WORCESTER COUNTY FIDUCIARY ADVISORS INC
CRD #106653 SEC #801-47521 WORCESTER, MA 508-753-7300
SEC Registered
Total AUM
$47.6M
Discretionary
$47.4M
Employees
1
Clients
1
Accounts
197
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $47.6M | $47.4M | $165.2K | 1 | 200 |
| Feb 2012 | $47.6M | $47.4M | $165.2K | 1 | 200 |
| Feb 2012 | $47.6M | $47.4M | $165.2K | 1 | 200 |
| Mar 2011 | $50.9M | $50.6M | $285.9K | 5 | -- |
| Mar 2008 | $63.2M | $42.7M | $20.4M | 5 | -- |
| Mar 2007 | $63.4M | $51.8M | $11.6M | 5 | -- |
| Mar 2006 | $59.2M | $48.2M | $11M | 5 | -- |
| Sep 2005 | $58.5M | $46.4M | $12.1M | 5 | -- |
| Mar 2004 | $58.4M | $44.1M | $14.2M | 5 | -- |
| Mar 2002 | $57.9M | $38.8M | $19.1M | 5 | -- |
DateMar 2012
Total AUM$47.6M
Discretionary$47.4M
Non-Disc.$165.2K
Employees1
Clients200
DateFeb 2012
Total AUM$47.6M
Discretionary$47.4M
Non-Disc.$165.2K
Employees1
Clients200
DateFeb 2012
Total AUM$47.6M
Discretionary$47.4M
Non-Disc.$165.2K
Employees1
Clients200
DateMar 2011
Total AUM$50.9M
Discretionary$50.6M
Non-Disc.$285.9K
Employees5
Clients--
DateMar 2008
Total AUM$63.2M
Discretionary$42.7M
Non-Disc.$20.4M
Employees5
Clients--
DateMar 2007
Total AUM$63.4M
Discretionary$51.8M
Non-Disc.$11.6M
Employees5
Clients--
DateMar 2006
Total AUM$59.2M
Discretionary$48.2M
Non-Disc.$11M
Employees5
Clients--
DateSep 2005
Total AUM$58.5M
Discretionary$46.4M
Non-Disc.$12.1M
Employees5
Clients--
DateMar 2004
Total AUM$58.4M
Discretionary$44.1M
Non-Disc.$14.2M
Employees5
Clients--
DateMar 2002
Total AUM$57.9M
Discretionary$38.8M
Non-Disc.$19.1M
Employees5
Clients--