STRATOS WEALTH ADVISORS LLC
CRD #283816 SEC #801-108211 BEACHWOOD, OH (440) 519-2500
SEC Registered
Total AUM
$4.9B
Discretionary
$4.9B
Employees
181
Clients
26
Accounts
12,432
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $4.9B | $4.9B | $32.5M | 181 | 10 |
| Nov 2025 | $4.9B | $4.9B | $32.5M | 181 | 10 |
| Oct 2025 | $4.9B | $4.9B | $32.5M | 181 | 10 |
| Oct 2025 | $4.9B | $4.9B | $32.5M | 181 | 10 |
| Oct 2025 | $4.9B | $4.9B | $32.5M | 181 | 10 |
| Sep 2025 | $4.9B | $4.9B | $32.5M | 181 | 10 |
| Aug 2025 | $4.9B | $4.9B | $32.5M | 181 | 10 |
| Jul 2025 | $4.9B | $4.9B | $32.5M | 181 | 10 |
| Jun 2025 | $4.9B | $4.9B | $32.5M | 181 | 10 |
| Jun 2025 | $4.9B | $4.9B | $32.5M | 181 | 10 |
| Jun 2025 | $4.9B | $4.9B | $32.5M | 181 | 10 |
| May 2025 | $4.9B | $4.9B | $32.5M | 181 | 10 |
| Apr 2025 | $4.9B | $4.9B | $32.5M | 181 | 10 |
| Apr 2025 | $4.9B | $4.9B | $32.5M | 181 | 10 |
| Apr 2025 | $4.9B | $4.9B | $32.5M | 181 | 10 |
| Mar 2025 | $4.9B | $4.9B | $32.5M | 181 | 10 |
| Feb 2025 | $4.2B | $4.2B | $25M | 99 | 7 |
| Feb 2025 | $4.2B | $4.2B | $25M | 99 | 7 |
| Jan 2025 | $4.2B | $4.2B | $25M | 99 | 7 |
| Jan 2025 | $4.2B | $4.2B | $25M | 99 | 7 |
| Dec 2024 | $4.2B | $4.2B | $25M | 99 | 7 |
| Dec 2024 | $4.2B | $4.2B | $25M | 99 | 7 |
| Nov 2024 | $4.2B | $4.2B | $25M | 99 | 7 |
| Oct 2024 | $4.2B | $4.2B | $25M | 99 | 7 |
| Oct 2024 | $4.2B | $4.2B | $25M | 99 | 7 |
| Sep 2024 | $4.2B | $4.2B | $25M | 99 | 7 |
| Aug 2024 | $4.2B | $4.2B | $25M | 99 | 7 |
| Jul 2024 | $4.2B | $4.2B | $25M | 99 | 7 |
| Jun 2024 | $4.2B | $4.2B | $25M | 99 | 7 |
| May 2024 | $4.2B | $4.2B | $25M | 99 | 7 |
| May 2024 | $4.2B | $4.2B | $25M | 99 | 7 |
| Apr 2024 | $4.2B | $4.2B | $25M | 99 | 7 |
| Apr 2024 | $4.2B | $4.2B | $25M | 99 | 7 |
| Mar 2024 | $4.2B | $4.2B | $25M | 99 | 7 |
| Feb 2024 | $3.5B | $3.5B | $14.1M | 102 | 9 |
| Jan 2024 | $3.5B | $3.5B | $14.1M | 102 | 9 |
| Jan 2024 | $3.5B | $3.5B | $14.1M | 102 | 9 |
| Jan 2024 | $3.5B | $3.5B | $14.1M | 102 | 9 |
| Dec 2023 | $3.5B | $3.5B | $14.1M | 102 | 9 |
| Nov 2023 | $3.5B | $3.5B | $14.1M | 102 | 9 |
| Aug 2023 | $3.5B | $3.5B | $14.1M | 102 | 9 |
| Aug 2023 | $3.5B | $3.5B | $14.1M | 102 | 9 |
| May 2023 | $3.5B | $3.5B | $14.1M | 102 | 9 |
| Apr 2023 | $3.5B | $3.5B | $14.1M | 102 | 9 |
| Mar 2023 | $3.5B | $3.5B | $14.1M | 102 | 9 |
| Feb 2023 | $3.4B | $3.3B | $43M | 91 | 62 |
| Dec 2022 | $3.4B | $3.3B | $43M | 91 | 62 |
| Dec 2022 | $3.4B | $3.3B | $43M | 91 | 62 |
| Nov 2022 | $3.4B | $3.3B | $43M | 91 | 62 |
| Oct 2022 | $3.4B | $3.3B | $43M | 91 | 62 |
| Sep 2022 | $3.4B | $3.3B | $43M | 91 | 62 |
| Sep 2022 | $3.4B | $3.3B | $43M | 91 | 62 |
| May 2022 | $3.4B | $3.3B | $43M | 91 | 62 |
| May 2022 | $3.4B | $3.3B | $43M | 91 | 62 |
| May 2022 | $3.4B | $3.3B | $43M | 91 | 62 |
| Apr 2022 | $3.4B | $3.3B | $43M | 91 | 62 |
| Apr 2022 | $3.4B | $3.3B | $43M | 91 | 62 |
| Mar 2022 | $3.4B | $3.3B | $43M | 91 | 62 |
| Mar 2022 | $1.8B | $1.8B | $11.7M | 42 | 2 |
| Mar 2022 | $1.8B | $1.8B | $11.7M | 42 | 2 |
| Feb 2022 | $1.8B | $1.8B | $11.7M | 42 | 2 |
| Feb 2022 | $1.8B | $1.8B | $11.7M | 42 | 2 |
| Feb 2022 | $1.8B | $1.8B | $11.7M | 42 | 2 |
| Dec 2021 | $1.8B | $1.8B | $11.7M | 42 | 2 |
| Dec 2021 | $1.8B | $1.8B | $11.7M | 42 | 2 |
| Dec 2021 | $1.8B | $1.8B | $11.7M | 42 | 2 |
| Nov 2021 | $1.8B | $1.8B | $11.7M | 42 | 2 |
| Sep 2021 | $1.8B | $1.8B | $11.7M | 42 | 2 |
| Sep 2021 | $1.8B | $1.8B | $11.7M | 42 | 2 |
| Sep 2021 | $1.8B | $1.8B | $11.7M | 42 | 2 |
| Sep 2021 | $1.8B | $1.8B | $11.7M | 42 | 2 |
| Aug 2021 | $1.8B | $1.8B | $11.7M | 42 | 2 |
| Jul 2021 | $1.8B | $1.8B | $11.7M | 42 | 2 |
| Jul 2021 | $1.8B | $1.8B | $11.7M | 42 | 2 |
| Jun 2021 | $1.8B | $1.8B | $11.7M | 42 | 2 |
| Jun 2021 | $1.8B | $1.8B | $11.7M | 42 | 2 |
| Apr 2021 | $1.8B | $1.8B | $11.7M | 42 | 2 |
| Apr 2021 | $1.8B | $1.8B | $11.7M | 42 | 2 |
| Apr 2021 | $1.8B | $1.8B | $11.7M | 42 | 2 |
| Apr 2021 | $1.8B | $1.8B | $11.7M | 42 | 2 |
| Mar 2021 | $1.8B | $1.8B | $11.7M | 42 | 2 |
| Feb 2021 | $887.2M | $883.7M | $3.5M | 51 | 1 |
| Feb 2021 | $887.2M | $883.7M | $3.5M | 51 | 1 |
| Feb 2021 | $887.2M | $883.7M | $3.5M | 51 | 1 |
| Dec 2020 | $887.2M | $883.7M | $3.5M | 51 | 1 |
| Oct 2020 | $887.2M | $883.7M | $3.5M | 51 | 1 |
| Oct 2020 | $887.2M | $883.7M | $3.5M | 51 | 1 |
| Sep 2020 | $887.2M | $883.7M | $3.5M | 51 | 1 |
| Sep 2020 | $887.2M | $883.7M | $3.5M | 51 | 1 |
| Aug 2020 | $887.2M | $883.7M | $3.5M | 51 | 1 |
| Aug 2020 | $887.2M | $883.7M | $3.5M | 51 | 1 |
| Jul 2020 | $887.2M | $883.7M | $3.5M | 51 | 1 |
| Jul 2020 | $887.2M | $883.7M | $3.5M | 51 | 1 |
| Jun 2020 | $887.2M | $883.7M | $3.5M | 51 | 1 |
| Jun 2020 | $887.2M | $883.7M | $3.5M | 51 | 1 |
| Jun 2020 | $887.2M | $883.7M | $3.5M | 51 | 1 |
| Jun 2020 | $887.2M | $883.7M | $3.5M | 51 | 1 |
| May 2020 | $887.2M | $883.7M | $3.5M | 51 | 1 |
| Apr 2020 | $887.2M | $883.7M | $3.5M | 51 | 1 |
| Apr 2020 | $887.2M | $883.7M | $3.5M | 51 | 1 |
| Mar 2020 | $494.6M | $492.4M | $2.2M | 34 | 1 |
| Feb 2020 | $494.6M | $492.4M | $2.2M | 34 | 1 |
| Feb 2020 | $494.6M | $492.4M | $2.2M | 34 | 1 |
| Jan 2020 | $494.6M | $492.4M | $2.2M | 34 | 1 |
| Jan 2020 | $494.6M | $492.4M | $2.2M | 34 | 1 |
| Jan 2020 | $494.6M | $492.4M | $2.2M | 34 | 1 |
| Jan 2020 | $494.6M | $492.4M | $2.2M | 34 | 1 |
| Dec 2019 | $494.6M | $492.4M | $2.2M | 34 | 1 |
| Nov 2019 | $494.6M | $492.4M | $2.2M | 34 | 1 |
| Nov 2019 | $494.6M | $492.4M | $2.2M | 34 | 1 |
| Oct 2019 | $494.6M | $492.4M | $2.2M | 34 | 1 |
| Oct 2019 | $494.6M | $492.4M | $2.2M | 34 | 1 |
| Sep 2019 | $494.6M | $492.4M | $2.2M | 34 | 1 |
| Aug 2019 | $494.6M | $492.4M | $2.2M | 34 | 1 |
| Aug 2019 | $494.6M | $492.4M | $2.2M | 34 | 1 |
| Aug 2019 | $494.6M | $492.4M | $2.2M | 34 | 1 |
| Jun 2019 | $494.6M | $492.4M | $2.2M | 34 | 1 |
| Apr 2019 | $494.6M | $492.4M | $2.2M | 34 | 1 |
| Apr 2019 | $494.6M | $492.4M | $2.2M | 34 | 1 |
| Mar 2019 | $494.6M | $492.4M | $2.2M | 34 | 1 |
| Feb 2019 | $44.1M | $44.1M | $0 | 11 | 0 |
| Jan 2019 | $44.1M | $44.1M | $0 | 11 | 0 |
| Dec 2018 | $44.1M | $44.1M | $0 | 11 | 0 |
| Dec 2018 | $44.1M | $44.1M | $0 | 11 | 0 |
| Nov 2018 | $44.1M | $44.1M | $0 | 11 | 0 |
| Oct 2018 | $44.1M | $44.1M | $0 | 11 | 0 |
| Oct 2018 | $44.1M | $44.1M | $0 | 11 | 0 |
| Sep 2018 | $44.1M | $44.1M | $0 | 11 | 0 |
| Sep 2018 | $44.1M | $44.1M | $0 | 11 | 0 |
| Aug 2018 | $44.1M | $44.1M | $0 | 11 | 0 |
| Jul 2018 | $44.1M | $44.1M | $0 | 11 | 0 |
| Jul 2018 | $44.1M | $44.1M | $0 | 11 | 0 |
| Jul 2018 | $44.1M | $44.1M | $0 | 11 | 0 |
| Jun 2018 | $44.1M | $44.1M | $0 | 11 | 0 |
| Jun 2018 | $44.1M | $44.1M | $0 | 11 | 0 |
| Jun 2018 | $44.1M | $44.1M | $0 | 11 | 0 |
| Jun 2018 | $44.1M | $44.1M | $0 | 11 | 0 |
| Jun 2018 | $44.1M | $44.1M | $0 | 11 | 0 |
| Jun 2018 | $44.1M | $44.1M | $0 | 11 | 0 |
| May 2018 | $44.1M | $44.1M | $0 | 11 | 0 |
| Apr 2018 | $44.1M | $44.1M | $0 | 11 | 0 |
| Apr 2018 | $44.1M | $44.1M | $0 | 11 | 0 |
| Apr 2018 | $44.1M | $44.1M | $0 | 11 | 0 |
| Apr 2018 | $44.1M | $44.1M | $0 | 11 | 0 |
| Apr 2018 | $44.1M | $44.1M | $0 | 11 | 0 |
| Mar 2018 | $44.1M | $44.1M | $0 | 10 | 0 |
| Mar 2018 | $44.1M | $44.1M | $0 | 10 | 0 |
| Sep 2017 | $839K | $839K | $0 | 6 | 26 |
| May 2017 | $839K | $839K | $0 | 6 | 26 |
| Mar 2017 | $839K | $839K | $0 | 6 | 26 |
| Mar 2017 | $839K | $839K | $0 | 6 | 26 |
| Feb 2017 | $0 | $0 | $0 | 5 | 0 |
| Feb 2017 | $0 | $0 | $0 | 5 | 0 |
| Feb 2017 | $0 | $0 | $0 | 5 | 0 |
| Jan 2017 | $0 | $0 | $0 | 5 | 0 |
| Dec 2016 | $0 | $0 | $0 | 5 | 0 |
| Dec 2016 | $0 | $0 | $0 | 5 | 0 |
| Dec 2016 | $0 | $0 | $0 | 5 | 0 |
| Dec 2016 | $0 | $0 | $0 | 5 | 0 |
| Dec 2016 | $0 | $0 | $0 | 5 | 0 |
| Jul 2016 | $0 | $0 | $0 | 4 | 0 |
| Jul 2016 | $0 | $0 | $0 | 4 | 0 |
DateDec 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$32.5M
Employees181
Clients10
DateNov 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$32.5M
Employees181
Clients10
DateOct 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$32.5M
Employees181
Clients10
DateOct 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$32.5M
Employees181
Clients10
DateOct 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$32.5M
Employees181
Clients10
DateSep 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$32.5M
Employees181
Clients10
DateAug 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$32.5M
Employees181
Clients10
DateJul 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$32.5M
Employees181
Clients10
DateJun 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$32.5M
Employees181
Clients10
DateJun 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$32.5M
Employees181
Clients10
DateJun 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$32.5M
Employees181
Clients10
DateMay 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$32.5M
Employees181
Clients10
DateApr 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$32.5M
Employees181
Clients10
DateApr 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$32.5M
Employees181
Clients10
DateApr 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$32.5M
Employees181
Clients10
DateMar 2025
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$32.5M
Employees181
Clients10
DateFeb 2025
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$25M
Employees99
Clients7
DateFeb 2025
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$25M
Employees99
Clients7
DateJan 2025
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$25M
Employees99
Clients7
DateJan 2025
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$25M
Employees99
Clients7
DateDec 2024
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$25M
Employees99
Clients7
DateDec 2024
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$25M
Employees99
Clients7
DateNov 2024
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$25M
Employees99
Clients7
DateOct 2024
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$25M
Employees99
Clients7
DateOct 2024
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$25M
Employees99
Clients7
DateSep 2024
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$25M
Employees99
Clients7
DateAug 2024
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$25M
Employees99
Clients7
DateJul 2024
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$25M
Employees99
Clients7
DateJun 2024
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$25M
Employees99
Clients7
DateMay 2024
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$25M
Employees99
Clients7
DateMay 2024
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$25M
Employees99
Clients7
DateApr 2024
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$25M
Employees99
Clients7
DateApr 2024
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$25M
Employees99
Clients7
DateMar 2024
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$25M
Employees99
Clients7
DateFeb 2024
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$14.1M
Employees102
Clients9
DateJan 2024
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$14.1M
Employees102
Clients9
DateJan 2024
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$14.1M
Employees102
Clients9
DateJan 2024
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$14.1M
Employees102
Clients9
DateDec 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$14.1M
Employees102
Clients9
DateNov 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$14.1M
Employees102
Clients9
DateAug 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$14.1M
Employees102
Clients9
DateAug 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$14.1M
Employees102
Clients9
DateMay 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$14.1M
Employees102
Clients9
DateApr 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$14.1M
Employees102
Clients9
DateMar 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$14.1M
Employees102
Clients9
DateFeb 2023
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$43M
Employees91
Clients62
DateDec 2022
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$43M
Employees91
Clients62
DateDec 2022
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$43M
Employees91
Clients62
DateNov 2022
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$43M
Employees91
Clients62
DateOct 2022
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$43M
Employees91
Clients62
DateSep 2022
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$43M
Employees91
Clients62
DateSep 2022
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$43M
Employees91
Clients62
DateMay 2022
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$43M
Employees91
Clients62
DateMay 2022
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$43M
Employees91
Clients62
DateMay 2022
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$43M
Employees91
Clients62
DateApr 2022
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$43M
Employees91
Clients62
DateApr 2022
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$43M
Employees91
Clients62
DateMar 2022
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$43M
Employees91
Clients62
DateMar 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$11.7M
Employees42
Clients2
DateMar 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$11.7M
Employees42
Clients2
DateFeb 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$11.7M
Employees42
Clients2
DateFeb 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$11.7M
Employees42
Clients2
DateFeb 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$11.7M
Employees42
Clients2
DateDec 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$11.7M
Employees42
Clients2
DateDec 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$11.7M
Employees42
Clients2
DateDec 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$11.7M
Employees42
Clients2
DateNov 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$11.7M
Employees42
Clients2
DateSep 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$11.7M
Employees42
Clients2
DateSep 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$11.7M
Employees42
Clients2
DateSep 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$11.7M
Employees42
Clients2
DateSep 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$11.7M
Employees42
Clients2
DateAug 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$11.7M
Employees42
Clients2
DateJul 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$11.7M
Employees42
Clients2
DateJul 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$11.7M
Employees42
Clients2
DateJun 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$11.7M
Employees42
Clients2
DateJun 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$11.7M
Employees42
Clients2
DateApr 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$11.7M
Employees42
Clients2
DateApr 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$11.7M
Employees42
Clients2
DateApr 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$11.7M
Employees42
Clients2
DateApr 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$11.7M
Employees42
Clients2
DateMar 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$11.7M
Employees42
Clients2
DateFeb 2021
Total AUM$887.2M
Discretionary$883.7M
Non-Disc.$3.5M
Employees51
Clients1
DateFeb 2021
Total AUM$887.2M
Discretionary$883.7M
Non-Disc.$3.5M
Employees51
Clients1
DateFeb 2021
Total AUM$887.2M
Discretionary$883.7M
Non-Disc.$3.5M
Employees51
Clients1
DateDec 2020
Total AUM$887.2M
Discretionary$883.7M
Non-Disc.$3.5M
Employees51
Clients1
DateOct 2020
Total AUM$887.2M
Discretionary$883.7M
Non-Disc.$3.5M
Employees51
Clients1
DateOct 2020
Total AUM$887.2M
Discretionary$883.7M
Non-Disc.$3.5M
Employees51
Clients1
DateSep 2020
Total AUM$887.2M
Discretionary$883.7M
Non-Disc.$3.5M
Employees51
Clients1
DateSep 2020
Total AUM$887.2M
Discretionary$883.7M
Non-Disc.$3.5M
Employees51
Clients1
DateAug 2020
Total AUM$887.2M
Discretionary$883.7M
Non-Disc.$3.5M
Employees51
Clients1
DateAug 2020
Total AUM$887.2M
Discretionary$883.7M
Non-Disc.$3.5M
Employees51
Clients1
DateJul 2020
Total AUM$887.2M
Discretionary$883.7M
Non-Disc.$3.5M
Employees51
Clients1
DateJul 2020
Total AUM$887.2M
Discretionary$883.7M
Non-Disc.$3.5M
Employees51
Clients1
DateJun 2020
Total AUM$887.2M
Discretionary$883.7M
Non-Disc.$3.5M
Employees51
Clients1
DateJun 2020
Total AUM$887.2M
Discretionary$883.7M
Non-Disc.$3.5M
Employees51
Clients1
DateJun 2020
Total AUM$887.2M
Discretionary$883.7M
Non-Disc.$3.5M
Employees51
Clients1
DateJun 2020
Total AUM$887.2M
Discretionary$883.7M
Non-Disc.$3.5M
Employees51
Clients1
DateMay 2020
Total AUM$887.2M
Discretionary$883.7M
Non-Disc.$3.5M
Employees51
Clients1
DateApr 2020
Total AUM$887.2M
Discretionary$883.7M
Non-Disc.$3.5M
Employees51
Clients1
DateApr 2020
Total AUM$887.2M
Discretionary$883.7M
Non-Disc.$3.5M
Employees51
Clients1
DateMar 2020
Total AUM$494.6M
Discretionary$492.4M
Non-Disc.$2.2M
Employees34
Clients1
DateFeb 2020
Total AUM$494.6M
Discretionary$492.4M
Non-Disc.$2.2M
Employees34
Clients1
DateFeb 2020
Total AUM$494.6M
Discretionary$492.4M
Non-Disc.$2.2M
Employees34
Clients1
DateJan 2020
Total AUM$494.6M
Discretionary$492.4M
Non-Disc.$2.2M
Employees34
Clients1
DateJan 2020
Total AUM$494.6M
Discretionary$492.4M
Non-Disc.$2.2M
Employees34
Clients1
DateJan 2020
Total AUM$494.6M
Discretionary$492.4M
Non-Disc.$2.2M
Employees34
Clients1
DateJan 2020
Total AUM$494.6M
Discretionary$492.4M
Non-Disc.$2.2M
Employees34
Clients1
DateDec 2019
Total AUM$494.6M
Discretionary$492.4M
Non-Disc.$2.2M
Employees34
Clients1
DateNov 2019
Total AUM$494.6M
Discretionary$492.4M
Non-Disc.$2.2M
Employees34
Clients1
DateNov 2019
Total AUM$494.6M
Discretionary$492.4M
Non-Disc.$2.2M
Employees34
Clients1
DateOct 2019
Total AUM$494.6M
Discretionary$492.4M
Non-Disc.$2.2M
Employees34
Clients1
DateOct 2019
Total AUM$494.6M
Discretionary$492.4M
Non-Disc.$2.2M
Employees34
Clients1
DateSep 2019
Total AUM$494.6M
Discretionary$492.4M
Non-Disc.$2.2M
Employees34
Clients1
DateAug 2019
Total AUM$494.6M
Discretionary$492.4M
Non-Disc.$2.2M
Employees34
Clients1
DateAug 2019
Total AUM$494.6M
Discretionary$492.4M
Non-Disc.$2.2M
Employees34
Clients1
DateAug 2019
Total AUM$494.6M
Discretionary$492.4M
Non-Disc.$2.2M
Employees34
Clients1
DateJun 2019
Total AUM$494.6M
Discretionary$492.4M
Non-Disc.$2.2M
Employees34
Clients1
DateApr 2019
Total AUM$494.6M
Discretionary$492.4M
Non-Disc.$2.2M
Employees34
Clients1
DateApr 2019
Total AUM$494.6M
Discretionary$492.4M
Non-Disc.$2.2M
Employees34
Clients1
DateMar 2019
Total AUM$494.6M
Discretionary$492.4M
Non-Disc.$2.2M
Employees34
Clients1
DateFeb 2019
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees11
Clients0
DateJan 2019
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees11
Clients0
DateDec 2018
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees11
Clients0
DateDec 2018
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees11
Clients0
DateNov 2018
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees11
Clients0
DateOct 2018
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees11
Clients0
DateOct 2018
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees11
Clients0
DateSep 2018
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees11
Clients0
DateSep 2018
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees11
Clients0
DateAug 2018
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees11
Clients0
DateJul 2018
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees11
Clients0
DateJul 2018
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees11
Clients0
DateJul 2018
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees11
Clients0
DateJun 2018
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees11
Clients0
DateJun 2018
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees11
Clients0
DateJun 2018
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees11
Clients0
DateJun 2018
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees11
Clients0
DateJun 2018
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees11
Clients0
DateJun 2018
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees11
Clients0
DateMay 2018
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees11
Clients0
DateApr 2018
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees11
Clients0
DateApr 2018
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees11
Clients0
DateApr 2018
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees11
Clients0
DateApr 2018
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees11
Clients0
DateApr 2018
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees11
Clients0
DateMar 2018
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees10
Clients0
DateSep 2017
Total AUM$839K
Discretionary$839K
Non-Disc.$0
Employees6
Clients26
DateMay 2017
Total AUM$839K
Discretionary$839K
Non-Disc.$0
Employees6
Clients26
DateMar 2017
Total AUM$839K
Discretionary$839K
Non-Disc.$0
Employees6
Clients26
DateMar 2017
Total AUM$839K
Discretionary$839K
Non-Disc.$0
Employees6
Clients26
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0