ADVANCED FINANCIAL STRATEGISTS INC
CRD #106463 SEC #801-40663 LAWRENCEVILLE, GA 770-277-2770
SEC Registered
Total AUM
$99.2M
Discretionary
$99.2M
Employees
5
Clients
26
Accounts
552
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2011 | $99.2M | $99.2M | $0 | 5 | -- |
| Jun 2011 | $99.2M | $99.2M | $0 | 5 | -- |
| May 2011 | $99.2M | $99.2M | $0 | 5 | -- |
| Feb 2011 | $99.2M | $99.2M | $0 | 5 | -- |
| Jan 2011 | $99.2M | $99.2M | $0 | 5 | -- |
| Jan 2011 | $99.2M | $99.2M | $0 | 5 | -- |
| Jan 2011 | $99.2M | $99.2M | $0 | 5 | -- |
| Mar 2009 | $84.8M | $80.4M | $4.4M | 10 | -- |
| Mar 2008 | $107.7M | $101.3M | $6.5M | 10 | -- |
| Mar 2007 | $67.4M | $61.1M | $6.3M | 5 | -- |
| Mar 2006 | $121.7M | $50.1M | $71.7M | 5 | -- |
| May 2005 | $99.8M | $46.4M | $53.4M | 5 | -- |
| Apr 2004 | $82.6M | $76.3M | $6.3M | 5 | -- |
DateJun 2011
Total AUM$99.2M
Discretionary$99.2M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$99.2M
Discretionary$99.2M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$99.2M
Discretionary$99.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$99.2M
Discretionary$99.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$99.2M
Discretionary$99.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$99.2M
Discretionary$99.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$99.2M
Discretionary$99.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$84.8M
Discretionary$80.4M
Non-Disc.$4.4M
Employees10
Clients--
DateMar 2008
Total AUM$107.7M
Discretionary$101.3M
Non-Disc.$6.5M
Employees10
Clients--
DateMar 2007
Total AUM$67.4M
Discretionary$61.1M
Non-Disc.$6.3M
Employees5
Clients--
DateMar 2006
Total AUM$121.7M
Discretionary$50.1M
Non-Disc.$71.7M
Employees5
Clients--
DateMay 2005
Total AUM$99.8M
Discretionary$46.4M
Non-Disc.$53.4M
Employees5
Clients--
DateApr 2004
Total AUM$82.6M
Discretionary$76.3M
Non-Disc.$6.3M
Employees5
Clients--