RIA Intelligence

ROLLINS FINANCIAL INC

CRD #106896 SEC #801-36942 ATLANTA, GA 404-892-7967
SEC Registered
Total AUM
$953.8M
Discretionary
$953.8M
Employees
10
Clients
251
Accounts
893

AUM Over Time

DateMar 2021
Total AUM$953.8M
Discretionary$953.8M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$674.7M
Discretionary$674.7M
Non-Disc.$0
Employees11
Clients0
DateMar 2020
Total AUM$674.7M
Discretionary$674.7M
Non-Disc.$0
Employees11
Clients0
DateMar 2019
Total AUM$477.1M
Discretionary$477.1M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$480.1M
Discretionary$480.1M
Non-Disc.$0
Employees9
Clients0
DateMar 2017
Total AUM$361.7M
Discretionary$361.7M
Non-Disc.$0
Employees7
Clients600
DateMar 2016
Total AUM$318.8M
Discretionary$318.8M
Non-Disc.$0
Employees7
Clients500
DateMar 2015
Total AUM$274.6M
Discretionary$274.6M
Non-Disc.$0
Employees5
Clients500
DateMar 2014
Total AUM$214.6M
Discretionary$214.6M
Non-Disc.$0
Employees4
Clients400
DateMar 2013
Total AUM$168.6M
Discretionary$168.6M
Non-Disc.$0
Employees4
Clients400
DateMar 2012
Total AUM$141.6M
Discretionary$141.6M
Non-Disc.$0
Employees1
Clients400
DateNov 2011
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees1
Clients400
DateJul 2011
Total AUM$135.2M
Discretionary$135.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees5
Clients--