MCADAMS WRIGHT RAGEN, INC.
CRD #45899 SEC #801-55918 SEATTLE, WA 206-664-8850
SEC Registered Broker-Dealer Disclosures
Total AUM
$2.4B
Discretionary
$2.2B
Employees
51
Clients
26
Accounts
3,712
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2014 | $3.5B | $3.2B | $298.1M | 171 | 5,100 |
| May 2014 | $3.5B | $3.2B | $298.1M | 171 | 5,100 |
| Mar 2014 | $3.5B | $3.2B | $298.1M | 171 | 5,100 |
| Sep 2013 | $2.9B | $2.6B | $266.9M | 170 | 4,600 |
| Jun 2013 | $2.9B | $2.6B | $266.9M | 170 | 4,600 |
| Jun 2013 | $2.9B | $2.6B | $266.9M | 170 | 4,600 |
| Mar 2013 | $2.9B | $2.6B | $266.9M | 170 | 4,600 |
| Jan 2013 | $2.4B | $2.2B | $229.7M | 160 | 2,000 |
| Nov 2012 | $2.4B | $2.2B | $229.7M | 160 | 2,000 |
| Nov 2012 | $2.4B | $2.2B | $229.7M | 160 | 2,000 |
| Sep 2012 | $2.4B | $2.2B | $229.7M | 51 | 2,000 |
| Aug 2012 | $2.4B | $2.2B | $229.7M | 51 | 2,000 |
| Jul 2012 | $2.4B | $2.2B | $229.7M | 51 | 2,000 |
| May 2012 | $2.4B | $2.2B | $229.7M | 51 | 2,000 |
| Mar 2012 | $2.4B | $2.2B | $229.7M | 51 | 2,000 |
| Mar 2011 | $1.7B | $1.3B | $306.5M | 51 | -- |
| Dec 2010 | $701.2M | $522.6M | $178.5M | 51 | -- |
| Mar 2008 | $374.8M | $215.4M | $159.4M | 51 | -- |
| Oct 2007 | $349.4M | $121M | $228.4M | 51 | -- |
| Mar 2007 | $349.4M | $121M | $228.4M | 51 | -- |
| Feb 2006 | $204.7M | $84.2M | $120.5M | 51 | -- |
| Aug 2001 | $53.2M | $13.8M | $39.4M | -- | -- |
| Jul 2001 | $53.2M | $13.8M | $39.4M | -- | -- |
DateJul 2014
Total AUM$3.5B
Discretionary$3.2B
Non-Disc.$298.1M
Employees171
Clients5,100
DateMay 2014
Total AUM$3.5B
Discretionary$3.2B
Non-Disc.$298.1M
Employees171
Clients5,100
DateMar 2014
Total AUM$3.5B
Discretionary$3.2B
Non-Disc.$298.1M
Employees171
Clients5,100
DateSep 2013
Total AUM$2.9B
Discretionary$2.6B
Non-Disc.$266.9M
Employees170
Clients4,600
DateJun 2013
Total AUM$2.9B
Discretionary$2.6B
Non-Disc.$266.9M
Employees170
Clients4,600
DateJun 2013
Total AUM$2.9B
Discretionary$2.6B
Non-Disc.$266.9M
Employees170
Clients4,600
DateMar 2013
Total AUM$2.9B
Discretionary$2.6B
Non-Disc.$266.9M
Employees170
Clients4,600
DateJan 2013
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$229.7M
Employees160
Clients2,000
DateNov 2012
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$229.7M
Employees160
Clients2,000
DateNov 2012
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$229.7M
Employees160
Clients2,000
DateSep 2012
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$229.7M
Employees51
Clients2,000
DateAug 2012
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$229.7M
Employees51
Clients2,000
DateJul 2012
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$229.7M
Employees51
Clients2,000
DateMay 2012
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$229.7M
Employees51
Clients2,000
DateMar 2012
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$229.7M
Employees51
Clients2,000
DateMar 2011
Total AUM$1.7B
Discretionary$1.3B
Non-Disc.$306.5M
Employees51
Clients--
DateDec 2010
Total AUM$701.2M
Discretionary$522.6M
Non-Disc.$178.5M
Employees51
Clients--
DateMar 2008
Total AUM$374.8M
Discretionary$215.4M
Non-Disc.$159.4M
Employees51
Clients--
DateOct 2007
Total AUM$349.4M
Discretionary$121M
Non-Disc.$228.4M
Employees51
Clients--
DateMar 2007
Total AUM$349.4M
Discretionary$121M
Non-Disc.$228.4M
Employees51
Clients--
DateFeb 2006
Total AUM$204.7M
Discretionary$84.2M
Non-Disc.$120.5M
Employees51
Clients--
DateAug 2001
Total AUM$53.2M
Discretionary$13.8M
Non-Disc.$39.4M
Employees--
Clients--
DateJul 2001
Total AUM$53.2M
Discretionary$13.8M
Non-Disc.$39.4M
Employees--
Clients--