PAGEONE FINANCIAL, INC.
CRD #105340 SEC #801-28756 GLENS FALLS, NY 800-733-6228
SEC Registered Disclosures
Total AUM
$60M
Discretionary
$60M
Employees
1
Clients
--
Accounts
617
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2016 | $60M | $60M | $0 | 1 | 676 |
| May 2016 | $60M | $60M | $0 | 1 | 676 |
| Apr 2016 | $60M | $60M | $0 | 1 | 676 |
| Mar 2016 | $60M | $60M | $0 | 1 | 676 |
| Dec 2015 | $141.9M | $141.9M | $0 | 3 | 1,500 |
| Dec 2015 | $141.9M | $141.9M | $0 | 3 | 1,500 |
| Oct 2015 | $141.9M | $141.9M | $0 | 3 | 1,500 |
| Mar 2015 | $141.9M | $141.9M | $0 | 3 | 1,500 |
| Dec 2014 | $215.5M | $215.5M | $0 | 7 | 1,500 |
| Oct 2014 | $215.5M | $215.5M | $0 | 10 | 1,500 |
| Sep 2014 | $215.5M | $215.5M | $0 | 10 | 1,500 |
| Sep 2014 | $215.5M | $215.5M | $0 | 10 | 1,500 |
| Mar 2014 | $215.5M | $215.5M | $0 | 10 | 1,500 |
| Mar 2013 | $186.7M | $186.7M | $0 | 7 | 1,400 |
| Jan 2013 | $174.6M | $174.6M | $0 | 7 | 1,400 |
| Jul 2012 | $174.6M | $174.6M | $0 | 1 | 1,400 |
| Jun 2012 | $174.6M | $174.6M | $0 | 1 | 1,400 |
| May 2012 | $174.6M | $174.6M | $0 | 1 | 1,400 |
| Mar 2012 | $174.6M | $174.6M | $0 | 1 | 1,400 |
| Aug 2011 | $171.4M | $171.4M | $0 | 5 | -- |
| Jul 2011 | $171.4M | $171.4M | $0 | 5 | -- |
| Jun 2011 | $171.4M | $171.4M | $0 | 5 | -- |
| Jun 2011 | $171.4M | $171.4M | $0 | 5 | -- |
| Mar 2011 | $154.4M | $154.4M | $0 | 5 | -- |
| Dec 2010 | $125.6M | $125.6M | $0 | 5 | -- |
| Jul 2010 | $125.6M | $125.6M | $0 | 5 | -- |
| Jun 2010 | $125.6M | $125.6M | $0 | 5 | -- |
| Jun 2010 | $125.6M | $125.6M | $0 | 5 | -- |
| Jun 2010 | $125.6M | $125.6M | $0 | 5 | -- |
| Apr 2010 | $125.6M | $125.6M | $0 | 5 | -- |
| Feb 2010 | $125.6M | $125.6M | $0 | 5 | -- |
| Mar 2009 | $89.1M | $89.1M | $0 | 5 | -- |
| Mar 2008 | $162.5M | $162.5M | $0 | 10 | -- |
| Dec 2007 | $187.6M | $187.6M | $0 | 10 | -- |
| Dec 2007 | $187.6M | $187.6M | $0 | 10 | -- |
| Feb 2007 | $187.6M | $187.6M | $0 | 10 | -- |
| Mar 2006 | $207.9M | $207.9M | $0 | 10 | -- |
| Feb 2006 | $207.9M | $207.9M | $0 | 10 | -- |
| Jan 2006 | $228.1M | $228.1M | $0 | 10 | -- |
| Nov 2005 | $228.1M | $228.1M | $0 | 10 | -- |
| Oct 2005 | $228.1M | $228.1M | $0 | 10 | -- |
| Sep 2005 | $228.1M | $228.1M | $0 | 10 | -- |
| Jan 2004 | $153.6M | $153.6M | $0 | 5 | -- |
| Nov 2003 | $153.6M | $153.6M | $0 | 5 | -- |
| Nov 2003 | $153.6M | $153.6M | $0 | 5 | -- |
| Oct 2003 | $153.6M | $153.6M | $0 | 5 | -- |
| Mar 2002 | $161M | $161M | $0 | 10 | -- |
DateJun 2016
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees1
Clients676
DateMay 2016
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees1
Clients676
DateApr 2016
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees1
Clients676
DateMar 2016
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees1
Clients676
DateDec 2015
Total AUM$141.9M
Discretionary$141.9M
Non-Disc.$0
Employees3
Clients1,500
DateDec 2015
Total AUM$141.9M
Discretionary$141.9M
Non-Disc.$0
Employees3
Clients1,500
DateOct 2015
Total AUM$141.9M
Discretionary$141.9M
Non-Disc.$0
Employees3
Clients1,500
DateMar 2015
Total AUM$141.9M
Discretionary$141.9M
Non-Disc.$0
Employees3
Clients1,500
DateDec 2014
Total AUM$215.5M
Discretionary$215.5M
Non-Disc.$0
Employees7
Clients1,500
DateOct 2014
Total AUM$215.5M
Discretionary$215.5M
Non-Disc.$0
Employees10
Clients1,500
DateSep 2014
Total AUM$215.5M
Discretionary$215.5M
Non-Disc.$0
Employees10
Clients1,500
DateSep 2014
Total AUM$215.5M
Discretionary$215.5M
Non-Disc.$0
Employees10
Clients1,500
DateMar 2014
Total AUM$215.5M
Discretionary$215.5M
Non-Disc.$0
Employees10
Clients1,500
DateMar 2013
Total AUM$186.7M
Discretionary$186.7M
Non-Disc.$0
Employees7
Clients1,400
DateJan 2013
Total AUM$174.6M
Discretionary$174.6M
Non-Disc.$0
Employees7
Clients1,400
DateJul 2012
Total AUM$174.6M
Discretionary$174.6M
Non-Disc.$0
Employees1
Clients1,400
DateJun 2012
Total AUM$174.6M
Discretionary$174.6M
Non-Disc.$0
Employees1
Clients1,400
DateMay 2012
Total AUM$174.6M
Discretionary$174.6M
Non-Disc.$0
Employees1
Clients1,400
DateMar 2012
Total AUM$174.6M
Discretionary$174.6M
Non-Disc.$0
Employees1
Clients1,400
DateAug 2011
Total AUM$171.4M
Discretionary$171.4M
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$171.4M
Discretionary$171.4M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$171.4M
Discretionary$171.4M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$171.4M
Discretionary$171.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$154.4M
Discretionary$154.4M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2010
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$89.1M
Discretionary$89.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$162.5M
Discretionary$162.5M
Non-Disc.$0
Employees10
Clients--
DateDec 2007
Total AUM$187.6M
Discretionary$187.6M
Non-Disc.$0
Employees10
Clients--
DateDec 2007
Total AUM$187.6M
Discretionary$187.6M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$187.6M
Discretionary$187.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$207.9M
Discretionary$207.9M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$207.9M
Discretionary$207.9M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$228.1M
Discretionary$228.1M
Non-Disc.$0
Employees10
Clients--
DateNov 2005
Total AUM$228.1M
Discretionary$228.1M
Non-Disc.$0
Employees10
Clients--
DateOct 2005
Total AUM$228.1M
Discretionary$228.1M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$228.1M
Discretionary$228.1M
Non-Disc.$0
Employees10
Clients--
DateJan 2004
Total AUM$153.6M
Discretionary$153.6M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$153.6M
Discretionary$153.6M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$153.6M
Discretionary$153.6M
Non-Disc.$0
Employees5
Clients--
DateOct 2003
Total AUM$153.6M
Discretionary$153.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$161M
Discretionary$161M
Non-Disc.$0
Employees10
Clients--