $18M | $13.7M | 51 | -- |
| Nov 2003 | $31.7M | $18M | $13.7M | 51 | -- |
| Oct 2003 | $31.7M | $18M | $13.7M | 51 | -- |
| Oct 2003 | $31.7M | $18M | $13.7M | 51 | -- |
| Apr 2002 | $41.6M | $22.1M | $19.5M | 51 | -- |
DateMar 2025
Total AUM$4.4B
Discretionary$2.7B
Non-Disc.$1.6B
Employees206
Clients0
DateNov 2024
Total AUM$3.6B
Discretionary$2.1B
Non-Disc.$1.5B
Employees190
Clients0
DateNov 2024
Total AUM$3.6B
Discretionary$2.1B
Non-Disc.$1.5B
Employees190
Clients0
DateOct 2024
Total AUM$3.6B
Discretionary$2.1B
Non-Disc.$1.5B
Employees190
Clients0
DateJun 2024
Total AUM$3.6B
Discretionary$2.1B
Non-Disc.$1.5B
Employees190
Clients0
DateMay 2024
Total AUM$3.6B
Discretionary$2.1B
Non-Disc.$1.5B
Employees190
Clients0
DateApr 2024
Total AUM$3.6B
Discretionary$2.1B
Non-Disc.$1.5B
Employees190
Clients0
DateApr 2024
Total AUM$3.6B
Discretionary$2.1B
Non-Disc.$1.5B
Employees190
Clients0
DateMar 2024
Total AUM$3.6B
Discretionary$2.1B
Non-Disc.$1.5B
Employees190
Clients0
DateFeb 2024
Total AUM$2.5B
Discretionary$1.4B
Non-Disc.$1.1B
Employees166
Clients0
DateAug 2023
Total AUM$2.5B
Discretionary$1.4B
Non-Disc.$1.1B
Employees166
Clients0
DateApr 2023
Total AUM$2.5B
Discretionary$1.4B
Non-Disc.$1.1B
Employees166
Clients0
DateApr 2023
Total AUM$2.5B
Discretionary$1.4B
Non-Disc.$1.1B
Employees166
Clients0
DateMar 2023
Total AUM$2.5B
Discretionary$1.4B
Non-Disc.$1.1B
Employees166
Clients0
DateJul 2022
Total AUM$1.6B
Discretionary$876M
Non-Disc.$684.8M
Employees110
Clients0
DateJun 2022
Total AUM$1.6B
Discretionary$876M
Non-Disc.$684.8M
Employees110
Clients0
DateMar 2022
Total AUM$1.6B
Discretionary$876M
Non-Disc.$684.8M
Employees110
Clients0
DateJan 2022
Total AUM$1.1B
Discretionary$611.1M
Non-Disc.$495.9M
Employees115
Clients0
DateJan 2022
Total AUM$1.1B
Discretionary$611.1M
Non-Disc.$495.9M
Employees115
Clients0
DateOct 2021
Total AUM$1.1B
Discretionary$611.1M
Non-Disc.$495.9M
Employees115
Clients0
DateSep 2021
Total AUM$1.1B
Discretionary$611.1M
Non-Disc.$495.9M
Employees115
Clients0
DateSep 2021
Total AUM$1.1B
Discretionary$611.1M
Non-Disc.$495.9M
Employees115
Clients0
DateAug 2021
Total AUM$1.1B
Discretionary$611.1M
Non-Disc.$495.9M
Employees115
Clients0
DateJul 2021
Total AUM$1.1B
Discretionary$611.1M
Non-Disc.$495.9M
Employees115
Clients0
DateMay 2021
Total AUM$1.1B
Discretionary$611.1M
Non-Disc.$495.9M
Employees115
Clients0
DateApr 2021
Total AUM$1.1B
Discretionary$611.1M
Non-Disc.$495.9M
Employees115
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$611.1M
Non-Disc.$495.9M
Employees115
Clients0
DateFeb 2021
Total AUM$947.1M
Discretionary$485.5M
Non-Disc.$461.6M
Employees119
Clients0
DateNov 2020
Total AUM$947.1M
Discretionary$485.5M
Non-Disc.$461.6M
Employees119
Clients0
DateSep 2020
Total AUM$947.1M
Discretionary$485.5M
Non-Disc.$461.6M
Employees119
Clients0
DateJun 2020
Total AUM$947.1M
Discretionary$485.5M
Non-Disc.$461.6M
Employees119
Clients0
DateMar 2020
Total AUM$947.1M
Discretionary$485.5M
Non-Disc.$461.6M
Employees119
Clients0
DateJan 2020
Total AUM$731.6M
Discretionary$335M
Non-Disc.$396.6M
Employees145
Clients0
DateAug 2019
Total AUM$731.6M
Discretionary$335M
Non-Disc.$396.6M
Employees145
Clients0
DateAug 2019
Total AUM$731.6M
Discretionary$335M
Non-Disc.$396.6M
Employees145
Clients0
DateMar 2019
Total AUM$731.6M
Discretionary$335M
Non-Disc.$396.6M
Employees145
Clients0
DateOct 2018
Total AUM$763.6M
Discretionary$353M
Non-Disc.$410.6M
Employees132
Clients0
DateOct 2018
Total AUM$763.6M
Discretionary$353M
Non-Disc.$410.6M
Employees132
Clients0
DateMar 2018
Total AUM$763.6M
Discretionary$353M
Non-Disc.$410.6M
Employees132
Clients0
DateDec 2017
Total AUM$572.2M
Discretionary$245.8M
Non-Disc.$326.4M
Employees130
Clients8
DateNov 2017
Total AUM$572.2M
Discretionary$245.8M
Non-Disc.$326.4M
Employees130
Clients8
DateJul 2017
Total AUM$572.2M
Discretionary$245.8M
Non-Disc.$326.4M
Employees130
Clients1,500
DateJul 2017
Total AUM$572.2M
Discretionary$245.8M
Non-Disc.$326.4M
Employees130
Clients1,500
DateJun 2017
Total AUM$572.2M
Discretionary$245.8M
Non-Disc.$326.4M
Employees130
Clients1,500
DateApr 2017
Total AUM$572.2M
Discretionary$245.8M
Non-Disc.$326.4M
Employees130
Clients1,500
DateMar 2017
Total AUM$572.2M
Discretionary$245.8M
Non-Disc.$326.4M
Employees130
Clients1,500
DateJan 2017
Total AUM$392.7M
Discretionary$104.2M
Non-Disc.$288.6M
Employees136
Clients1,300
DateJan 2017
Total AUM$392.7M
Discretionary$104.2M
Non-Disc.$288.6M
Employees136
Clients1,300
DateJan 2017
Total AUM$392.7M
Discretionary$104.2M
Non-Disc.$288.6M
Employees136
Clients1,300
DateAug 2016
Total AUM$392.7M
Discretionary$104.2M
Non-Disc.$288.6M
Employees136
Clients1,300
DateAug 2016
Total AUM$392.7M
Discretionary$104.2M
Non-Disc.$288.6M
Employees136
Clients1,300
DateJul 2016
Total AUM$392.7M
Discretionary$104.2M
Non-Disc.$288.6M
Employees136
Clients1,300
DateJun 2016
Total AUM$392.7M
Discretionary$104.2M
Non-Disc.$288.6M
Employees136
Clients1,300
DateMar 2016
Total AUM$392.7M
Discretionary$104.2M
Non-Disc.$288.6M
Employees136
Clients1,300
DateApr 2015
Total AUM$391.3M
Discretionary$102.1M
Non-Disc.$289.2M
Employees184
Clients1,200
DateMar 2015
Total AUM$391.3M
Discretionary$102.1M
Non-Disc.$289.2M
Employees184
Clients1,200
DateMar 2014
Total AUM$352.9M
Discretionary$91.4M
Non-Disc.$261.5M
Employees189
Clients1,400
DateJan 2014
Total AUM$296.1M
Discretionary$71.8M
Non-Disc.$224.3M
Employees191
Clients1,000
DateMar 2013
Total AUM$296.1M
Discretionary$71.8M
Non-Disc.$224.3M
Employees191
Clients1,000
DateJan 2013
Total AUM$284.9M
Discretionary$81.6M
Non-Disc.$203.3M
Employees207
Clients1,000
DateAug 2012
Total AUM$284.9M
Discretionary$81.6M
Non-Disc.$203.3M
Employees51
Clients1,000
DateApr 2012
Total AUM$284.9M
Discretionary$81.6M
Non-Disc.$203.3M
Employees51
Clients1,000
DateMar 2012
Total AUM$284.9M
Discretionary$81.6M
Non-Disc.$203.3M
Employees51
Clients1,000
DateJul 2011
Total AUM$258.6M
Discretionary$84.3M
Non-Disc.$174.4M
Employees51
Clients--
DateJun 2011
Total AUM$258.6M
Discretionary$84.3M
Non-Disc.$174.4M
Employees51
Clients--
DateMay 2011
Total AUM$258.6M
Discretionary$84.3M
Non-Disc.$174.4M
Employees51
Clients--
DateMay 2011
Total AUM$258.6M
Discretionary$84.3M
Non-Disc.$174.4M
Employees51
Clients--
DateApr 2011
Total AUM$258.6M
Discretionary$84.3M
Non-Disc.$174.4M
Employees51
Clients--
DateApr 2011
Total AUM$258.6M
Discretionary$84.3M
Non-Disc.$174.4M
Employees51
Clients--
DateMar 2011
Total AUM$258.6M
Discretionary$84.3M
Non-Disc.$174.4M
Employees51
Clients--
DateMar 2011
Total AUM$245.8M
Discretionary$48.4M
Non-Disc.$197.4M
Employees51
Clients--
DateMar 2011
Total AUM$245.8M
Discretionary$48.4M
Non-Disc.$197.4M
Employees51
Clients--
DateJan 2011
Total AUM$245.8M
Discretionary$48.4M
Non-Disc.$197.4M
Employees51
Clients--
DateAug 2010
Total AUM$245.8M
Discretionary$48.4M
Non-Disc.$197.4M
Employees51
Clients--
DateJul 2010
Total AUM$245.8M
Discretionary$48.4M
Non-Disc.$197.4M
Employees51
Clients--
DateMay 2010
Total AUM$245.8M
Discretionary$48.4M
Non-Disc.$197.4M
Employees51
Clients--
DateMay 2010
Total AUM$245.8M
Discretionary$48.4M
Non-Disc.$197.4M
Employees51
Clients--
DateMar 2010
Total AUM$245.8M
Discretionary$48.4M
Non-Disc.$197.4M
Employees51
Clients--
DateOct 2009
Total AUM$177.4M
Discretionary$37.2M
Non-Disc.$140.2M
Employees51
Clients--
DateSep 2009
Total AUM$177.4M
Discretionary$37.2M
Non-Disc.$140.2M
Employees51
Clients--
DateApr 2009
Total AUM$177.4M
Discretionary$37.2M
Non-Disc.$140.2M
Employees51
Clients--
DateMar 2009
Total AUM$177.4M
Discretionary$37.2M
Non-Disc.$140.2M
Employees51
Clients--
DateFeb 2009
Total AUM$309.5M
Discretionary$99.5M
Non-Disc.$210M
Employees51
Clients--
DateMar 2008
Total AUM$309.5M
Discretionary$99.5M
Non-Disc.$210M
Employees51
Clients--
DateJan 2008
Total AUM$292.9M
Discretionary$158.8M
Non-Disc.$134.2M
Employees51
Clients--
DateOct 2007
Total AUM$292.9M
Discretionary$158.8M
Non-Disc.$134.2M
Employees51
Clients--
DateOct 2007
Total AUM$292.9M
Discretionary$158.8M
Non-Disc.$134.2M
Employees51
Clients--
DateOct 2007
Total AUM$292.9M
Discretionary$158.8M
Non-Disc.$134.2M
Employees51
Clients--
DateOct 2007
Total AUM$292.9M
Discretionary$158.8M
Non-Disc.$134.2M
Employees51
Clients--
DateSep 2007
Total AUM$292.9M
Discretionary$158.8M
Non-Disc.$134.2M
Employees51
Clients--
DateSep 2007
Total AUM$292.9M
Discretionary$158.8M
Non-Disc.$134.2M
Employees51
Clients--
DateMay 2007
Total AUM$292.9M
Discretionary$158.8M
Non-Disc.$134.2M
Employees51
Clients--
DateMay 2007
Total AUM$292.9M
Discretionary$158.8M
Non-Disc.$134.2M
Employees51
Clients--
DateMay 2007
Total AUM$292.9M
Discretionary$158.8M
Non-Disc.$134.2M
Employees51
Clients--
DateApr 2007
Total AUM$292.9M
Discretionary$158.8M
Non-Disc.$134.2M
Employees51
Clients--
DateApr 2007
Total AUM$292.9M
Discretionary$158.8M
Non-Disc.$134.2M
Employees51
Clients--
DateApr 2007
Total AUM$292.9M
Discretionary$158.8M
Non-Disc.$134.2M
Employees51
Clients--
DateApr 2007
Total AUM$292.9M
Discretionary$158.8M
Non-Disc.$134.2M
Employees51
Clients--
DateMar 2007
Total AUM$292.9M
Discretionary$158.8M
Non-Disc.$134.2M
Employees51
Clients--
DateFeb 2007
Total AUM$264.5M
Discretionary$157.4M
Non-Disc.$107.2M
Employees51
Clients--
DateFeb 2007
Total AUM$264.5M
Discretionary$157.4M
Non-Disc.$107.2M
Employees51
Clients--
DateFeb 2007
Total AUM$264.5M
Discretionary$157.4M
Non-Disc.$107.2M
Employees51
Clients--
DateJan 2007
Total AUM$264.5M
Discretionary$157.4M
Non-Disc.$107.2M
Employees51
Clients--
DateJan 2007
Total AUM$264.5M
Discretionary$157.4M
Non-Disc.$107.2M
Employees51
Clients--
DateJan 2007
Total AUM$264.5M
Discretionary$157.4M
Non-Disc.$107.2M
Employees51
Clients--
DateJan 2007
Total AUM$264.5M
Discretionary$157.4M
Non-Disc.$107.2M
Employees51
Clients--
DateDec 2006
Total AUM$264.5M
Discretionary$157.4M
Non-Disc.$107.2M
Employees51
Clients--
DateNov 2006
Total AUM$264.5M
Discretionary$157.4M
Non-Disc.$107.2M
Employees51
Clients--
DateNov 2006
Total AUM$264.5M
Discretionary$157.4M
Non-Disc.$107.2M
Employees51
Clients--
DateNov 2006
Total AUM$264.5M
Discretionary$157.4M
Non-Disc.$107.2M
Employees51
Clients--
DateMar 2006
Total AUM$264.5M
Discretionary$157.4M
Non-Disc.$107.2M
Employees51
Clients--
DateMar 2006
Total AUM$181.3M
Discretionary$97M
Non-Disc.$84.3M
Employees51
Clients--
DateMar 2006
Total AUM$181.3M
Discretionary$97M
Non-Disc.$84.3M
Employees51
Clients--
DateMar 2006
Total AUM$181.3M
Discretionary$97M
Non-Disc.$84.3M
Employees51
Clients--
DateJan 2006
Total AUM$181.3M
Discretionary$97M
Non-Disc.$84.3M
Employees51
Clients--
DateJan 2006
Total AUM$181.3M
Discretionary$97M
Non-Disc.$84.3M
Employees51
Clients--
DateJan 2006
Total AUM$181.3M
Discretionary$97M
Non-Disc.$84.3M
Employees51
Clients--
DateDec 2005
Total AUM$181.3M
Discretionary$97M
Non-Disc.$84.3M
Employees51
Clients--
DateDec 2005
Total AUM$181.3M
Discretionary$97M
Non-Disc.$84.3M
Employees51
Clients--
DateDec 2005
Total AUM$181.3M
Discretionary$97M
Non-Disc.$84.3M
Employees51
Clients--
DateNov 2005
Total AUM$181.3M
Discretionary$97M
Non-Disc.$84.3M
Employees51
Clients--
DateOct 2005
Total AUM$181.3M
Discretionary$97M
Non-Disc.$84.3M
Employees51
Clients--
DateSep 2005
Total AUM$181.3M
Discretionary$97M
Non-Disc.$84.3M
Employees51
Clients--
DateJun 2005
Total AUM$181.3M
Discretionary$97M
Non-Disc.$84.3M
Employees51
Clients--
DateJun 2005
Total AUM$181.3M
Discretionary$97M
Non-Disc.$84.3M
Employees51
Clients--
DateJun 2005
Total AUM$181.3M
Discretionary$97M
Non-Disc.$84.3M
Employees51
Clients--
DateJun 2005
Total AUM$181.3M
Discretionary$97M
Non-Disc.$84.3M
Employees51
Clients--
DateJan 2005
Total AUM$116.6M
Discretionary$82M
Non-Disc.$34.6M
Employees51
Clients--
DateJan 2005
Total AUM$116.6M
Discretionary$82M
Non-Disc.$34.6M
Employees51
Clients--
DateSep 2004
Total AUM$116.6M
Discretionary$82M
Non-Disc.$34.6M
Employees51
Clients--
DateAug 2004
Total AUM$116.6M
Discretionary$82M
Non-Disc.$34.6M
Employees51
Clients--
DateAug 2004
Total AUM$116.6M
Discretionary$82M
Non-Disc.$34.6M
Employees51
Clients--
DateJun 2004
Total AUM$116.6M
Discretionary$82M
Non-Disc.$34.6M
Employees51
Clients--
DateJun 2004
Total AUM$116.6M
Discretionary$82M
Non-Disc.$34.6M
Employees51
Clients--
DateJun 2004
Total AUM$116.6M
Discretionary$82M
Non-Disc.$34.6M
Employees51
Clients--
DateMay 2004
Total AUM$116.6M
Discretionary$82M
Non-Disc.$34.6M
Employees51
Clients--
DateMar 2004
Total AUM$116.6M
Discretionary$82M
Non-Disc.$34.6M
Employees51
Clients--
DateDec 2003
Total AUM$31.7M
Discretionary$18M
Non-Disc.$13.7M
Employees51
Clients--
DateDec 2003
Total AUM$31.7M
Discretionary$18M
Non-Disc.$13.7M
Employees51
Clients--
DateNov 2003
Total AUM$31.7M
Discretionary$18M
Non-Disc.$13.7M
Employees51
Clients--
DateOct 2003
Total AUM$31.7M
Discretionary$18M
Non-Disc.$13.7M
Employees51
Clients--
DateOct 2003
Total AUM$31.7M
Discretionary$18M
Non-Disc.$13.7M
Employees51
Clients--
DateApr 2002
Total AUM$41.6M
Discretionary$22.1M
Non-Disc.$19.5M
Employees51
Clients--