PIM FINANCIAL SERVICES, INC.
Legal name: PIM FINANCIAL SERVICES INC
CRD #10547 SEC #801-72856 ESCONDIDO, CA 760-471-8536
SEC Registered
Total AUM
$2.2M
Discretionary
$2.2M
Employees
3
Clients
0
Accounts
8
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2015 | $500K | $0 | $500K | 2 | 1 |
| Mar 2014 | $1M | $0 | $1M | 2 | 1 |
| Jul 2013 | $924K | $924K | $0 | 2 | 1 |
| Jun 2013 | $924K | $924K | $0 | 2 | 1 |
| Apr 2013 | $2.2M | $2.2M | $0 | 3 | 1 |
| Apr 2013 | $2.2M | $2.2M | $0 | 3 | 1 |
| Jan 2013 | $2.2M | $2.2M | $0 | 3 | 1 |
| May 2012 | $2.2M | $2.2M | $0 | 1 | 1 |
| Mar 2012 | $2.2M | $2.2M | $0 | 1 | 1 |
| Mar 2012 | $2.2M | $2.2M | $0 | 1 | 1 |
| Aug 2010 | $5M | $0 | $5M | 5 | -- |
| Feb 2006 | $225K | $0 | $225K | 5 | -- |
| Jun 2005 | $225K | $0 | $225K | 5 | -- |
| Feb 2005 | $25.8M | $0 | $25.8M | 5 | -- |
| Mar 2002 | $25.8M | $2.8M | $23M | 5 | -- |
DateFeb 2015
Total AUM$500K
Discretionary$0
Non-Disc.$500K
Employees2
Clients1
DateMar 2014
Total AUM$1M
Discretionary$0
Non-Disc.$1M
Employees2
Clients1
DateJul 2013
Total AUM$924K
Discretionary$924K
Non-Disc.$0
Employees2
Clients1
DateJun 2013
Total AUM$924K
Discretionary$924K
Non-Disc.$0
Employees2
Clients1
DateApr 2013
Total AUM$2.2M
Discretionary$2.2M
Non-Disc.$0
Employees3
Clients1
DateApr 2013
Total AUM$2.2M
Discretionary$2.2M
Non-Disc.$0
Employees3
Clients1
DateJan 2013
Total AUM$2.2M
Discretionary$2.2M
Non-Disc.$0
Employees3
Clients1
DateMay 2012
Total AUM$2.2M
Discretionary$2.2M
Non-Disc.$0
Employees1
Clients1
DateMar 2012
Total AUM$2.2M
Discretionary$2.2M
Non-Disc.$0
Employees1
Clients1
DateMar 2012
Total AUM$2.2M
Discretionary$2.2M
Non-Disc.$0
Employees1
Clients1
DateAug 2010
Total AUM$5M
Discretionary$0
Non-Disc.$5M
Employees5
Clients--
DateFeb 2006
Total AUM$225K
Discretionary$0
Non-Disc.$225K
Employees5
Clients--
DateJun 2005
Total AUM$225K
Discretionary$0
Non-Disc.$225K
Employees5
Clients--
DateFeb 2005
Total AUM$25.8M
Discretionary$0
Non-Disc.$25.8M
Employees5
Clients--
DateMar 2002
Total AUM$25.8M
Discretionary$2.8M
Non-Disc.$23M
Employees5
Clients--