CAPELLI FINANCIAL SERVICES INC
CRD #106610 SEC #801-48430 BLOOMFIELD HILLS, MI 248-594-9282
SEC Registered
Total AUM
$336.6M
Discretionary
$334.9M
Employees
6
Clients
101
Accounts
819
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2013 | $336.6M | $334.9M | $1.6M | 6 | 200 |
| Mar 2013 | $336.6M | $334.9M | $1.6M | 6 | 200 |
| Mar 2013 | $336.6M | $334.9M | $1.6M | 6 | 200 |
| Jan 2012 | $275.6M | $268.9M | $6.7M | 6 | 200 |
| Jan 2012 | $275.6M | $268.9M | $6.7M | 6 | 200 |
| Jan 2012 | $275.6M | $268.9M | $6.7M | 6 | 200 |
| Mar 2011 | $271.7M | $265.4M | $6.3M | 10 | -- |
| Jan 2011 | $247.1M | $241.1M | $6M | 10 | -- |
| Jul 2010 | $247.1M | $241.1M | $6M | 10 | -- |
| Feb 2010 | $247.1M | $241.1M | $6M | 10 | -- |
| Jan 2008 | $286M | $281.8M | $4.2M | 10 | -- |
| Feb 2007 | $264.9M | $260.6M | $4.3M | 10 | -- |
| Mar 2006 | $237.3M | $235.3M | $2M | 10 | -- |
| Nov 2005 | $199.8M | $197.3M | $2.5M | 10 | -- |
| Sep 2005 | $199.8M | $197.3M | $2.5M | 10 | -- |
| Mar 2002 | $116.9M | $107.2M | $9.7M | 5 | -- |
DateSep 2013
Total AUM$336.6M
Discretionary$334.9M
Non-Disc.$1.6M
Employees6
Clients200
DateMar 2013
Total AUM$336.6M
Discretionary$334.9M
Non-Disc.$1.6M
Employees6
Clients200
DateMar 2013
Total AUM$336.6M
Discretionary$334.9M
Non-Disc.$1.6M
Employees6
Clients200
DateJan 2012
Total AUM$275.6M
Discretionary$268.9M
Non-Disc.$6.7M
Employees6
Clients200
DateJan 2012
Total AUM$275.6M
Discretionary$268.9M
Non-Disc.$6.7M
Employees6
Clients200
DateJan 2012
Total AUM$275.6M
Discretionary$268.9M
Non-Disc.$6.7M
Employees6
Clients200
DateMar 2011
Total AUM$271.7M
Discretionary$265.4M
Non-Disc.$6.3M
Employees10
Clients--
DateJan 2011
Total AUM$247.1M
Discretionary$241.1M
Non-Disc.$6M
Employees10
Clients--
DateJul 2010
Total AUM$247.1M
Discretionary$241.1M
Non-Disc.$6M
Employees10
Clients--
DateFeb 2010
Total AUM$247.1M
Discretionary$241.1M
Non-Disc.$6M
Employees10
Clients--
DateJan 2008
Total AUM$286M
Discretionary$281.8M
Non-Disc.$4.2M
Employees10
Clients--
DateFeb 2007
Total AUM$264.9M
Discretionary$260.6M
Non-Disc.$4.3M
Employees10
Clients--
DateMar 2006
Total AUM$237.3M
Discretionary$235.3M
Non-Disc.$2M
Employees10
Clients--
DateNov 2005
Total AUM$199.8M
Discretionary$197.3M
Non-Disc.$2.5M
Employees10
Clients--
DateSep 2005
Total AUM$199.8M
Discretionary$197.3M
Non-Disc.$2.5M
Employees10
Clients--
DateMar 2002
Total AUM$116.9M
Discretionary$107.2M
Non-Disc.$9.7M
Employees5
Clients--