PWMCO, LLC
CRD #8485 SEC #801-62143 LOMBARD, IL 312-341-9727
SEC Registered Broker-Dealer Disclosures
Total AUM
$793.9M
Discretionary
$581.5M
Employees
3
Clients
0
Accounts
423
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2020 | $793.9M | $581.5M | $212.4M | 3 | 0 |
| Aug 2019 | $666.4M | $477.5M | $188.9M | 4 | 0 |
| Jul 2019 | $666.4M | $477.5M | $188.9M | 4 | 0 |
| Mar 2019 | $666.4M | $477.5M | $188.9M | 4 | 0 |
| Mar 2018 | $727.2M | $347.5M | $379.7M | 4 | 0 |
| Mar 2017 | $606M | $307M | $299M | 3 | 120 |
| Mar 2016 | $586.1M | $300.4M | $285.7M | 3 | 100 |
| Apr 2015 | $703M | $373.9M | $329.1M | 5 | 100 |
| Mar 2015 | $703M | $373.9M | $329.1M | 5 | 100 |
| Feb 2015 | $352.7M | $352.7M | $0 | 5 | 133 |
| Nov 2014 | $352.7M | $352.7M | $0 | 5 | 133 |
| Mar 2014 | $352.7M | $352.7M | $0 | 5 | 133 |
| Jan 2013 | $299.9M | $299.9M | $0 | 5 | 135 |
| Feb 2012 | $277.3M | $277.3M | $0 | 6 | 139 |
| Feb 2011 | $448.3M | $448.3M | $0 | 10 | -- |
| Apr 2010 | $371M | $371M | $0 | 5 | -- |
| Mar 2009 | $317.4M | $317.4M | $0 | 5 | -- |
| Mar 2008 | $273.3M | $273.3M | $0 | -- | -- |
| Mar 2007 | $280M | $280M | $0 | -- | -- |
| Mar 2006 | $111.4M | $111.4M | $0 | -- | -- |
| Jan 2006 | $88.7M | $88.7M | $0 | -- | -- |
| May 2005 | $88.7M | $88.7M | $0 | -- | -- |
| Mar 2004 | $64.6M | $64.6M | $0 | -- | -- |
DateMar 2020
Total AUM$793.9M
Discretionary$581.5M
Non-Disc.$212.4M
Employees3
Clients0
DateAug 2019
Total AUM$666.4M
Discretionary$477.5M
Non-Disc.$188.9M
Employees4
Clients0
DateJul 2019
Total AUM$666.4M
Discretionary$477.5M
Non-Disc.$188.9M
Employees4
Clients0
DateMar 2019
Total AUM$666.4M
Discretionary$477.5M
Non-Disc.$188.9M
Employees4
Clients0
DateMar 2018
Total AUM$727.2M
Discretionary$347.5M
Non-Disc.$379.7M
Employees4
Clients0
DateMar 2017
Total AUM$606M
Discretionary$307M
Non-Disc.$299M
Employees3
Clients120
DateMar 2016
Total AUM$586.1M
Discretionary$300.4M
Non-Disc.$285.7M
Employees3
Clients100
DateApr 2015
Total AUM$703M
Discretionary$373.9M
Non-Disc.$329.1M
Employees5
Clients100
DateMar 2015
Total AUM$703M
Discretionary$373.9M
Non-Disc.$329.1M
Employees5
Clients100
DateFeb 2015
Total AUM$352.7M
Discretionary$352.7M
Non-Disc.$0
Employees5
Clients133
DateNov 2014
Total AUM$352.7M
Discretionary$352.7M
Non-Disc.$0
Employees5
Clients133
DateMar 2014
Total AUM$352.7M
Discretionary$352.7M
Non-Disc.$0
Employees5
Clients133
DateJan 2013
Total AUM$299.9M
Discretionary$299.9M
Non-Disc.$0
Employees5
Clients135
DateFeb 2012
Total AUM$277.3M
Discretionary$277.3M
Non-Disc.$0
Employees6
Clients139
DateFeb 2011
Total AUM$448.3M
Discretionary$448.3M
Non-Disc.$0
Employees10
Clients--
DateApr 2010
Total AUM$371M
Discretionary$371M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$317.4M
Discretionary$317.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$273.3M
Discretionary$273.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$111.4M
Discretionary$111.4M
Non-Disc.$0
Employees--
Clients--
DateJan 2006
Total AUM$88.7M
Discretionary$88.7M
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$88.7M
Discretionary$88.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$64.6M
Discretionary$64.6M
Non-Disc.$0
Employees--
Clients--