TRADITION ASSET MANAGEMENT LLC
CRD #300756 SEC #801-115047 RICHMOND, VA 804-340-8100
SEC Registered
Total AUM
$726.5M
Discretionary
$706.1M
Employees
21
Clients
101
Accounts
420
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2020 | $726.5M | $706.1M | $20.4M | 21 | 0 |
| Jun 2020 | $726.5M | $706.1M | $20.4M | 21 | 0 |
| Mar 2020 | $726.5M | $706.1M | $20.4M | 21 | 0 |
| Aug 2019 | $685.6M | $667.1M | $18.5M | 20 | 0 |
DateNov 2020
Total AUM$726.5M
Discretionary$706.1M
Non-Disc.$20.4M
Employees21
Clients0
DateJun 2020
Total AUM$726.5M
Discretionary$706.1M
Non-Disc.$20.4M
Employees21
Clients0
DateMar 2020
Total AUM$726.5M
Discretionary$706.1M
Non-Disc.$20.4M
Employees21
Clients0
DateAug 2019
Total AUM$685.6M
Discretionary$667.1M
Non-Disc.$18.5M
Employees20
Clients0