PEOPLE'S UNITED ADVISORS, INC.
CRD #292454 SEC #801-112648 BRIDGEPORT, CT 646-971-2505
SEC Registered Disclosures
Total AUM
$845.2M
Discretionary
$839.7M
Employees
53
Clients
1
Accounts
2,076
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2024 | $845.2M | $839.7M | $5.5M | 53 | 1,567 |
| Jun 2024 | $845.2M | $839.7M | $5.5M | 53 | 1,567 |
| Mar 2024 | $845.2M | $839.7M | $5.5M | 53 | 1,567 |
| Sep 2023 | $1.4B | $1.4B | $30.4M | 53 | 1,567 |
| Jun 2023 | $1.4B | $1.4B | $30.4M | 53 | 1,567 |
| Apr 2023 | $1.4B | $1.4B | $30.4M | 53 | 1,567 |
| Mar 2023 | $1.4B | $1.4B | $30.4M | 53 | 1,567 |
| Jan 2023 | $9.2B | $8.2B | $986.8M | 185 | 3,800 |
| Sep 2022 | $9.2B | $8.2B | $986.8M | 185 | 3,800 |
| Apr 2022 | $9.2B | $8.2B | $986.8M | 185 | 3,800 |
| Apr 2022 | $9.2B | $8.2B | $986.8M | 185 | 3,800 |
| Mar 2022 | $9.2B | $8.2B | $986.8M | 185 | 3,800 |
| Feb 2022 | $9.3B | $8.3B | $918.5M | 200 | 3,000 |
| Jul 2021 | $9.3B | $8.3B | $918.5M | 200 | 3,000 |
| May 2021 | $9.3B | $8.3B | $918.5M | 200 | 3,000 |
| May 2021 | $9.3B | $8.3B | $918.5M | 200 | 3,000 |
| Mar 2021 | $9.3B | $8.3B | $918.5M | 200 | 3,000 |
| Jan 2021 | $9.1B | $8.3B | $855.4M | 200 | 0 |
| Nov 2020 | $9.1B | $8.3B | $855.4M | 200 | 0 |
| Oct 2020 | $9.1B | $8.3B | $855.4M | 200 | 0 |
| Oct 2020 | $9.1B | $8.3B | $855.4M | 250 | 0 |
| Sep 2020 | $9.1B | $8.3B | $855.4M | 145 | 0 |
| Aug 2020 | $9.1B | $8.3B | $855.4M | 145 | 0 |
| Jun 2020 | $9.1B | $8.3B | $855.4M | 145 | 0 |
| Apr 2020 | $9.1B | $8.3B | $855.4M | 145 | 0 |
| Mar 2020 | $9.1B | $8.3B | $855.4M | 145 | 0 |
| Feb 2020 | $8.5B | $8B | $545.9M | 140 | 0 |
| Feb 2020 | $8.5B | $8B | $545.9M | 140 | 0 |
| Nov 2019 | $8.5B | $8B | $545.9M | 140 | 0 |
| Nov 2019 | $8.5B | $8B | $545.9M | 140 | 0 |
| Sep 2019 | $8.5B | $8B | $545.9M | 140 | 0 |
| Sep 2019 | $8.5B | $8B | $545.9M | 140 | 0 |
| Sep 2019 | $8.5B | $8B | $545.9M | 140 | 0 |
| Sep 2019 | $8.5B | $8B | $545.9M | 140 | 0 |
| Mar 2019 | $8.5B | $8B | $545.9M | 140 | 0 |
| Nov 2018 | $8.4B | $7.9B | $444.3M | 165 | 0 |
| Oct 2018 | $8.4B | $7.9B | $444.3M | 165 | 0 |
| Jul 2018 | $3.3B | $3.2B | $77.5M | 60 | 0 |
| May 2018 | $3.3B | $3.2B | $77.5M | 60 | 0 |
| Mar 2018 | $3.3B | $3.2B | $77.5M | 60 | 0 |
| Feb 2018 | $3.3B | $3.2B | $77.5M | 60 | 0 |
DateAug 2024
Total AUM$845.2M
Discretionary$839.7M
Non-Disc.$5.5M
Employees53
Clients1,567
DateJun 2024
Total AUM$845.2M
Discretionary$839.7M
Non-Disc.$5.5M
Employees53
Clients1,567
DateMar 2024
Total AUM$845.2M
Discretionary$839.7M
Non-Disc.$5.5M
Employees53
Clients1,567
DateSep 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$30.4M
Employees53
Clients1,567
DateJun 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$30.4M
Employees53
Clients1,567
DateApr 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$30.4M
Employees53
Clients1,567
DateMar 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$30.4M
Employees53
Clients1,567
DateJan 2023
Total AUM$9.2B
Discretionary$8.2B
Non-Disc.$986.8M
Employees185
Clients3,800
DateSep 2022
Total AUM$9.2B
Discretionary$8.2B
Non-Disc.$986.8M
Employees185
Clients3,800
DateApr 2022
Total AUM$9.2B
Discretionary$8.2B
Non-Disc.$986.8M
Employees185
Clients3,800
DateApr 2022
Total AUM$9.2B
Discretionary$8.2B
Non-Disc.$986.8M
Employees185
Clients3,800
DateMar 2022
Total AUM$9.2B
Discretionary$8.2B
Non-Disc.$986.8M
Employees185
Clients3,800
DateFeb 2022
Total AUM$9.3B
Discretionary$8.3B
Non-Disc.$918.5M
Employees200
Clients3,000
DateJul 2021
Total AUM$9.3B
Discretionary$8.3B
Non-Disc.$918.5M
Employees200
Clients3,000
DateMay 2021
Total AUM$9.3B
Discretionary$8.3B
Non-Disc.$918.5M
Employees200
Clients3,000
DateMay 2021
Total AUM$9.3B
Discretionary$8.3B
Non-Disc.$918.5M
Employees200
Clients3,000
DateMar 2021
Total AUM$9.3B
Discretionary$8.3B
Non-Disc.$918.5M
Employees200
Clients3,000
DateJan 2021
Total AUM$9.1B
Discretionary$8.3B
Non-Disc.$855.4M
Employees200
Clients0
DateNov 2020
Total AUM$9.1B
Discretionary$8.3B
Non-Disc.$855.4M
Employees200
Clients0
DateOct 2020
Total AUM$9.1B
Discretionary$8.3B
Non-Disc.$855.4M
Employees200
Clients0
DateOct 2020
Total AUM$9.1B
Discretionary$8.3B
Non-Disc.$855.4M
Employees250
Clients0
DateSep 2020
Total AUM$9.1B
Discretionary$8.3B
Non-Disc.$855.4M
Employees145
Clients0
DateAug 2020
Total AUM$9.1B
Discretionary$8.3B
Non-Disc.$855.4M
Employees145
Clients0
DateJun 2020
Total AUM$9.1B
Discretionary$8.3B
Non-Disc.$855.4M
Employees145
Clients0
DateApr 2020
Total AUM$9.1B
Discretionary$8.3B
Non-Disc.$855.4M
Employees145
Clients0
DateMar 2020
Total AUM$9.1B
Discretionary$8.3B
Non-Disc.$855.4M
Employees145
Clients0
DateFeb 2020
Total AUM$8.5B
Discretionary$8B
Non-Disc.$545.9M
Employees140
Clients0
DateFeb 2020
Total AUM$8.5B
Discretionary$8B
Non-Disc.$545.9M
Employees140
Clients0
DateNov 2019
Total AUM$8.5B
Discretionary$8B
Non-Disc.$545.9M
Employees140
Clients0
DateNov 2019
Total AUM$8.5B
Discretionary$8B
Non-Disc.$545.9M
Employees140
Clients0
DateSep 2019
Total AUM$8.5B
Discretionary$8B
Non-Disc.$545.9M
Employees140
Clients0
DateSep 2019
Total AUM$8.5B
Discretionary$8B
Non-Disc.$545.9M
Employees140
Clients0
DateSep 2019
Total AUM$8.5B
Discretionary$8B
Non-Disc.$545.9M
Employees140
Clients0
DateSep 2019
Total AUM$8.5B
Discretionary$8B
Non-Disc.$545.9M
Employees140
Clients0
DateMar 2019
Total AUM$8.5B
Discretionary$8B
Non-Disc.$545.9M
Employees140
Clients0
DateNov 2018
Total AUM$8.4B
Discretionary$7.9B
Non-Disc.$444.3M
Employees165
Clients0
DateOct 2018
Total AUM$8.4B
Discretionary$7.9B
Non-Disc.$444.3M
Employees165
Clients0
DateJul 2018
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$77.5M
Employees60
Clients0
DateMay 2018
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$77.5M
Employees60
Clients0
DateMar 2018
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$77.5M
Employees60
Clients0
DateFeb 2018
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$77.5M
Employees60
Clients0