VALIC FINANCIAL ADVISORS, INC.
CRD #42803 SEC #801-54952 HOUSTON, TX 866-544-4968
SEC Registered Broker-Dealer Disclosures
Total AUM
$26.4B
Discretionary
$26.4B
Employees
1,633
Clients
11
Accounts
293,993
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $26.4B | $26.4B | $0 | 1,633 | 18 |
| Nov 2025 | $26.4B | $26.4B | $0 | 1,633 | 18 |
| Nov 2025 | $26.4B | $26.4B | $0 | 1,633 | 18 |
| Sep 2025 | $26.4B | $26.4B | $0 | 1,633 | 18 |
| Aug 2025 | $26.4B | $26.4B | $0 | 1,633 | 18 |
| Jul 2025 | $26.4B | $26.4B | $0 | 1,633 | 18 |
| May 2025 | $26.4B | $26.4B | $0 | 1,633 | 18 |
| Mar 2025 | $26.4B | $26.4B | $0 | 1,633 | 18 |
| Jan 2025 | $25.2B | $25.2B | $0 | 1,713 | 12 |
| Jan 2025 | $25.2B | $25.2B | $0 | 1,713 | 12 |
| Nov 2024 | $25.2B | $25.2B | $0 | 1,713 | 12 |
| Nov 2024 | $25.2B | $25.2B | $0 | 1,713 | 12 |
| Nov 2024 | $25.2B | $25.2B | $0 | 1,713 | 12 |
| Oct 2024 | $25.2B | $25.2B | $0 | 1,713 | 12 |
| Oct 2024 | $25.2B | $25.2B | $0 | 1,713 | 12 |
| Sep 2024 | $25.2B | $25.2B | $0 | 1,713 | 12 |
| Jul 2024 | $25.2B | $25.2B | $0 | 1,713 | 12 |
| May 2024 | $25.2B | $25.2B | $0 | 1,713 | 12 |
| Apr 2024 | $25.2B | $25.2B | $0 | 1,713 | 12 |
| Mar 2024 | $25.2B | $25.2B | $0 | 1,713 | 12 |
| Jan 2024 | $23.2B | $23.2B | $0 | 1,880 | 0 |
| Nov 2023 | $23.2B | $23.2B | $0 | 1,880 | 0 |
| Nov 2023 | $23.2B | $23.2B | $0 | 1,880 | 0 |
| Oct 2023 | $23.2B | $23.2B | $0 | 1,880 | 0 |
| Oct 2023 | $23.2B | $23.2B | $0 | 1,880 | 0 |
| Jul 2023 | $23.2B | $23.2B | $0 | 1,880 | 0 |
| Mar 2023 | $23.2B | $23.2B | $0 | 1,880 | 0 |
| Feb 2023 | $26.9B | $26.9B | $0 | 2,020 | 0 |
| Jan 2023 | $26.9B | $26.9B | $0 | 2,020 | 0 |
| Dec 2022 | $26.9B | $26.9B | $0 | 2,020 | 0 |
| Dec 2022 | $26.9B | $26.9B | $0 | 2,020 | 0 |
| Nov 2022 | $26.9B | $26.9B | $0 | 2,020 | 0 |
| Nov 2022 | $26.9B | $26.9B | $0 | 2,020 | 0 |
| Nov 2022 | $26.9B | $26.9B | $0 | 2,020 | 0 |
| Oct 2022 | $26.9B | $26.9B | $0 | 2,020 | 0 |
| Apr 2022 | $26.9B | $26.9B | $0 | 2,020 | 0 |
| Mar 2022 | $26.9B | $26.9B | $0 | 2,020 | 0 |
| Jan 2022 | $23.3B | $23.3B | $0 | 2,027 | 0 |
| Dec 2021 | $23.3B | $23.3B | $0 | 2,027 | 0 |
| Oct 2021 | $23.3B | $23.3B | $0 | 2,027 | 0 |
| Oct 2021 | $23.3B | $23.3B | $0 | 2,027 | 0 |
| Jul 2021 | $23.3B | $23.3B | $0 | 2,027 | 0 |
| Jul 2021 | $23.3B | $23.3B | $0 | 2,027 | 0 |
| Jul 2021 | $23.3B | $23.3B | $0 | 2,027 | 0 |
| Apr 2021 | $23.3B | $23.3B | $0 | 2,027 | 0 |
| Feb 2021 | $21.1B | $21.1B | $0 | 2,168 | 114 |
| Feb 2021 | $21.1B | $21.1B | $0 | 2,168 | 114 |
| Jan 2021 | $21.1B | $21.1B | $0 | 2,168 | 114 |
| Aug 2020 | $21.1B | $21.1B | $0 | 2,168 | 114 |
| Aug 2020 | $21.1B | $21.1B | $0 | 2,168 | 114 |
| Jun 2020 | $21.1B | $21.1B | $0 | 2,168 | 114 |
| Mar 2020 | $21.1B | $21.1B | $0 | 2,168 | 114 |
| Dec 2019 | $19.9B | $19.9B | $0 | 2,115 | 26 |
| Apr 2019 | $17.6B | $17.6B | $0 | 2,115 | 26 |
| Mar 2019 | $17.6B | $17.6B | $0 | 2,115 | 26 |
| Mar 2019 | $19B | $19B | $0 | 1,592 | 59 |
| Feb 2019 | $19B | $19B | $0 | 1,592 | 59 |
| Dec 2018 | $19B | $19B | $0 | 1,592 | 59 |
| Dec 2018 | $19B | $19B | $0 | 1,592 | 59 |
| Oct 2018 | $19B | $19B | $0 | 1,592 | 59 |
| Aug 2018 | $19B | $19B | $0 | 1,592 | 59 |
| Mar 2018 | $24.7B | $15.8B | $8.9B | 1,592 | 27 |
| Feb 2018 | $24.7B | $15.8B | $8.9B | 1,592 | 27 |
| Jan 2018 | $24.7B | $15.8B | $8.9B | 1,592 | 27 |
| Jan 2018 | $24.7B | $15.8B | $8.9B | 1,592 | 27 |
| Jun 2017 | $24.7B | $15.8B | $8.9B | 1,592 | 280,200 |
| May 2017 | $24.7B | $15.8B | $8.9B | 1,592 | 280,200 |
| Mar 2017 | $24.7B | $15.8B | $8.9B | 1,592 | 280,200 |
| Mar 2017 | $22.7B | $15B | $7.7B | 1,497 | 353,506 |
| Mar 2017 | $22.7B | $15B | $7.7B | 1,497 | 353,506 |
| Jan 2017 | $22.7B | $15B | $7.7B | 1,497 | 353,506 |
| Jan 2017 | $22.7B | $15B | $7.7B | 1,497 | 353,506 |
| Dec 2016 | $22.7B | $15B | $7.7B | 1,497 | 353,506 |
| Jun 2016 | $22.7B | $15B | $7.7B | 1,497 | 353,506 |
| Jun 2016 | $22.7B | $15B | $7.7B | 1,497 | 353,506 |
| Mar 2016 | $22.7B | $15B | $7.7B | 1,497 | 353,506 |
| Jan 2016 | $21.7B | $15.5B | $6.2B | 1,635 | 270,270 |
| Oct 2015 | $21.7B | $15.5B | $6.2B | 1,635 | 270,270 |
| Sep 2015 | $21.7B | $15.5B | $6.2B | 1,635 | 270,270 |
| Mar 2015 | $21.7B | $15.5B | $6.2B | 1,635 | 270,270 |
| Mar 2015 | $21.7B | $15.5B | $6.2B | 1,635 | 270,270 |
| Mar 2015 | $21.7B | $15.5B | $6.2B | 1,635 | 270,270 |
| Sep 2014 | $14.2B | $14.2B | $5M | 1,609 | 322,000 |
| Jul 2014 | $14.2B | $14.2B | $5M | 1,609 | 322,000 |
| Jun 2014 | $14.2B | $14.2B | $5M | 1,609 | 322,000 |
| Apr 2014 | $14.2B | $14.2B | $5M | 1,609 | 322,000 |
| Dec 2013 | $13.3B | $13.3B | $4.5M | 1,609 | 301,820 |
| Oct 2013 | $13.3B | $13.3B | $4.5M | 1,609 | 301,820 |
| Oct 2013 | $13.3B | $13.3B | $4.5M | 1,609 | 301,820 |
| Jul 2013 | $12.3B | $12.3B | $4.9M | 1,609 | 301,820 |
| Jul 2013 | $12.3B | $12.3B | $4.9M | 1,609 | 301,820 |
| Apr 2013 | $11.1B | $11.1B | $5.9M | 1,609 | 301,820 |
| Mar 2013 | $10.3B | $10.3B | $0 | 1,585 | 321,318 |
| Feb 2013 | $9.5B | $9.5B | $7M | 1,585 | 321,318 |
| Jan 2013 | $9.5B | $9.5B | $7M | 1,585 | 321,318 |
| Jan 2013 | $9.5B | $9.5B | $7M | 1,585 | 321,318 |
| Jan 2013 | $9.5B | $9.5B | $7M | 1,585 | 321,318 |
| Dec 2012 | $9.5B | $9.5B | $7M | 1,585 | 321,318 |
| Dec 2012 | $9.5B | $9.5B | $7M | 1,585 | 321,318 |
| Oct 2012 | $9.5B | $9.5B | $7M | -- | 321,318 |
| May 2012 | $9.5B | $9.5B | $7M | -- | 321,318 |
| Apr 2012 | $9.5B | $9.5B | $7M | -- | 321,318 |
| Mar 2012 | $9.5B | $9.5B | $7M | -- | 321,318 |
| Mar 2011 | $9.4B | $9.4B | $0 | -- | -- |
| Jan 2011 | $8.7B | $8.7B | $0 | -- | -- |
| Jan 2011 | $8.7B | $8.7B | $0 | -- | -- |
| Aug 2010 | $7.9B | $7.9B | $0 | -- | -- |
| Mar 2010 | $8.1B | $8.1B | $0 | -- | -- |
| Jul 2009 | $6.9B | $6.9B | $0 | -- | -- |
| Apr 2009 | $5.9B | $5.9B | $0 | -- | -- |
| Jan 2008 | $9.2B | $9.2B | $0 | -- | -- |
| Jan 2008 | $8.8B | $8.8B | $0 | -- | -- |
| Oct 2007 | $8.8B | $8.8B | $0 | -- | -- |
| Oct 2007 | $8.8B | $8.8B | $0 | -- | -- |
| Oct 2007 | $8.8B | $8.8B | $0 | -- | -- |
| May 2007 | $7.2B | $7.2B | $0 | -- | -- |
| Mar 2007 | $6.4B | $6.4B | $0 | -- | -- |
| Mar 2006 | $3.8B | $3.8B | $0 | -- | -- |
| Feb 2006 | $3.8B | $3.8B | $0 | -- | -- |
| Feb 2006 | $3.8B | $3.8B | $0 | -- | -- |
| Nov 2005 | $3.3B | $3.3B | $0 | -- | -- |
| Oct 2005 | $3.3B | $3.3B | $0 | -- | -- |
| May 2005 | $2.2B | $2.2B | $0 | -- | -- |
| Feb 2005 | $1.9B | $1.9B | $0 | -- | -- |
| Dec 2004 | $1.4B | $1.4B | $0 | -- | -- |
| Jul 2004 | $1B | $1B | $0 | -- | -- |
| May 2004 | $716.5M | $716.5M | $0 | -- | -- |
| Mar 2004 | $486.2M | $486.2M | $0 | -- | -- |
| Oct 2003 | $226.9M | $226.9M | $0 | -- | -- |
| Oct 2001 | $0 | $0 | $0 | -- | -- |
| Sep 2001 | $0 | $0 | $0 | -- | -- |
| Jun 2001 | $0 | $0 | $0 | -- | -- |
DateDec 2025
Total AUM$26.4B
Discretionary$26.4B
Non-Disc.$0
Employees1,633
Clients18
DateNov 2025
Total AUM$26.4B
Discretionary$26.4B
Non-Disc.$0
Employees1,633
Clients18
DateNov 2025
Total AUM$26.4B
Discretionary$26.4B
Non-Disc.$0
Employees1,633
Clients18
DateSep 2025
Total AUM$26.4B
Discretionary$26.4B
Non-Disc.$0
Employees1,633
Clients18
DateAug 2025
Total AUM$26.4B
Discretionary$26.4B
Non-Disc.$0
Employees1,633
Clients18
DateJul 2025
Total AUM$26.4B
Discretionary$26.4B
Non-Disc.$0
Employees1,633
Clients18
DateMay 2025
Total AUM$26.4B
Discretionary$26.4B
Non-Disc.$0
Employees1,633
Clients18
DateMar 2025
Total AUM$26.4B
Discretionary$26.4B
Non-Disc.$0
Employees1,633
Clients18
DateJan 2025
Total AUM$25.2B
Discretionary$25.2B
Non-Disc.$0
Employees1,713
Clients12
DateJan 2025
Total AUM$25.2B
Discretionary$25.2B
Non-Disc.$0
Employees1,713
Clients12
DateNov 2024
Total AUM$25.2B
Discretionary$25.2B
Non-Disc.$0
Employees1,713
Clients12
DateNov 2024
Total AUM$25.2B
Discretionary$25.2B
Non-Disc.$0
Employees1,713
Clients12
DateNov 2024
Total AUM$25.2B
Discretionary$25.2B
Non-Disc.$0
Employees1,713
Clients12
DateOct 2024
Total AUM$25.2B
Discretionary$25.2B
Non-Disc.$0
Employees1,713
Clients12
DateOct 2024
Total AUM$25.2B
Discretionary$25.2B
Non-Disc.$0
Employees1,713
Clients12
DateSep 2024
Total AUM$25.2B
Discretionary$25.2B
Non-Disc.$0
Employees1,713
Clients12
DateJul 2024
Total AUM$25.2B
Discretionary$25.2B
Non-Disc.$0
Employees1,713
Clients12
DateMay 2024
Total AUM$25.2B
Discretionary$25.2B
Non-Disc.$0
Employees1,713
Clients12
DateApr 2024
Total AUM$25.2B
Discretionary$25.2B
Non-Disc.$0
Employees1,713
Clients12
DateMar 2024
Total AUM$25.2B
Discretionary$25.2B
Non-Disc.$0
Employees1,713
Clients12
DateJan 2024
Total AUM$23.2B
Discretionary$23.2B
Non-Disc.$0
Employees1,880
Clients0
DateNov 2023
Total AUM$23.2B
Discretionary$23.2B
Non-Disc.$0
Employees1,880
Clients0
DateNov 2023
Total AUM$23.2B
Discretionary$23.2B
Non-Disc.$0
Employees1,880
Clients0
DateOct 2023
Total AUM$23.2B
Discretionary$23.2B
Non-Disc.$0
Employees1,880
Clients0
DateOct 2023
Total AUM$23.2B
Discretionary$23.2B
Non-Disc.$0
Employees1,880
Clients0
DateJul 2023
Total AUM$23.2B
Discretionary$23.2B
Non-Disc.$0
Employees1,880
Clients0
DateMar 2023
Total AUM$23.2B
Discretionary$23.2B
Non-Disc.$0
Employees1,880
Clients0
DateFeb 2023
Total AUM$26.9B
Discretionary$26.9B
Non-Disc.$0
Employees2,020
Clients0
DateJan 2023
Total AUM$26.9B
Discretionary$26.9B
Non-Disc.$0
Employees2,020
Clients0
DateDec 2022
Total AUM$26.9B
Discretionary$26.9B
Non-Disc.$0
Employees2,020
Clients0
DateDec 2022
Total AUM$26.9B
Discretionary$26.9B
Non-Disc.$0
Employees2,020
Clients0
DateNov 2022
Total AUM$26.9B
Discretionary$26.9B
Non-Disc.$0
Employees2,020
Clients0
DateNov 2022
Total AUM$26.9B
Discretionary$26.9B
Non-Disc.$0
Employees2,020
Clients0
DateNov 2022
Total AUM$26.9B
Discretionary$26.9B
Non-Disc.$0
Employees2,020
Clients0
DateOct 2022
Total AUM$26.9B
Discretionary$26.9B
Non-Disc.$0
Employees2,020
Clients0
DateApr 2022
Total AUM$26.9B
Discretionary$26.9B
Non-Disc.$0
Employees2,020
Clients0
DateMar 2022
Total AUM$26.9B
Discretionary$26.9B
Non-Disc.$0
Employees2,020
Clients0
DateJan 2022
Total AUM$23.3B
Discretionary$23.3B
Non-Disc.$0
Employees2,027
Clients0
DateDec 2021
Total AUM$23.3B
Discretionary$23.3B
Non-Disc.$0
Employees2,027
Clients0
DateOct 2021
Total AUM$23.3B
Discretionary$23.3B
Non-Disc.$0
Employees2,027
Clients0
DateOct 2021
Total AUM$23.3B
Discretionary$23.3B
Non-Disc.$0
Employees2,027
Clients0
DateJul 2021
Total AUM$23.3B
Discretionary$23.3B
Non-Disc.$0
Employees2,027
Clients0
DateJul 2021
Total AUM$23.3B
Discretionary$23.3B
Non-Disc.$0
Employees2,027
Clients0
DateJul 2021
Total AUM$23.3B
Discretionary$23.3B
Non-Disc.$0
Employees2,027
Clients0
DateApr 2021
Total AUM$23.3B
Discretionary$23.3B
Non-Disc.$0
Employees2,027
Clients0
DateFeb 2021
Total AUM$21.1B
Discretionary$21.1B
Non-Disc.$0
Employees2,168
Clients114
DateFeb 2021
Total AUM$21.1B
Discretionary$21.1B
Non-Disc.$0
Employees2,168
Clients114
DateJan 2021
Total AUM$21.1B
Discretionary$21.1B
Non-Disc.$0
Employees2,168
Clients114
DateAug 2020
Total AUM$21.1B
Discretionary$21.1B
Non-Disc.$0
Employees2,168
Clients114
DateAug 2020
Total AUM$21.1B
Discretionary$21.1B
Non-Disc.$0
Employees2,168
Clients114
DateJun 2020
Total AUM$21.1B
Discretionary$21.1B
Non-Disc.$0
Employees2,168
Clients114
DateMar 2020
Total AUM$21.1B
Discretionary$21.1B
Non-Disc.$0
Employees2,168
Clients114
DateDec 2019
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$0
Employees2,115
Clients26
DateApr 2019
Total AUM$17.6B
Discretionary$17.6B
Non-Disc.$0
Employees2,115
Clients26
DateMar 2019
Total AUM$17.6B
Discretionary$17.6B
Non-Disc.$0
Employees2,115
Clients26
DateMar 2019
Total AUM$19B
Discretionary$19B
Non-Disc.$0
Employees1,592
Clients59
DateFeb 2019
Total AUM$19B
Discretionary$19B
Non-Disc.$0
Employees1,592
Clients59
DateDec 2018
Total AUM$19B
Discretionary$19B
Non-Disc.$0
Employees1,592
Clients59
DateDec 2018
Total AUM$19B
Discretionary$19B
Non-Disc.$0
Employees1,592
Clients59
DateOct 2018
Total AUM$19B
Discretionary$19B
Non-Disc.$0
Employees1,592
Clients59
DateAug 2018
Total AUM$19B
Discretionary$19B
Non-Disc.$0
Employees1,592
Clients59
DateMar 2018
Total AUM$24.7B
Discretionary$15.8B
Non-Disc.$8.9B
Employees1,592
Clients27
DateFeb 2018
Total AUM$24.7B
Discretionary$15.8B
Non-Disc.$8.9B
Employees1,592
Clients27
DateJan 2018
Total AUM$24.7B
Discretionary$15.8B
Non-Disc.$8.9B
Employees1,592
Clients27
DateJan 2018
Total AUM$24.7B
Discretionary$15.8B
Non-Disc.$8.9B
Employees1,592
Clients27
DateJun 2017
Total AUM$24.7B
Discretionary$15.8B
Non-Disc.$8.9B
Employees1,592
Clients280,200
DateMay 2017
Total AUM$24.7B
Discretionary$15.8B
Non-Disc.$8.9B
Employees1,592
Clients280,200
DateMar 2017
Total AUM$24.7B
Discretionary$15.8B
Non-Disc.$8.9B
Employees1,592
Clients280,200
DateMar 2017
Total AUM$22.7B
Discretionary$15B
Non-Disc.$7.7B
Employees1,497
Clients353,506
DateMar 2017
Total AUM$22.7B
Discretionary$15B
Non-Disc.$7.7B
Employees1,497
Clients353,506
DateJan 2017
Total AUM$22.7B
Discretionary$15B
Non-Disc.$7.7B
Employees1,497
Clients353,506
DateJan 2017
Total AUM$22.7B
Discretionary$15B
Non-Disc.$7.7B
Employees1,497
Clients353,506
DateDec 2016
Total AUM$22.7B
Discretionary$15B
Non-Disc.$7.7B
Employees1,497
Clients353,506
DateJun 2016
Total AUM$22.7B
Discretionary$15B
Non-Disc.$7.7B
Employees1,497
Clients353,506
DateJun 2016
Total AUM$22.7B
Discretionary$15B
Non-Disc.$7.7B
Employees1,497
Clients353,506
DateMar 2016
Total AUM$22.7B
Discretionary$15B
Non-Disc.$7.7B
Employees1,497
Clients353,506
DateJan 2016
Total AUM$21.7B
Discretionary$15.5B
Non-Disc.$6.2B
Employees1,635
Clients270,270
DateOct 2015
Total AUM$21.7B
Discretionary$15.5B
Non-Disc.$6.2B
Employees1,635
Clients270,270
DateSep 2015
Total AUM$21.7B
Discretionary$15.5B
Non-Disc.$6.2B
Employees1,635
Clients270,270
DateMar 2015
Total AUM$21.7B
Discretionary$15.5B
Non-Disc.$6.2B
Employees1,635
Clients270,270
DateMar 2015
Total AUM$21.7B
Discretionary$15.5B
Non-Disc.$6.2B
Employees1,635
Clients270,270
DateMar 2015
Total AUM$21.7B
Discretionary$15.5B
Non-Disc.$6.2B
Employees1,635
Clients270,270
DateSep 2014
Total AUM$14.2B
Discretionary$14.2B
Non-Disc.$5M
Employees1,609
Clients322,000
DateJul 2014
Total AUM$14.2B
Discretionary$14.2B
Non-Disc.$5M
Employees1,609
Clients322,000
DateJun 2014
Total AUM$14.2B
Discretionary$14.2B
Non-Disc.$5M
Employees1,609
Clients322,000
DateApr 2014
Total AUM$14.2B
Discretionary$14.2B
Non-Disc.$5M
Employees1,609
Clients322,000
DateDec 2013
Total AUM$13.3B
Discretionary$13.3B
Non-Disc.$4.5M
Employees1,609
Clients301,820
DateOct 2013
Total AUM$13.3B
Discretionary$13.3B
Non-Disc.$4.5M
Employees1,609
Clients301,820
DateOct 2013
Total AUM$13.3B
Discretionary$13.3B
Non-Disc.$4.5M
Employees1,609
Clients301,820
DateJul 2013
Total AUM$12.3B
Discretionary$12.3B
Non-Disc.$4.9M
Employees1,609
Clients301,820
DateJul 2013
Total AUM$12.3B
Discretionary$12.3B
Non-Disc.$4.9M
Employees1,609
Clients301,820
DateApr 2013
Total AUM$11.1B
Discretionary$11.1B
Non-Disc.$5.9M
Employees1,609
Clients301,820
DateMar 2013
Total AUM$10.3B
Discretionary$10.3B
Non-Disc.$0
Employees1,585
Clients321,318
DateFeb 2013
Total AUM$9.5B
Discretionary$9.5B
Non-Disc.$7M
Employees1,585
Clients321,318
DateJan 2013
Total AUM$9.5B
Discretionary$9.5B
Non-Disc.$7M
Employees1,585
Clients321,318
DateJan 2013
Total AUM$9.5B
Discretionary$9.5B
Non-Disc.$7M
Employees1,585
Clients321,318
DateJan 2013
Total AUM$9.5B
Discretionary$9.5B
Non-Disc.$7M
Employees1,585
Clients321,318
DateDec 2012
Total AUM$9.5B
Discretionary$9.5B
Non-Disc.$7M
Employees1,585
Clients321,318
DateDec 2012
Total AUM$9.5B
Discretionary$9.5B
Non-Disc.$7M
Employees1,585
Clients321,318
DateOct 2012
Total AUM$9.5B
Discretionary$9.5B
Non-Disc.$7M
Employees--
Clients321,318
DateMay 2012
Total AUM$9.5B
Discretionary$9.5B
Non-Disc.$7M
Employees--
Clients321,318
DateApr 2012
Total AUM$9.5B
Discretionary$9.5B
Non-Disc.$7M
Employees--
Clients321,318
DateMar 2012
Total AUM$9.5B
Discretionary$9.5B
Non-Disc.$7M
Employees--
Clients321,318
DateMar 2011
Total AUM$9.4B
Discretionary$9.4B
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$8.7B
Discretionary$8.7B
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$8.7B
Discretionary$8.7B
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$7.9B
Discretionary$7.9B
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$8.1B
Discretionary$8.1B
Non-Disc.$0
Employees--
Clients--
DateJul 2009
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$9.2B
Discretionary$9.2B
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$8.8B
Discretionary$8.8B
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$8.8B
Discretionary$8.8B
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$8.8B
Discretionary$8.8B
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$8.8B
Discretionary$8.8B
Non-Disc.$0
Employees--
Clients--
DateMay 2007
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees--
Clients--
DateNov 2005
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees--
Clients--
DateOct 2005
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees--
Clients--
DateFeb 2005
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees--
Clients--
DateDec 2004
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateJul 2004
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees--
Clients--
DateMay 2004
Total AUM$716.5M
Discretionary$716.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$486.2M
Discretionary$486.2M
Non-Disc.$0
Employees--
Clients--
DateOct 2003
Total AUM$226.9M
Discretionary$226.9M
Non-Disc.$0
Employees--
Clients--
DateOct 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateSep 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateJun 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--