R. APPLEGATE & ASSOCIATES LLC
CRD #290992 SEC #801-112128 PITTSBURGH, PA 412-227-2800
SEC Registered
Total AUM
$220.2M
Discretionary
$220.2M
Employees
3
Clients
1
Accounts
77
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $220.2M | $220.2M | $0 | 3 | 32 |
| Jan 2018 | $212.6M | $212.6M | $0 | 3 | 28 |
| Jan 2018 | $212.6M | $212.6M | $0 | 3 | 28 |
| Nov 2017 | $0 | $0 | $0 | 3 | 0 |
| Nov 2017 | $0 | $0 | $0 | 3 | 0 |
DateMar 2018
Total AUM$220.2M
Discretionary$220.2M
Non-Disc.$0
Employees3
Clients32
DateJan 2018
Total AUM$212.6M
Discretionary$212.6M
Non-Disc.$0
Employees3
Clients28
DateJan 2018
Total AUM$212.6M
Discretionary$212.6M
Non-Disc.$0
Employees3
Clients28
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0