STONE & YOUNGBERG LLC
CRD #795 SEC #801-69883 SAN FRANCISCO, CA 415-445-2300
SEC Registered Broker-Dealer Disclosures
Total AUM
$50.3M
Discretionary
$50.3M
Employees
51
Clients
0
Accounts
21
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2012 | $50.3M | $50.3M | $0 | 51 | 26 |
| Nov 2011 | $179.3M | $178.1M | $1.2M | 51 | -- |
| Jul 2011 | $179.3M | $178.1M | $1.2M | 51 | -- |
| Feb 2011 | $179.3M | $178.1M | $1.2M | 51 | -- |
| Dec 2010 | $179.3M | $178.1M | $1.2M | 51 | -- |
| Apr 2009 | $143.6M | $143.6M | $0 | 51 | -- |
| Mar 2009 | $143.6M | $143.6M | $0 | 51 | -- |
DateJan 2012
Total AUM$50.3M
Discretionary$50.3M
Non-Disc.$0
Employees51
Clients26
DateNov 2011
Total AUM$179.3M
Discretionary$178.1M
Non-Disc.$1.2M
Employees51
Clients--
DateJul 2011
Total AUM$179.3M
Discretionary$178.1M
Non-Disc.$1.2M
Employees51
Clients--
DateFeb 2011
Total AUM$179.3M
Discretionary$178.1M
Non-Disc.$1.2M
Employees51
Clients--
DateDec 2010
Total AUM$179.3M
Discretionary$178.1M
Non-Disc.$1.2M
Employees51
Clients--
DateApr 2009
Total AUM$143.6M
Discretionary$143.6M
Non-Disc.$0
Employees51
Clients--
DateMar 2009
Total AUM$143.6M
Discretionary$143.6M
Non-Disc.$0
Employees51
Clients--