KABAREC FINANCIAL ADVISORS LTD
CRD #105689 SEC #801-28513 PALATINE, IL 847-934-7777
SEC Registered Disclosures
Total AUM
$194.5M
Discretionary
$185.9M
Employees
5
Clients
101
Accounts
668
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2018 | $194.5M | $185.9M | $8.6M | 5 | 0 |
| Mar 2018 | $194.5M | $185.9M | $8.6M | 5 | 0 |
| May 2017 | $184.4M | $177.2M | $7.2M | 5 | 300 |
| Mar 2017 | $184.4M | $177.2M | $7.2M | 5 | 300 |
| Oct 2016 | $181M | $173.8M | $7.2M | 9 | 200 |
| Mar 2016 | $181M | $173.8M | $7.2M | 9 | 200 |
| Dec 2015 | $192M | $179.2M | $12.8M | 7 | 200 |
| Mar 2015 | $192M | $179.2M | $12.8M | 7 | 200 |
| Aug 2014 | $174.7M | $166.7M | $8M | 6 | 227 |
| Mar 2014 | $174.7M | $166.7M | $8M | 6 | 227 |
| Nov 2013 | $168.9M | $161.3M | $7.6M | 5 | 225 |
| Apr 2013 | $168.9M | $161.3M | $7.6M | 5 | 225 |
| Mar 2013 | $168.9M | $161.3M | $7.6M | 5 | 225 |
| Mar 2013 | $156.4M | $150.7M | $5.7M | 5 | 200 |
| Feb 2012 | $156.4M | $150.7M | $5.7M | 1 | 200 |
| Mar 2011 | $171.2M | $163.5M | $7.7M | 5 | -- |
| Mar 2009 | $113.6M | $103.8M | $9.8M | 5 | -- |
| Mar 2008 | $153M | $141M | $12M | 10 | -- |
| Mar 2007 | $141M | $131M | $10M | 10 | -- |
| Mar 2006 | $130M | $120M | $10M | 10 | -- |
| Feb 2005 | $110M | $100M | $10M | 10 | -- |
| Jan 2005 | $105M | $95M | $10M | 10 | -- |
DateSep 2018
Total AUM$194.5M
Discretionary$185.9M
Non-Disc.$8.6M
Employees5
Clients0
DateMar 2018
Total AUM$194.5M
Discretionary$185.9M
Non-Disc.$8.6M
Employees5
Clients0
DateMay 2017
Total AUM$184.4M
Discretionary$177.2M
Non-Disc.$7.2M
Employees5
Clients300
DateMar 2017
Total AUM$184.4M
Discretionary$177.2M
Non-Disc.$7.2M
Employees5
Clients300
DateOct 2016
Total AUM$181M
Discretionary$173.8M
Non-Disc.$7.2M
Employees9
Clients200
DateMar 2016
Total AUM$181M
Discretionary$173.8M
Non-Disc.$7.2M
Employees9
Clients200
DateDec 2015
Total AUM$192M
Discretionary$179.2M
Non-Disc.$12.8M
Employees7
Clients200
DateMar 2015
Total AUM$192M
Discretionary$179.2M
Non-Disc.$12.8M
Employees7
Clients200
DateAug 2014
Total AUM$174.7M
Discretionary$166.7M
Non-Disc.$8M
Employees6
Clients227
DateMar 2014
Total AUM$174.7M
Discretionary$166.7M
Non-Disc.$8M
Employees6
Clients227
DateNov 2013
Total AUM$168.9M
Discretionary$161.3M
Non-Disc.$7.6M
Employees5
Clients225
DateApr 2013
Total AUM$168.9M
Discretionary$161.3M
Non-Disc.$7.6M
Employees5
Clients225
DateMar 2013
Total AUM$168.9M
Discretionary$161.3M
Non-Disc.$7.6M
Employees5
Clients225
DateMar 2013
Total AUM$156.4M
Discretionary$150.7M
Non-Disc.$5.7M
Employees5
Clients200
DateFeb 2012
Total AUM$156.4M
Discretionary$150.7M
Non-Disc.$5.7M
Employees1
Clients200
DateMar 2011
Total AUM$171.2M
Discretionary$163.5M
Non-Disc.$7.7M
Employees5
Clients--
DateMar 2009
Total AUM$113.6M
Discretionary$103.8M
Non-Disc.$9.8M
Employees5
Clients--
DateMar 2008
Total AUM$153M
Discretionary$141M
Non-Disc.$12M
Employees10
Clients--
DateMar 2007
Total AUM$141M
Discretionary$131M
Non-Disc.$10M
Employees10
Clients--
DateMar 2006
Total AUM$130M
Discretionary$120M
Non-Disc.$10M
Employees10
Clients--
DateFeb 2005
Total AUM$110M
Discretionary$100M
Non-Disc.$10M
Employees10
Clients--
DateJan 2005
Total AUM$105M
Discretionary$95M
Non-Disc.$10M
Employees10
Clients--