FIRST PERSONAL FINANCIAL SERVICES INC
Legal name: MCSHANE PARTNERS
CRD #107236 SEC #801-44259 CHARLOTTE, NC 980-585-3390
SEC Registered
Total AUM
$709M
Discretionary
$709M
Employees
11
Clients
251
Accounts
315
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $709M | $709M | $0 | 11 | 0 |
| Mar 2023 | $650M | $650M | $0 | 10 | 0 |
| Aug 2022 | $645M | $645M | $0 | 10 | 0 |
| Mar 2022 | $725M | $725M | $0 | 9 | 0 |
| Mar 2021 | $595M | $595M | $0 | 9 | 0 |
| Nov 2020 | $535M | $535M | $0 | 9 | 0 |
| Nov 2020 | $535M | $535M | $0 | 9 | 0 |
| Jun 2020 | $535M | $535M | $0 | 9 | 0 |
| Apr 2020 | $535M | $535M | $0 | 9 | 0 |
| Mar 2019 | $474M | $474M | $0 | 9 | 0 |
| Aug 2018 | $489.3M | $489.3M | $0 | 9 | 0 |
| Jul 2018 | $489.3M | $489.3M | $0 | 9 | 0 |
| Mar 2018 | $417.8M | $417.8M | $0 | 10 | 0 |
| Mar 2017 | $396M | $396M | $0 | 10 | 300 |
| Mar 2016 | $342.3M | $342.3M | $0 | 9 | 300 |
| Jan 2015 | $329M | $329M | $0 | 8 | 300 |
| Dec 2014 | $332M | $332M | $0 | 8 | 300 |
| May 2014 | $306M | $306M | $0 | 9 | 300 |
| Feb 2014 | $294M | $294M | $0 | 9 | 300 |
| Aug 2013 | $297M | $297M | $0 | 8 | 300 |
| Apr 2013 | $297M | $297M | $0 | 7 | 300 |
| Mar 2013 | $297M | $297M | $0 | 7 | 300 |
| Jan 2013 | $297M | $297M | $0 | 9 | 300 |
| Jul 2012 | $255M | $255M | $0 | 11 | 300 |
| Apr 2012 | $255M | $255M | $0 | 11 | 300 |
| Mar 2012 | $255M | $255M | $0 | 11 | 300 |
| Aug 2011 | $232.6M | $229.5M | $3.1M | -- | -- |
| Apr 2011 | $232.6M | $229.5M | $3.1M | 10 | -- |
| Mar 2009 | $203.8M | $200.1M | $3.7M | 10 | -- |
| Mar 2008 | $272.7M | $268M | $4.7M | 10 | -- |
| Mar 2007 | $256.1M | $251.6M | $4.4M | 10 | -- |
| Mar 2004 | $151.9M | $149.4M | $2.5M | 10 | -- |
DateMar 2024
Total AUM$709M
Discretionary$709M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$650M
Discretionary$650M
Non-Disc.$0
Employees10
Clients0
DateAug 2022
Total AUM$645M
Discretionary$645M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$725M
Discretionary$725M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$595M
Discretionary$595M
Non-Disc.$0
Employees9
Clients0
DateNov 2020
Total AUM$535M
Discretionary$535M
Non-Disc.$0
Employees9
Clients0
DateNov 2020
Total AUM$535M
Discretionary$535M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$535M
Discretionary$535M
Non-Disc.$0
Employees9
Clients0
DateApr 2020
Total AUM$535M
Discretionary$535M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$474M
Discretionary$474M
Non-Disc.$0
Employees9
Clients0
DateAug 2018
Total AUM$489.3M
Discretionary$489.3M
Non-Disc.$0
Employees9
Clients0
DateJul 2018
Total AUM$489.3M
Discretionary$489.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$417.8M
Discretionary$417.8M
Non-Disc.$0
Employees10
Clients0
DateMar 2017
Total AUM$396M
Discretionary$396M
Non-Disc.$0
Employees10
Clients300
DateMar 2016
Total AUM$342.3M
Discretionary$342.3M
Non-Disc.$0
Employees9
Clients300
DateJan 2015
Total AUM$329M
Discretionary$329M
Non-Disc.$0
Employees8
Clients300
DateDec 2014
Total AUM$332M
Discretionary$332M
Non-Disc.$0
Employees8
Clients300
DateMay 2014
Total AUM$306M
Discretionary$306M
Non-Disc.$0
Employees9
Clients300
DateFeb 2014
Total AUM$294M
Discretionary$294M
Non-Disc.$0
Employees9
Clients300
DateAug 2013
Total AUM$297M
Discretionary$297M
Non-Disc.$0
Employees8
Clients300
DateApr 2013
Total AUM$297M
Discretionary$297M
Non-Disc.$0
Employees7
Clients300
DateMar 2013
Total AUM$297M
Discretionary$297M
Non-Disc.$0
Employees7
Clients300
DateJan 2013
Total AUM$297M
Discretionary$297M
Non-Disc.$0
Employees9
Clients300
DateJul 2012
Total AUM$255M
Discretionary$255M
Non-Disc.$0
Employees11
Clients300
DateApr 2012
Total AUM$255M
Discretionary$255M
Non-Disc.$0
Employees11
Clients300
DateMar 2012
Total AUM$255M
Discretionary$255M
Non-Disc.$0
Employees11
Clients300
DateAug 2011
Total AUM$232.6M
Discretionary$229.5M
Non-Disc.$3.1M
Employees--
Clients--
DateApr 2011
Total AUM$232.6M
Discretionary$229.5M
Non-Disc.$3.1M
Employees10
Clients--
DateMar 2009
Total AUM$203.8M
Discretionary$200.1M
Non-Disc.$3.7M
Employees10
Clients--
DateMar 2008
Total AUM$272.7M
Discretionary$268M
Non-Disc.$4.7M
Employees10
Clients--
DateMar 2007
Total AUM$256.1M
Discretionary$251.6M
Non-Disc.$4.4M
Employees10
Clients--
DateMar 2004
Total AUM$151.9M
Discretionary$149.4M
Non-Disc.$2.5M
Employees10
Clients--