PRUCO SECURITIES, LLC
CRD #5685 SEC #801-52208 NEWARK, NJ 973-802-6000
SEC Registered Broker-Dealer Disclosures
Total AUM
--
Discretionary
--
Employees
387
Clients
--
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2024 | $16.4B | $4B | $12.4B | 2,700 | 2,286 |
| May 2024 | $16.4B | $4B | $12.4B | 2,700 | 2,286 |
| May 2024 | $16.4B | $4B | $12.4B | 2,700 | 2,286 |
| Mar 2024 | $16.4B | $4B | $12.4B | 2,700 | 2,286 |
| Jan 2024 | $14B | $2.9B | $11.1B | 2,500 | 1,913 |
| Dec 2023 | $14B | $2.9B | $11.1B | 2,500 | 1,913 |
| Oct 2023 | $14B | $2.9B | $11.1B | 2,500 | 1,913 |
| Mar 2023 | $14B | $2.9B | $11.1B | 2,500 | 1,913 |
| Mar 2023 | $15B | $2.4B | $12.5B | 2,600 | 1,652 |
| Dec 2022 | $15B | $2.4B | $12.5B | 2,600 | 1,652 |
| Dec 2022 | $15B | $2.4B | $12.5B | 2,600 | 1,652 |
| Nov 2022 | $15B | $2.4B | $12.5B | 2,600 | 1,652 |
| Nov 2022 | $15B | $2.4B | $12.5B | 2,600 | 1,652 |
| Aug 2022 | $15B | $2.4B | $12.5B | 2,600 | 1,652 |
| Jul 2022 | $15B | $2.4B | $12.5B | 2,600 | 1,652 |
| Jul 2022 | $15B | $2.4B | $12.5B | 2,600 | 1,652 |
| May 2022 | $15B | $2.4B | $12.5B | 2,600 | 1,652 |
| May 2022 | $15B | $2.4B | $12.5B | 2,600 | 1,652 |
| Apr 2022 | $15B | $2.4B | $12.5B | 2,600 | 1,652 |
| Mar 2022 | $15B | $2.4B | $12.5B | 2,600 | 1,652 |
| Feb 2022 | $11.2B | $1.4B | $9.9B | 2,600 | 1,262 |
| Jan 2022 | $11.2B | $1.4B | $9.9B | 2,600 | 1,262 |
| Dec 2021 | $11.2B | $1.4B | $9.9B | 2,600 | 1,262 |
| Dec 2021 | $11.2B | $1.4B | $9.9B | 2,600 | 1,262 |
| Sep 2021 | $11.2B | $1.4B | $9.9B | 2,600 | 1,262 |
| Aug 2021 | $11.2B | $1.4B | $9.9B | 2,600 | 1,262 |
| Jul 2021 | $11.2B | $1.4B | $9.9B | 2,600 | 1,262 |
| May 2021 | $11.2B | $1.4B | $9.9B | 2,600 | 1,262 |
| Mar 2021 | $11.2B | $1.4B | $9.9B | 2,600 | 1,262 |
| Feb 2021 | $8.7B | $566M | $8.2B | 2,600 | 1,065 |
| Feb 2021 | $8.7B | $566M | $8.2B | 2,600 | 1,065 |
| Feb 2021 | $8.7B | $566M | $8.2B | 2,600 | 1,065 |
| Sep 2020 | $8.7B | $566M | $8.2B | 2,600 | 1,065 |
| Sep 2020 | $8.7B | $566M | $8.2B | 2,600 | 1,065 |
| Aug 2020 | $8.7B | $566M | $8.2B | 2,600 | 1,065 |
| Jun 2020 | $8.7B | $566M | $8.2B | 2,600 | 1,065 |
| Apr 2020 | $8.7B | $566M | $8.2B | 2,600 | 1,065 |
| Mar 2020 | $8.7B | $566M | $8.2B | 2,600 | 1,065 |
| Feb 2020 | $6.5B | $179.5M | $6.4B | 2,600 | 990 |
| Oct 2019 | $6.5B | $179.5M | $6.4B | 2,600 | 990 |
| Sep 2019 | $6.5B | $179.5M | $6.4B | 2,600 | 990 |
| Aug 2019 | $6.5B | $179.5M | $6.4B | 2,600 | 990 |
| Jul 2019 | $6.5B | $179.5M | $6.4B | 2,600 | 990 |
| Mar 2019 | $6.5B | $179.5M | $6.4B | 2,600 | 990 |
| Feb 2019 | $6.3B | $150.3K | $6.3B | 2,600 | 971 |
| Jan 2019 | $6.3B | $150.3K | $6.3B | 2,600 | 971 |
| Dec 2018 | $6.3B | $150.3K | $6.3B | 2,600 | 971 |
| Oct 2018 | $6.3B | $150.3K | $6.3B | 2,600 | 971 |
| Aug 2018 | $6.3B | $150.3K | $6.3B | 2,600 | 971 |
| Jul 2018 | $6.3B | $150.3K | $6.3B | 2,600 | 971 |
| Apr 2018 | $6.3B | $150.3K | $6.3B | 2,600 | 971 |
| Mar 2018 | $6.3B | $150.3K | $6.3B | 2,600 | 971 |
| Dec 2017 | $5.2B | $0 | $5.2B | 2,150 | 942 |
| Oct 2017 | $5.2B | $0 | $5.2B | 2,150 | 942 |
| Sep 2017 | $5.2B | $0 | $5.2B | 2,150 | 33,000 |
| Sep 2017 | $5.2B | $0 | $5.2B | 2,150 | 33,000 |
| Jul 2017 | $5.2B | $0 | $5.2B | 2,150 | 33,000 |
| Jun 2017 | $5.2B | $0 | $5.2B | 2,150 | 33,000 |
| May 2017 | $5.2B | $0 | $5.2B | 2,150 | 33,000 |
| May 2017 | $5.2B | $0 | $5.2B | 2,150 | 33,000 |
| Apr 2017 | $5.2B | $0 | $5.2B | 2,150 | 33,000 |
| Mar 2017 | $5.2B | $0 | $5.2B | 2,150 | 33,000 |
| Jan 2017 | $4.9B | $0 | $4.9B | 1,804 | 41,779 |
| Dec 2016 | $4.9B | $0 | $4.9B | 1,804 | 41,779 |
| Nov 2016 | $4.9B | $0 | $4.9B | 1,804 | 41,779 |
| Jun 2016 | $4.9B | $0 | $4.9B | 1,804 | 41,779 |
| Jun 2016 | $4.9B | $0 | $4.9B | 1,804 | 41,779 |
| Jun 2016 | $4.9B | $0 | $4.9B | 1,804 | 41,779 |
| May 2016 | $4.9B | $0 | $4.9B | 1,804 | 41,779 |
| Apr 2016 | $4.9B | $0 | $4.9B | 1,804 | 41,779 |
| Mar 2016 | $4.9B | $0 | $4.9B | 1,804 | 41,779 |
| Dec 2015 | $4.9B | $506.9M | $4.4B | 1,596 | 47,136 |
| Sep 2015 | $4.9B | $506.9M | $4.4B | 1,596 | 47,136 |
| Aug 2015 | $4.9B | $506.9M | $4.4B | 1,596 | 47,136 |
| Aug 2015 | $4.9B | $506.9M | $4.4B | 1,596 | 47,136 |
| Jul 2015 | $4.9B | $506.9M | $4.4B | 1,596 | 47,136 |
| Mar 2015 | $4.9B | $506.9M | $4.4B | 1,596 | 47,136 |
| Feb 2015 | $4.2B | $442.9M | $3.7B | 1,572 | 38,000 |
| Nov 2014 | $4.2B | $442.9M | $3.7B | 1,572 | 38,000 |
| Aug 2014 | $4.2B | $442.9M | $3.7B | 1,572 | 38,000 |
| Jun 2014 | $4.2B | $442.9M | $3.7B | 1,572 | 38,000 |
| Mar 2014 | $4.2B | $442.9M | $3.7B | 1,572 | 38,000 |
| Nov 2013 | $3.4B | $406.8M | $3B | 1,506 | 34,000 |
| Jul 2013 | $3.4B | $406.8M | $3B | 1,506 | 34,000 |
| Jun 2013 | $3.4B | $406.8M | $3B | 1,506 | 34,000 |
| May 2013 | $3.4B | $406.8M | $3B | 1,506 | 34,000 |
| Apr 2013 | $3.4B | $406.8M | $3B | 1,506 | 34,000 |
| Mar 2013 | $3.4B | $406.8M | $3B | 1,506 | 34,000 |
| Jan 2013 | $2.9B | $439.9M | $2.5B | 1,458 | 31,500 |
| Jan 2013 | $2.9B | $439.9M | $2.5B | 1,458 | 31,500 |
| Dec 2012 | $2.9B | $439.9M | $2.5B | 1,458 | 31,500 |
| Oct 2012 | $2.9B | $439.9M | $2.5B | -- | 31,500 |
| Aug 2012 | $2.9B | $439.9M | $2.5B | -- | 31,500 |
| Aug 2012 | $2.9B | $439.9M | $2.5B | -- | 31,500 |
| May 2012 | $2.9B | $439.9M | $2.5B | -- | 31,500 |
| Mar 2012 | $2.9B | $439.9M | $2.5B | -- | 31,500 |
| Aug 2011 | $2.7B | $421.2M | $2.3B | -- | -- |
| Jun 2011 | $2.7B | $421.2M | $2.3B | -- | -- |
| May 2011 | $2.7B | $421.2M | $2.3B | -- | -- |
| Mar 2011 | $2.7B | $421.2M | $2.3B | -- | -- |
| Mar 2011 | $2.4B | $398.5M | $2B | -- | -- |
| Feb 2011 | $2.4B | $398.5M | $2B | -- | -- |
| Oct 2010 | $2.4B | $398.5M | $2B | -- | -- |
| Oct 2010 | $2.4B | $398.5M | $2B | -- | -- |
| Aug 2010 | $2.4B | $398.5M | $2B | -- | -- |
| May 2010 | $2.4B | $398.5M | $2B | -- | -- |
| Apr 2010 | $2.4B | $398.5M | $2B | -- | -- |
| Jan 2010 | $1.9B | $333.8M | $1.6B | -- | -- |
| May 2009 | $1.9B | $333.8M | $1.6B | -- | -- |
| Mar 2008 | $2.8B | $422.3M | $2.4B | -- | -- |
| Jan 2008 | $2.3B | $348.5M | $2B | -- | -- |
| Aug 2007 | $2.3B | $348.5M | $2B | -- | -- |
| Aug 2007 | $2.3B | $348.5M | $2B | -- | -- |
| Mar 2007 | $2.3B | $348.5M | $2B | -- | -- |
| Jan 2007 | $1.9B | $265.4M | $1.6B | -- | -- |
| Feb 2006 | $1.7B | $228.1M | $1.5B | -- | -- |
| Feb 2006 | $1.7B | $228.1M | $1.5B | -- | -- |
| Nov 2005 | $1.7B | $228.1M | $1.5B | -- | -- |
| Sep 2005 | $1.7B | $228.1M | $1.5B | -- | -- |
| Sep 2005 | $1.7B | $228.1M | $1.5B | -- | -- |
| May 2004 | $1.2B | $224.4M | $1B | -- | -- |
| Mar 2004 | $1.2B | $224.4M | $1B | -- | -- |
| Mar 2002 | $646M | $76M | $570M | -- | -- |
| Oct 2001 | $98M | $27.6M | $70.4M | -- | -- |
| Oct 2001 | $98M | $27.6M | $70.4M | -- | -- |
DateJun 2024
Total AUM$16.4B
Discretionary$4B
Non-Disc.$12.4B
Employees2,700
Clients2,286
DateMay 2024
Total AUM$16.4B
Discretionary$4B
Non-Disc.$12.4B
Employees2,700
Clients2,286
DateMay 2024
Total AUM$16.4B
Discretionary$4B
Non-Disc.$12.4B
Employees2,700
Clients2,286
DateMar 2024
Total AUM$16.4B
Discretionary$4B
Non-Disc.$12.4B
Employees2,700
Clients2,286
DateJan 2024
Total AUM$14B
Discretionary$2.9B
Non-Disc.$11.1B
Employees2,500
Clients1,913
DateDec 2023
Total AUM$14B
Discretionary$2.9B
Non-Disc.$11.1B
Employees2,500
Clients1,913
DateOct 2023
Total AUM$14B
Discretionary$2.9B
Non-Disc.$11.1B
Employees2,500
Clients1,913
DateMar 2023
Total AUM$14B
Discretionary$2.9B
Non-Disc.$11.1B
Employees2,500
Clients1,913
DateMar 2023
Total AUM$15B
Discretionary$2.4B
Non-Disc.$12.5B
Employees2,600
Clients1,652
DateDec 2022
Total AUM$15B
Discretionary$2.4B
Non-Disc.$12.5B
Employees2,600
Clients1,652
DateDec 2022
Total AUM$15B
Discretionary$2.4B
Non-Disc.$12.5B
Employees2,600
Clients1,652
DateNov 2022
Total AUM$15B
Discretionary$2.4B
Non-Disc.$12.5B
Employees2,600
Clients1,652
DateNov 2022
Total AUM$15B
Discretionary$2.4B
Non-Disc.$12.5B
Employees2,600
Clients1,652
DateAug 2022
Total AUM$15B
Discretionary$2.4B
Non-Disc.$12.5B
Employees2,600
Clients1,652
DateJul 2022
Total AUM$15B
Discretionary$2.4B
Non-Disc.$12.5B
Employees2,600
Clients1,652
DateJul 2022
Total AUM$15B
Discretionary$2.4B
Non-Disc.$12.5B
Employees2,600
Clients1,652
DateMay 2022
Total AUM$15B
Discretionary$2.4B
Non-Disc.$12.5B
Employees2,600
Clients1,652
DateMay 2022
Total AUM$15B
Discretionary$2.4B
Non-Disc.$12.5B
Employees2,600
Clients1,652
DateApr 2022
Total AUM$15B
Discretionary$2.4B
Non-Disc.$12.5B
Employees2,600
Clients1,652
DateMar 2022
Total AUM$15B
Discretionary$2.4B
Non-Disc.$12.5B
Employees2,600
Clients1,652
DateFeb 2022
Total AUM$11.2B
Discretionary$1.4B
Non-Disc.$9.9B
Employees2,600
Clients1,262
DateJan 2022
Total AUM$11.2B
Discretionary$1.4B
Non-Disc.$9.9B
Employees2,600
Clients1,262
DateDec 2021
Total AUM$11.2B
Discretionary$1.4B
Non-Disc.$9.9B
Employees2,600
Clients1,262
DateDec 2021
Total AUM$11.2B
Discretionary$1.4B
Non-Disc.$9.9B
Employees2,600
Clients1,262
DateSep 2021
Total AUM$11.2B
Discretionary$1.4B
Non-Disc.$9.9B
Employees2,600
Clients1,262
DateAug 2021
Total AUM$11.2B
Discretionary$1.4B
Non-Disc.$9.9B
Employees2,600
Clients1,262
DateJul 2021
Total AUM$11.2B
Discretionary$1.4B
Non-Disc.$9.9B
Employees2,600
Clients1,262
DateMay 2021
Total AUM$11.2B
Discretionary$1.4B
Non-Disc.$9.9B
Employees2,600
Clients1,262
DateMar 2021
Total AUM$11.2B
Discretionary$1.4B
Non-Disc.$9.9B
Employees2,600
Clients1,262
DateFeb 2021
Total AUM$8.7B
Discretionary$566M
Non-Disc.$8.2B
Employees2,600
Clients1,065
DateFeb 2021
Total AUM$8.7B
Discretionary$566M
Non-Disc.$8.2B
Employees2,600
Clients1,065
DateFeb 2021
Total AUM$8.7B
Discretionary$566M
Non-Disc.$8.2B
Employees2,600
Clients1,065
DateSep 2020
Total AUM$8.7B
Discretionary$566M
Non-Disc.$8.2B
Employees2,600
Clients1,065
DateSep 2020
Total AUM$8.7B
Discretionary$566M
Non-Disc.$8.2B
Employees2,600
Clients1,065
DateAug 2020
Total AUM$8.7B
Discretionary$566M
Non-Disc.$8.2B
Employees2,600
Clients1,065
DateJun 2020
Total AUM$8.7B
Discretionary$566M
Non-Disc.$8.2B
Employees2,600
Clients1,065
DateApr 2020
Total AUM$8.7B
Discretionary$566M
Non-Disc.$8.2B
Employees2,600
Clients1,065
DateMar 2020
Total AUM$8.7B
Discretionary$566M
Non-Disc.$8.2B
Employees2,600
Clients1,065
DateFeb 2020
Total AUM$6.5B
Discretionary$179.5M
Non-Disc.$6.4B
Employees2,600
Clients990
DateOct 2019
Total AUM$6.5B
Discretionary$179.5M
Non-Disc.$6.4B
Employees2,600
Clients990
DateSep 2019
Total AUM$6.5B
Discretionary$179.5M
Non-Disc.$6.4B
Employees2,600
Clients990
DateAug 2019
Total AUM$6.5B
Discretionary$179.5M
Non-Disc.$6.4B
Employees2,600
Clients990
DateJul 2019
Total AUM$6.5B
Discretionary$179.5M
Non-Disc.$6.4B
Employees2,600
Clients990
DateMar 2019
Total AUM$6.5B
Discretionary$179.5M
Non-Disc.$6.4B
Employees2,600
Clients990
DateFeb 2019
Total AUM$6.3B
Discretionary$150.3K
Non-Disc.$6.3B
Employees2,600
Clients971
DateJan 2019
Total AUM$6.3B
Discretionary$150.3K
Non-Disc.$6.3B
Employees2,600
Clients971
DateDec 2018
Total AUM$6.3B
Discretionary$150.3K
Non-Disc.$6.3B
Employees2,600
Clients971
DateOct 2018
Total AUM$6.3B
Discretionary$150.3K
Non-Disc.$6.3B
Employees2,600
Clients971
DateAug 2018
Total AUM$6.3B
Discretionary$150.3K
Non-Disc.$6.3B
Employees2,600
Clients971
DateJul 2018
Total AUM$6.3B
Discretionary$150.3K
Non-Disc.$6.3B
Employees2,600
Clients971
DateApr 2018
Total AUM$6.3B
Discretionary$150.3K
Non-Disc.$6.3B
Employees2,600
Clients971
DateMar 2018
Total AUM$6.3B
Discretionary$150.3K
Non-Disc.$6.3B
Employees2,600
Clients971
DateDec 2017
Total AUM$5.2B
Discretionary$0
Non-Disc.$5.2B
Employees2,150
Clients942
DateOct 2017
Total AUM$5.2B
Discretionary$0
Non-Disc.$5.2B
Employees2,150
Clients942
DateSep 2017
Total AUM$5.2B
Discretionary$0
Non-Disc.$5.2B
Employees2,150
Clients33,000
DateSep 2017
Total AUM$5.2B
Discretionary$0
Non-Disc.$5.2B
Employees2,150
Clients33,000
DateJul 2017
Total AUM$5.2B
Discretionary$0
Non-Disc.$5.2B
Employees2,150
Clients33,000
DateJun 2017
Total AUM$5.2B
Discretionary$0
Non-Disc.$5.2B
Employees2,150
Clients33,000
DateMay 2017
Total AUM$5.2B
Discretionary$0
Non-Disc.$5.2B
Employees2,150
Clients33,000
DateMay 2017
Total AUM$5.2B
Discretionary$0
Non-Disc.$5.2B
Employees2,150
Clients33,000
DateApr 2017
Total AUM$5.2B
Discretionary$0
Non-Disc.$5.2B
Employees2,150
Clients33,000
DateMar 2017
Total AUM$5.2B
Discretionary$0
Non-Disc.$5.2B
Employees2,150
Clients33,000
DateJan 2017
Total AUM$4.9B
Discretionary$0
Non-Disc.$4.9B
Employees1,804
Clients41,779
DateDec 2016
Total AUM$4.9B
Discretionary$0
Non-Disc.$4.9B
Employees1,804
Clients41,779
DateNov 2016
Total AUM$4.9B
Discretionary$0
Non-Disc.$4.9B
Employees1,804
Clients41,779
DateJun 2016
Total AUM$4.9B
Discretionary$0
Non-Disc.$4.9B
Employees1,804
Clients41,779
DateJun 2016
Total AUM$4.9B
Discretionary$0
Non-Disc.$4.9B
Employees1,804
Clients41,779
DateJun 2016
Total AUM$4.9B
Discretionary$0
Non-Disc.$4.9B
Employees1,804
Clients41,779
DateMay 2016
Total AUM$4.9B
Discretionary$0
Non-Disc.$4.9B
Employees1,804
Clients41,779
DateApr 2016
Total AUM$4.9B
Discretionary$0
Non-Disc.$4.9B
Employees1,804
Clients41,779
DateMar 2016
Total AUM$4.9B
Discretionary$0
Non-Disc.$4.9B
Employees1,804
Clients41,779
DateDec 2015
Total AUM$4.9B
Discretionary$506.9M
Non-Disc.$4.4B
Employees1,596
Clients47,136
DateSep 2015
Total AUM$4.9B
Discretionary$506.9M
Non-Disc.$4.4B
Employees1,596
Clients47,136
DateAug 2015
Total AUM$4.9B
Discretionary$506.9M
Non-Disc.$4.4B
Employees1,596
Clients47,136
DateAug 2015
Total AUM$4.9B
Discretionary$506.9M
Non-Disc.$4.4B
Employees1,596
Clients47,136
DateJul 2015
Total AUM$4.9B
Discretionary$506.9M
Non-Disc.$4.4B
Employees1,596
Clients47,136
DateMar 2015
Total AUM$4.9B
Discretionary$506.9M
Non-Disc.$4.4B
Employees1,596
Clients47,136
DateFeb 2015
Total AUM$4.2B
Discretionary$442.9M
Non-Disc.$3.7B
Employees1,572
Clients38,000
DateNov 2014
Total AUM$4.2B
Discretionary$442.9M
Non-Disc.$3.7B
Employees1,572
Clients38,000
DateAug 2014
Total AUM$4.2B
Discretionary$442.9M
Non-Disc.$3.7B
Employees1,572
Clients38,000
DateJun 2014
Total AUM$4.2B
Discretionary$442.9M
Non-Disc.$3.7B
Employees1,572
Clients38,000
DateMar 2014
Total AUM$4.2B
Discretionary$442.9M
Non-Disc.$3.7B
Employees1,572
Clients38,000
DateNov 2013
Total AUM$3.4B
Discretionary$406.8M
Non-Disc.$3B
Employees1,506
Clients34,000
DateJul 2013
Total AUM$3.4B
Discretionary$406.8M
Non-Disc.$3B
Employees1,506
Clients34,000
DateJun 2013
Total AUM$3.4B
Discretionary$406.8M
Non-Disc.$3B
Employees1,506
Clients34,000
DateMay 2013
Total AUM$3.4B
Discretionary$406.8M
Non-Disc.$3B
Employees1,506
Clients34,000
DateApr 2013
Total AUM$3.4B
Discretionary$406.8M
Non-Disc.$3B
Employees1,506
Clients34,000
DateMar 2013
Total AUM$3.4B
Discretionary$406.8M
Non-Disc.$3B
Employees1,506
Clients34,000
DateJan 2013
Total AUM$2.9B
Discretionary$439.9M
Non-Disc.$2.5B
Employees1,458
Clients31,500
DateJan 2013
Total AUM$2.9B
Discretionary$439.9M
Non-Disc.$2.5B
Employees1,458
Clients31,500
DateDec 2012
Total AUM$2.9B
Discretionary$439.9M
Non-Disc.$2.5B
Employees1,458
Clients31,500
DateOct 2012
Total AUM$2.9B
Discretionary$439.9M
Non-Disc.$2.5B
Employees--
Clients31,500
DateAug 2012
Total AUM$2.9B
Discretionary$439.9M
Non-Disc.$2.5B
Employees--
Clients31,500
DateAug 2012
Total AUM$2.9B
Discretionary$439.9M
Non-Disc.$2.5B
Employees--
Clients31,500
DateMay 2012
Total AUM$2.9B
Discretionary$439.9M
Non-Disc.$2.5B
Employees--
Clients31,500
DateMar 2012
Total AUM$2.9B
Discretionary$439.9M
Non-Disc.$2.5B
Employees--
Clients31,500
DateAug 2011
Total AUM$2.7B
Discretionary$421.2M
Non-Disc.$2.3B
Employees--
Clients--
DateJun 2011
Total AUM$2.7B
Discretionary$421.2M
Non-Disc.$2.3B
Employees--
Clients--
DateMay 2011
Total AUM$2.7B
Discretionary$421.2M
Non-Disc.$2.3B
Employees--
Clients--
DateMar 2011
Total AUM$2.7B
Discretionary$421.2M
Non-Disc.$2.3B
Employees--
Clients--
DateMar 2011
Total AUM$2.4B
Discretionary$398.5M
Non-Disc.$2B
Employees--
Clients--
DateFeb 2011
Total AUM$2.4B
Discretionary$398.5M
Non-Disc.$2B
Employees--
Clients--
DateOct 2010
Total AUM$2.4B
Discretionary$398.5M
Non-Disc.$2B
Employees--
Clients--
DateOct 2010
Total AUM$2.4B
Discretionary$398.5M
Non-Disc.$2B
Employees--
Clients--
DateAug 2010
Total AUM$2.4B
Discretionary$398.5M
Non-Disc.$2B
Employees--
Clients--
DateMay 2010
Total AUM$2.4B
Discretionary$398.5M
Non-Disc.$2B
Employees--
Clients--
DateApr 2010
Total AUM$2.4B
Discretionary$398.5M
Non-Disc.$2B
Employees--
Clients--
DateJan 2010
Total AUM$1.9B
Discretionary$333.8M
Non-Disc.$1.6B
Employees--
Clients--
DateMay 2009
Total AUM$1.9B
Discretionary$333.8M
Non-Disc.$1.6B
Employees--
Clients--
DateMar 2008
Total AUM$2.8B
Discretionary$422.3M
Non-Disc.$2.4B
Employees--
Clients--
DateJan 2008
Total AUM$2.3B
Discretionary$348.5M
Non-Disc.$2B
Employees--
Clients--
DateAug 2007
Total AUM$2.3B
Discretionary$348.5M
Non-Disc.$2B
Employees--
Clients--
DateAug 2007
Total AUM$2.3B
Discretionary$348.5M
Non-Disc.$2B
Employees--
Clients--
DateMar 2007
Total AUM$2.3B
Discretionary$348.5M
Non-Disc.$2B
Employees--
Clients--
DateJan 2007
Total AUM$1.9B
Discretionary$265.4M
Non-Disc.$1.6B
Employees--
Clients--
DateFeb 2006
Total AUM$1.7B
Discretionary$228.1M
Non-Disc.$1.5B
Employees--
Clients--
DateFeb 2006
Total AUM$1.7B
Discretionary$228.1M
Non-Disc.$1.5B
Employees--
Clients--
DateNov 2005
Total AUM$1.7B
Discretionary$228.1M
Non-Disc.$1.5B
Employees--
Clients--
DateSep 2005
Total AUM$1.7B
Discretionary$228.1M
Non-Disc.$1.5B
Employees--
Clients--
DateSep 2005
Total AUM$1.7B
Discretionary$228.1M
Non-Disc.$1.5B
Employees--
Clients--
DateMay 2004
Total AUM$1.2B
Discretionary$224.4M
Non-Disc.$1B
Employees--
Clients--
DateMar 2004
Total AUM$1.2B
Discretionary$224.4M
Non-Disc.$1B
Employees--
Clients--
DateMar 2002
Total AUM$646M
Discretionary$76M
Non-Disc.$570M
Employees--
Clients--
DateOct 2001
Total AUM$98M
Discretionary$27.6M
Non-Disc.$70.4M
Employees--
Clients--
DateOct 2001
Total AUM$98M
Discretionary$27.6M
Non-Disc.$70.4M
Employees--
Clients--