DELESSERT FINANCIAL SERVICES INC
CRD #106005 SEC #801-46245 WALTHAM, MA 781-547-5589
SEC Registered
Total AUM
$339.8M
Discretionary
$290M
Employees
6
Clients
51
Accounts
1,029
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $339.8M | $290M | $49.9M | 6 | 140 |
| May 2012 | $339.8M | $290M | $49.9M | 6 | 140 |
| May 2012 | $339.8M | $290M | $49.9M | 6 | 140 |
| Apr 2012 | $339.8M | $290M | $49.9M | 6 | 140 |
| Mar 2011 | $355.2M | $295.2M | $59.9M | 10 | -- |
| Jan 2009 | $408M | $273M | $135M | 10 | -- |
| Mar 2008 | $408M | $273M | $135M | 10 | -- |
| Mar 2008 | $408M | $273M | $135M | 10 | -- |
| Mar 2007 | $395.3M | $265M | $130.3M | 10 | -- |
| Mar 2006 | $310M | $179.7M | $130.3M | 10 | -- |
| Jun 2005 | $295.4M | $175.3M | $120.1M | 10 | -- |
| Apr 2004 | $267.5M | $192.5M | $75M | 10 | -- |
| Mar 2002 | $235M | $184M | $51M | 10 | -- |
| Jun 2001 | $309M | $210M | $99M | 10 | -- |
DateMay 2012
Total AUM$339.8M
Discretionary$290M
Non-Disc.$49.9M
Employees6
Clients140
DateMay 2012
Total AUM$339.8M
Discretionary$290M
Non-Disc.$49.9M
Employees6
Clients140
DateMay 2012
Total AUM$339.8M
Discretionary$290M
Non-Disc.$49.9M
Employees6
Clients140
DateApr 2012
Total AUM$339.8M
Discretionary$290M
Non-Disc.$49.9M
Employees6
Clients140
DateMar 2011
Total AUM$355.2M
Discretionary$295.2M
Non-Disc.$59.9M
Employees10
Clients--
DateJan 2009
Total AUM$408M
Discretionary$273M
Non-Disc.$135M
Employees10
Clients--
DateMar 2008
Total AUM$408M
Discretionary$273M
Non-Disc.$135M
Employees10
Clients--
DateMar 2008
Total AUM$408M
Discretionary$273M
Non-Disc.$135M
Employees10
Clients--
DateMar 2007
Total AUM$395.3M
Discretionary$265M
Non-Disc.$130.3M
Employees10
Clients--
DateMar 2006
Total AUM$310M
Discretionary$179.7M
Non-Disc.$130.3M
Employees10
Clients--
DateJun 2005
Total AUM$295.4M
Discretionary$175.3M
Non-Disc.$120.1M
Employees10
Clients--
DateApr 2004
Total AUM$267.5M
Discretionary$192.5M
Non-Disc.$75M
Employees10
Clients--
DateMar 2002
Total AUM$235M
Discretionary$184M
Non-Disc.$51M
Employees10
Clients--
DateJun 2001
Total AUM$309M
Discretionary$210M
Non-Disc.$99M
Employees10
Clients--