INVESTMENT PROFESSIONALS, INC.
CRD #30184 SEC #801-67704 SAN ANTONIO, TX 210-308-8800
SEC Registered Broker-Dealer Disclosures
Total AUM
$760.9M
Discretionary
$0
Employees
178
Clients
51
Accounts
4,708
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2018 | $760.9M | $0 | $760.9M | 178 | 0 |
| Mar 2018 | $760.9M | $0 | $760.9M | 216 | 0 |
| Aug 2017 | $621.7M | $0 | $621.7M | 216 | 5,600 |
| Jul 2017 | $621.7M | $0 | $621.7M | 216 | 5,600 |
| Jun 2017 | $855.7M | $234M | $621.7M | 222 | 5,600 |
| Mar 2017 | $855.7M | $234M | $621.7M | 222 | 5,600 |
| Mar 2017 | $855.7M | $234M | $621.7M | 222 | 5,600 |
| Mar 2017 | $634.1M | $277.7M | $356.4M | 242 | 5,600 |
| Jul 2016 | $634.1M | $277.7M | $356.4M | 242 | 5,600 |
| Apr 2016 | $634.1M | $277.7M | $356.4M | 242 | 5,600 |
| Mar 2016 | $634.1M | $277.7M | $356.4M | 242 | 5,600 |
| Apr 2015 | $359M | $0 | $359M | 265 | 5,500 |
| Mar 2015 | $359M | $0 | $359M | 265 | 5,500 |
| Mar 2014 | $516.8M | $0 | $516.8M | 265 | 4,600 |
| May 2013 | $249M | $0 | $249M | 255 | 2,500 |
| Mar 2013 | $249M | $0 | $249M | 255 | 2,500 |
| Mar 2012 | $249M | $0 | $249M | 51 | 2,100 |
| Aug 2011 | $182M | $0 | $182M | 51 | -- |
| Mar 2011 | $182M | $0 | $182M | 51 | -- |
| Jun 2010 | $180M | $0 | $180M | 51 | -- |
| Jun 2010 | $180M | $0 | $180M | 51 | -- |
| May 2010 | $180M | $0 | $180M | 51 | -- |
| Mar 2010 | $180M | $0 | $180M | 51 | -- |
| Mar 2009 | $173.6M | $0 | $173.6M | 51 | -- |
| Sep 2008 | $217.3M | $0 | $217.3M | 51 | -- |
| Oct 2007 | $1.5M | $0 | $1.5M | 51 | -- |
| Sep 2007 | $1.5M | $0 | $1.5M | 51 | -- |
| Aug 2007 | $1.5M | $0 | $1.5M | 51 | -- |
| Mar 2007 | $1.5M | $0 | $1.5M | 51 | -- |
DateSep 2018
Total AUM$760.9M
Discretionary$0
Non-Disc.$760.9M
Employees178
Clients0
DateMar 2018
Total AUM$760.9M
Discretionary$0
Non-Disc.$760.9M
Employees216
Clients0
DateAug 2017
Total AUM$621.7M
Discretionary$0
Non-Disc.$621.7M
Employees216
Clients5,600
DateJul 2017
Total AUM$621.7M
Discretionary$0
Non-Disc.$621.7M
Employees216
Clients5,600
DateJun 2017
Total AUM$855.7M
Discretionary$234M
Non-Disc.$621.7M
Employees222
Clients5,600
DateMar 2017
Total AUM$855.7M
Discretionary$234M
Non-Disc.$621.7M
Employees222
Clients5,600
DateMar 2017
Total AUM$855.7M
Discretionary$234M
Non-Disc.$621.7M
Employees222
Clients5,600
DateMar 2017
Total AUM$634.1M
Discretionary$277.7M
Non-Disc.$356.4M
Employees242
Clients5,600
DateJul 2016
Total AUM$634.1M
Discretionary$277.7M
Non-Disc.$356.4M
Employees242
Clients5,600
DateApr 2016
Total AUM$634.1M
Discretionary$277.7M
Non-Disc.$356.4M
Employees242
Clients5,600
DateMar 2016
Total AUM$634.1M
Discretionary$277.7M
Non-Disc.$356.4M
Employees242
Clients5,600
DateApr 2015
Total AUM$359M
Discretionary$0
Non-Disc.$359M
Employees265
Clients5,500
DateMar 2015
Total AUM$359M
Discretionary$0
Non-Disc.$359M
Employees265
Clients5,500
DateMar 2014
Total AUM$516.8M
Discretionary$0
Non-Disc.$516.8M
Employees265
Clients4,600
DateMay 2013
Total AUM$249M
Discretionary$0
Non-Disc.$249M
Employees255
Clients2,500
DateMar 2013
Total AUM$249M
Discretionary$0
Non-Disc.$249M
Employees255
Clients2,500
DateMar 2012
Total AUM$249M
Discretionary$0
Non-Disc.$249M
Employees51
Clients2,100
DateAug 2011
Total AUM$182M
Discretionary$0
Non-Disc.$182M
Employees51
Clients--
DateMar 2011
Total AUM$182M
Discretionary$0
Non-Disc.$182M
Employees51
Clients--
DateJun 2010
Total AUM$180M
Discretionary$0
Non-Disc.$180M
Employees51
Clients--
DateJun 2010
Total AUM$180M
Discretionary$0
Non-Disc.$180M
Employees51
Clients--
DateMay 2010
Total AUM$180M
Discretionary$0
Non-Disc.$180M
Employees51
Clients--
DateMar 2010
Total AUM$180M
Discretionary$0
Non-Disc.$180M
Employees51
Clients--
DateMar 2009
Total AUM$173.6M
Discretionary$0
Non-Disc.$173.6M
Employees51
Clients--
DateSep 2008
Total AUM$217.3M
Discretionary$0
Non-Disc.$217.3M
Employees51
Clients--
DateOct 2007
Total AUM$1.5M
Discretionary$0
Non-Disc.$1.5M
Employees51
Clients--
DateSep 2007
Total AUM$1.5M
Discretionary$0
Non-Disc.$1.5M
Employees51
Clients--
DateAug 2007
Total AUM$1.5M
Discretionary$0
Non-Disc.$1.5M
Employees51
Clients--
DateMar 2007
Total AUM$1.5M
Discretionary$0
Non-Disc.$1.5M
Employees51
Clients--