LEISH, DENISE JANICE
Legal name: MONEY PLANS
CRD #104694 SEC #801-25959 SILVER SPRING, MD 301-589-4250
SEC Registered
Total AUM
$61.5M
Discretionary
$61.5M
Employees
1
Clients
101
Accounts
229
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $61.5M | $61.5M | $0 | 1 | 26 |
| May 2012 | $61.5M | $61.5M | $0 | 1 | 26 |
| Apr 2012 | $61.5M | $61.5M | $0 | 1 | 26 |
| Mar 2012 | $61.5M | $61.5M | $0 | 1 | 26 |
| Jan 2011 | $56M | $56M | $0 | 5 | -- |
| Mar 2010 | $40.4M | $40.4M | $0 | 5 | -- |
| Jan 2010 | $46.7M | $46.7M | $0 | 5 | -- |
| Feb 2009 | $37M | $37M | $0 | 5 | -- |
| Mar 2008 | $51M | $51M | $0 | 5 | -- |
| Jan 2007 | $44.9M | $44.9M | $0 | 5 | -- |
| Mar 2004 | $39.9M | $39.9M | $0 | 5 | -- |
| May 2002 | $37M | $37M | $0 | 5 | -- |
DateJun 2012
Total AUM$61.5M
Discretionary$61.5M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$61.5M
Discretionary$61.5M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$61.5M
Discretionary$61.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$61.5M
Discretionary$61.5M
Non-Disc.$0
Employees1
Clients26
DateJan 2011
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$40.4M
Discretionary$40.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$46.7M
Discretionary$46.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$51M
Discretionary$51M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$44.9M
Discretionary$44.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$39.9M
Discretionary$39.9M
Non-Disc.$0
Employees5
Clients--
DateMay 2002
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees5
Clients--