THE SWARTHMORE GROUP, INC.
CRD #107056 SEC #801-58069 PHILADELPHIA, PA 215-557-9300
SEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
Employees
10
Clients
1
Accounts
45
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $1.5B | $1.5B | $0 | 10 | 0 |
| Mar 2021 | $1.5B | $1.5B | $0 | 10 | 0 |
| Jul 2020 | $1.4B | $1.4B | $0 | 12 | 0 |
| Jun 2020 | $1.4B | $1.4B | $0 | 12 | 0 |
| Mar 2020 | $1.4B | $1.4B | $0 | 12 | 0 |
| Mar 2019 | $1.4B | $1.4B | $0 | 11 | 0 |
| Dec 2018 | $1.8B | $1.8B | $0 | 12 | 0 |
| Jun 2018 | $1.8B | $1.8B | $0 | 12 | 0 |
| Mar 2018 | $1.8B | $1.8B | $0 | 12 | 0 |
| Mar 2017 | $1.9B | $1.9B | $0 | 12 | 26 |
| Mar 2016 | $2B | $2B | $0 | 14 | 26 |
| Mar 2015 | $2.2B | $2.2B | $0 | 12 | 26 |
| Mar 2014 | $1.8B | $1.8B | $0 | 14 | 26 |
| Mar 2013 | $1.5B | $1.5B | $0 | 13 | 26 |
| Aug 2012 | $1.3B | $1.3B | $14.1M | 11 | 26 |
| Mar 2012 | $1.3B | $1.3B | $14.1M | 11 | 26 |
| May 2011 | $1.3B | $1.3B | $0 | -- | -- |
| Mar 2011 | $1.3B | $1.3B | $0 | -- | -- |
| Mar 2010 | $1.1B | $1.1B | $0 | -- | -- |
| Jan 2010 | $1.1B | $1.1B | $0 | -- | -- |
| May 2007 | $1.5B | $1.5B | $0 | -- | -- |
| Jan 2007 | $1.5B | $1.5B | $0 | -- | -- |
| Feb 2006 | $1.8B | $1.8B | $0 | -- | -- |
| Feb 2006 | $1.8B | $1.8B | $0 | -- | -- |
| May 2005 | $1.9B | $1.9B | $0 | -- | -- |
| May 2005 | $1.9B | $1.9B | $0 | -- | -- |
| Jan 2005 | $1.9B | $1.9B | $0 | -- | -- |
| Mar 2002 | $1.2B | $1.2B | $0 | -- | -- |
DateMar 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees10
Clients0
DateJul 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees12
Clients0
DateJun 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees12
Clients0
DateMar 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees12
Clients0
DateMar 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees11
Clients0
DateDec 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees12
Clients0
DateJun 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees12
Clients0
DateMar 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees12
Clients0
DateMar 2017
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees12
Clients26
DateMar 2016
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees14
Clients26
DateMar 2015
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees12
Clients26
DateMar 2014
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees14
Clients26
DateMar 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees13
Clients26
DateAug 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$14.1M
Employees11
Clients26
DateMar 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$14.1M
Employees11
Clients26
DateMay 2011
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateJan 2010
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateMay 2007
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--