What is AUM?
Assets Under Management (AUM) refers to the market value of assets that an investment company manages on behalf of investors. Changes in AUM can result from both capital appreciation/depreciation and inflow/outflow of client assets. Unless otherwise noted, the AUM figure is firm level data from the SEC and may not reflect all of the advisor’s or firm’s assets, and may not be an accurate representation of the individual advisor’s own client base. We encourage you to contact this firm or advisor directly to discuss their AUM.
