BALLIETT FINANCIAL SERVICES, INC.
CRD #105284 SEC #801-33677 WINTER PARK, FL 407-740-5113
SEC Registered
Total AUM
$24.6M
Discretionary
$24.6M
Employees
6
Clients
51
Accounts
88
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $24.4M | $24.4M | $0 | 6 | 26 |
| May 2012 | $24.6M | $24.6M | $0 | 6 | 26 |
| Apr 2012 | $24.6M | $24.6M | $0 | 6 | 26 |
| Feb 2012 | $24.6M | $24.6M | $0 | 6 | 26 |
| Jan 2012 | $24.6M | $24.6M | $0 | 6 | 26 |
| Mar 2011 | $29.5M | $29.5M | $0 | 10 | -- |
| Mar 2011 | $29.5M | $29.5M | $0 | 10 | -- |
| Mar 2007 | $38.5M | $38.5M | $0 | 10 | -- |
| Feb 2006 | $46.6M | $46.6M | $0 | 10 | -- |
| Dec 2005 | $46M | $46M | $0 | 10 | -- |
| Sep 2005 | $46M | $46M | $0 | 10 | -- |
DateJun 2012
Total AUM$24.4M
Discretionary$24.4M
Non-Disc.$0
Employees6
Clients26
DateMay 2012
Total AUM$24.6M
Discretionary$24.6M
Non-Disc.$0
Employees6
Clients26
DateApr 2012
Total AUM$24.6M
Discretionary$24.6M
Non-Disc.$0
Employees6
Clients26
DateFeb 2012
Total AUM$24.6M
Discretionary$24.6M
Non-Disc.$0
Employees6
Clients26
DateJan 2012
Total AUM$24.6M
Discretionary$24.6M
Non-Disc.$0
Employees6
Clients26
DateMar 2011
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$38.5M
Discretionary$38.5M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$46.6M
Discretionary$46.6M
Non-Disc.$0
Employees10
Clients--
DateDec 2005
Total AUM$46M
Discretionary$46M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$46M
Discretionary$46M
Non-Disc.$0
Employees10
Clients--