IBAA
CRD #283263 SEC #801-107430 SAN BERNARDINO, CA 7146876870
SEC Registered
Total AUM
$120.2M
Discretionary
$120.2M
Employees
11
Clients
0
Accounts
16
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2018 | $50K | $50K | $0 | 3 | 0 |
| Jul 2017 | $620.2M | $620.2M | $0 | 30 | 11 |
| Jul 2017 | $520.2M | $520.2M | $0 | 30 | 11 |
| May 2017 | $120.2M | $120.2M | $0 | 11 | 11 |
DateJan 2018
Total AUM$50K
Discretionary$50K
Non-Disc.$0
Employees3
Clients0
DateJul 2017
Total AUM$620.2M
Discretionary$620.2M
Non-Disc.$0
Employees30
Clients11
DateJul 2017
Total AUM$520.2M
Discretionary$520.2M
Non-Disc.$0
Employees30
Clients11
DateMay 2017
Total AUM$120.2M
Discretionary$120.2M
Non-Disc.$0
Employees11
Clients11