APPROPRIATE BALANCE FINANCIAL SERVICES INC
CRD #105458 SEC #801-22418 BELLEVUE, WA 425-451-0499
SEC Registered
Total AUM
$310.8M
Discretionary
$292.6M
Employees
13
Clients
51
Accounts
878
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $310.8M | $292.6M | $18.2M | 13 | 300 |
| Feb 2016 | $306.6M | $286.6M | $20M | 14 | 300 |
| Mar 2015 | $327M | $304M | $23M | 14 | 300 |
| Aug 2014 | $356.1M | $328.3M | $27.8M | 18 | 400 |
| Mar 2014 | $356.1M | $328.3M | $27.8M | 18 | 400 |
| Oct 2013 | $349M | $303.7M | $45.2M | 19 | 400 |
| Oct 2013 | $349M | $303.7M | $45.2M | 19 | 400 |
| Apr 2013 | $349M | $303.7M | $45.2M | 19 | 400 |
| Mar 2013 | $349M | $303.7M | $45.2M | 19 | 400 |
| Nov 2012 | $361.2M | $308.1M | $53.1M | 20 | 400 |
| Aug 2012 | $361.2M | $308.1M | $53.1M | 11 | 400 |
| Jul 2012 | $361.2M | $308.1M | $53.1M | 11 | 400 |
| Apr 2012 | $361.2M | $308.1M | $53.1M | 11 | 400 |
| Mar 2012 | $361.2M | $308.1M | $53.1M | 11 | 400 |
| Aug 2011 | $470.9M | $396.6M | $74.3M | -- | -- |
| Apr 2011 | $470.9M | $396.6M | $74.3M | -- | -- |
| Mar 2011 | $470.9M | $396.6M | $74.3M | -- | -- |
| Mar 2011 | $470.9M | $396.6M | $74.3M | -- | -- |
| Sep 2010 | $377.4M | $315.5M | $61.9M | -- | -- |
| Apr 2009 | $328.8M | $273.4M | $55.4M | -- | -- |
| Mar 2007 | $395.3M | $345.9M | $49.4M | -- | -- |
| Dec 2005 | $368.2M | $326.2M | $42M | -- | -- |
| Sep 2005 | $368.2M | $326.2M | $42M | -- | -- |
| May 2005 | $368.2M | $326.2M | $42M | -- | -- |
| Mar 2004 | $322.6M | $302.5M | $20.1M | -- | -- |
| Oct 2003 | $263.3M | $223.8M | $39.5M | -- | -- |
| Mar 2002 | $246.8M | $206.2M | $40.6M | -- | -- |
DateMar 2017
Total AUM$310.8M
Discretionary$292.6M
Non-Disc.$18.2M
Employees13
Clients300
DateFeb 2016
Total AUM$306.6M
Discretionary$286.6M
Non-Disc.$20M
Employees14
Clients300
DateMar 2015
Total AUM$327M
Discretionary$304M
Non-Disc.$23M
Employees14
Clients300
DateAug 2014
Total AUM$356.1M
Discretionary$328.3M
Non-Disc.$27.8M
Employees18
Clients400
DateMar 2014
Total AUM$356.1M
Discretionary$328.3M
Non-Disc.$27.8M
Employees18
Clients400
DateOct 2013
Total AUM$349M
Discretionary$303.7M
Non-Disc.$45.2M
Employees19
Clients400
DateOct 2013
Total AUM$349M
Discretionary$303.7M
Non-Disc.$45.2M
Employees19
Clients400
DateApr 2013
Total AUM$349M
Discretionary$303.7M
Non-Disc.$45.2M
Employees19
Clients400
DateMar 2013
Total AUM$349M
Discretionary$303.7M
Non-Disc.$45.2M
Employees19
Clients400
DateNov 2012
Total AUM$361.2M
Discretionary$308.1M
Non-Disc.$53.1M
Employees20
Clients400
DateAug 2012
Total AUM$361.2M
Discretionary$308.1M
Non-Disc.$53.1M
Employees11
Clients400
DateJul 2012
Total AUM$361.2M
Discretionary$308.1M
Non-Disc.$53.1M
Employees11
Clients400
DateApr 2012
Total AUM$361.2M
Discretionary$308.1M
Non-Disc.$53.1M
Employees11
Clients400
DateMar 2012
Total AUM$361.2M
Discretionary$308.1M
Non-Disc.$53.1M
Employees11
Clients400
DateAug 2011
Total AUM$470.9M
Discretionary$396.6M
Non-Disc.$74.3M
Employees--
Clients--
DateApr 2011
Total AUM$470.9M
Discretionary$396.6M
Non-Disc.$74.3M
Employees--
Clients--
DateMar 2011
Total AUM$470.9M
Discretionary$396.6M
Non-Disc.$74.3M
Employees--
Clients--
DateMar 2011
Total AUM$470.9M
Discretionary$396.6M
Non-Disc.$74.3M
Employees--
Clients--
DateSep 2010
Total AUM$377.4M
Discretionary$315.5M
Non-Disc.$61.9M
Employees--
Clients--
DateApr 2009
Total AUM$328.8M
Discretionary$273.4M
Non-Disc.$55.4M
Employees--
Clients--
DateMar 2007
Total AUM$395.3M
Discretionary$345.9M
Non-Disc.$49.4M
Employees--
Clients--
DateDec 2005
Total AUM$368.2M
Discretionary$326.2M
Non-Disc.$42M
Employees--
Clients--
DateSep 2005
Total AUM$368.2M
Discretionary$326.2M
Non-Disc.$42M
Employees--
Clients--
DateMay 2005
Total AUM$368.2M
Discretionary$326.2M
Non-Disc.$42M
Employees--
Clients--
DateMar 2004
Total AUM$322.6M
Discretionary$302.5M
Non-Disc.$20.1M
Employees--
Clients--
DateOct 2003
Total AUM$263.3M
Discretionary$223.8M
Non-Disc.$39.5M
Employees--
Clients--
DateMar 2002
Total AUM$246.8M
Discretionary$206.2M
Non-Disc.$40.6M
Employees--
Clients--