MOWELL FINANCIAL GROUP NA CORP
Legal name: MOWELL FINANCIAL GROUP, NA
CRD #105955 SEC #801-15844 TALLAHASSEE, FL 850-386-6161
SEC Registered Disclosures
Total AUM
$43.8M
Discretionary
$29.2M
Employees
1
Clients
0
Accounts
142
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $43.8M | $29.2M | $14.6M | 1 | 140 |
| Jun 2012 | $43.8M | $29.2M | $14.6M | 1 | 140 |
| May 2012 | $43.8M | $29.2M | $14.6M | 1 | 140 |
| Mar 2012 | $43.8M | $29.2M | $14.6M | 1 | 140 |
| Mar 2011 | $49M | $35.5M | $13.5M | 5 | -- |
| Feb 2011 | $49M | $35.5M | $13.5M | 5 | -- |
| Apr 2007 | $81.4M | $79M | $2.3M | 5 | -- |
| Feb 2006 | $87.7M | $62.1M | $25.6M | 5 | -- |
| Jan 2006 | $77.8M | $77.8M | $0 | 5 | -- |
| Jun 2005 | $115.1M | $82.8M | $32.3M | 5 | -- |
| Apr 2004 | $106M | $68.5M | $37.5M | 5 | -- |
| Apr 2002 | $90.2M | $62.7M | $27.5M | 5 | -- |
DateJun 2012
Total AUM$43.8M
Discretionary$29.2M
Non-Disc.$14.6M
Employees1
Clients140
DateJun 2012
Total AUM$43.8M
Discretionary$29.2M
Non-Disc.$14.6M
Employees1
Clients140
DateMay 2012
Total AUM$43.8M
Discretionary$29.2M
Non-Disc.$14.6M
Employees1
Clients140
DateMar 2012
Total AUM$43.8M
Discretionary$29.2M
Non-Disc.$14.6M
Employees1
Clients140
DateMar 2011
Total AUM$49M
Discretionary$35.5M
Non-Disc.$13.5M
Employees5
Clients--
DateFeb 2011
Total AUM$49M
Discretionary$35.5M
Non-Disc.$13.5M
Employees5
Clients--
DateApr 2007
Total AUM$81.4M
Discretionary$79M
Non-Disc.$2.3M
Employees5
Clients--
DateFeb 2006
Total AUM$87.7M
Discretionary$62.1M
Non-Disc.$25.6M
Employees5
Clients--
DateJan 2006
Total AUM$77.8M
Discretionary$77.8M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$115.1M
Discretionary$82.8M
Non-Disc.$32.3M
Employees5
Clients--
DateApr 2004
Total AUM$106M
Discretionary$68.5M
Non-Disc.$37.5M
Employees5
Clients--
DateApr 2002
Total AUM$90.2M
Discretionary$62.7M
Non-Disc.$27.5M
Employees5
Clients--