ISI FINANCIAL GROUP INC
CRD #107356 SEC #801-50678 LANCASTER, PA 717-393-3353
SEC Registered
Total AUM
$721.9M
Discretionary
$721.9M
Employees
5
Clients
--
Accounts
2,008
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2022 | $721.9M | $721.9M | $0 | 5 | 34 |
| Mar 2022 | $721.9M | $721.9M | $0 | 5 | 34 |
| Mar 2022 | $721.9M | $721.9M | $0 | 5 | 34 |
| Aug 2021 | $610M | $610M | $0 | 5 | 54 |
| Apr 2021 | $610M | $610M | $0 | 5 | 54 |
| Mar 2021 | $610M | $610M | $0 | 5 | 54 |
| Mar 2021 | $610M | $610M | $0 | 5 | 54 |
| Nov 2020 | $512.5M | $512.5M | $0 | 7 | 65 |
| Jun 2020 | $512.5M | $512.5M | $0 | 7 | 65 |
| Mar 2020 | $512.5M | $512.5M | $0 | 7 | 65 |
| May 2019 | $441.2M | $441.2M | $0 | 7 | 96 |
| Mar 2019 | $441.2M | $441.2M | $0 | 7 | 96 |
| Sep 2018 | $460.2M | $460.2M | $0 | 5 | 97 |
| Mar 2018 | $460.2M | $460.2M | $0 | 5 | 97 |
| Aug 2017 | $371.6M | $371.6M | $0 | 5 | 500 |
| Jul 2017 | $371.6M | $371.6M | $0 | 5 | 500 |
| Mar 2017 | $371.6M | $371.6M | $0 | 5 | 500 |
| Jul 2016 | $335M | $335M | $0 | 5 | 500 |
| Jul 2016 | $335M | $335M | $0 | 5 | 500 |
| Mar 2016 | $335M | $335M | $0 | 5 | 500 |
| Oct 2015 | $326.1M | $304.8M | $21.3M | 5 | 400 |
| Mar 2015 | $326.1M | $304.8M | $21.3M | 5 | 400 |
| Mar 2015 | $277M | $252.6M | $24.4M | 5 | 358 |
| Sep 2014 | $277M | $252.6M | $24.4M | 5 | 358 |
| Apr 2014 | $277M | $252.6M | $24.4M | 5 | 358 |
| Apr 2014 | $277M | $252.6M | $24.4M | 5 | 358 |
| Apr 2014 | $277M | $252.6M | $24.4M | 5 | 358 |
| Feb 2014 | $277M | $252.6M | $24.4M | 5 | 358 |
| Oct 2013 | $225.2M | $225.2M | $0 | 5 | 319 |
| Feb 2013 | $225.2M | $225.2M | $0 | 5 | 319 |
| Feb 2013 | $225.2M | $225.2M | $0 | 5 | 319 |
| Feb 2013 | $225.2M | $225.2M | $0 | 5 | 319 |
| Dec 2012 | $192.2M | $192.2M | $0 | 5 | 300 |
| Mar 2012 | $192.2M | $192.2M | $0 | 1 | 300 |
| Nov 2010 | $163M | $163M | $0 | 5 | -- |
| Mar 2010 | $163M | $163M | $0 | 5 | -- |
| Mar 2007 | $133M | $133M | $0 | 5 | -- |
| Mar 2006 | $104.6M | $104.6M | $0 | 5 | -- |
| Apr 2004 | $86.6M | $86.6M | $0 | 5 | -- |
| Nov 2003 | $70M | $70M | $0 | 5 | -- |
| Mar 2002 | $63.8M | $63.8M | $0 | 5 | -- |
DateApr 2022
Total AUM$721.9M
Discretionary$721.9M
Non-Disc.$0
Employees5
Clients34
DateMar 2022
Total AUM$721.9M
Discretionary$721.9M
Non-Disc.$0
Employees5
Clients34
DateMar 2022
Total AUM$721.9M
Discretionary$721.9M
Non-Disc.$0
Employees5
Clients34
DateAug 2021
Total AUM$610M
Discretionary$610M
Non-Disc.$0
Employees5
Clients54
DateApr 2021
Total AUM$610M
Discretionary$610M
Non-Disc.$0
Employees5
Clients54
DateMar 2021
Total AUM$610M
Discretionary$610M
Non-Disc.$0
Employees5
Clients54
DateMar 2021
Total AUM$610M
Discretionary$610M
Non-Disc.$0
Employees5
Clients54
DateNov 2020
Total AUM$512.5M
Discretionary$512.5M
Non-Disc.$0
Employees7
Clients65
DateJun 2020
Total AUM$512.5M
Discretionary$512.5M
Non-Disc.$0
Employees7
Clients65
DateMar 2020
Total AUM$512.5M
Discretionary$512.5M
Non-Disc.$0
Employees7
Clients65
DateMay 2019
Total AUM$441.2M
Discretionary$441.2M
Non-Disc.$0
Employees7
Clients96
DateMar 2019
Total AUM$441.2M
Discretionary$441.2M
Non-Disc.$0
Employees7
Clients96
DateSep 2018
Total AUM$460.2M
Discretionary$460.2M
Non-Disc.$0
Employees5
Clients97
DateMar 2018
Total AUM$460.2M
Discretionary$460.2M
Non-Disc.$0
Employees5
Clients97
DateAug 2017
Total AUM$371.6M
Discretionary$371.6M
Non-Disc.$0
Employees5
Clients500
DateJul 2017
Total AUM$371.6M
Discretionary$371.6M
Non-Disc.$0
Employees5
Clients500
DateMar 2017
Total AUM$371.6M
Discretionary$371.6M
Non-Disc.$0
Employees5
Clients500
DateJul 2016
Total AUM$335M
Discretionary$335M
Non-Disc.$0
Employees5
Clients500
DateJul 2016
Total AUM$335M
Discretionary$335M
Non-Disc.$0
Employees5
Clients500
DateMar 2016
Total AUM$335M
Discretionary$335M
Non-Disc.$0
Employees5
Clients500
DateOct 2015
Total AUM$326.1M
Discretionary$304.8M
Non-Disc.$21.3M
Employees5
Clients400
DateMar 2015
Total AUM$326.1M
Discretionary$304.8M
Non-Disc.$21.3M
Employees5
Clients400
DateMar 2015
Total AUM$277M
Discretionary$252.6M
Non-Disc.$24.4M
Employees5
Clients358
DateSep 2014
Total AUM$277M
Discretionary$252.6M
Non-Disc.$24.4M
Employees5
Clients358
DateApr 2014
Total AUM$277M
Discretionary$252.6M
Non-Disc.$24.4M
Employees5
Clients358
DateApr 2014
Total AUM$277M
Discretionary$252.6M
Non-Disc.$24.4M
Employees5
Clients358
DateApr 2014
Total AUM$277M
Discretionary$252.6M
Non-Disc.$24.4M
Employees5
Clients358
DateFeb 2014
Total AUM$277M
Discretionary$252.6M
Non-Disc.$24.4M
Employees5
Clients358
DateOct 2013
Total AUM$225.2M
Discretionary$225.2M
Non-Disc.$0
Employees5
Clients319
DateFeb 2013
Total AUM$225.2M
Discretionary$225.2M
Non-Disc.$0
Employees5
Clients319
DateFeb 2013
Total AUM$225.2M
Discretionary$225.2M
Non-Disc.$0
Employees5
Clients319
DateFeb 2013
Total AUM$225.2M
Discretionary$225.2M
Non-Disc.$0
Employees5
Clients319
DateDec 2012
Total AUM$192.2M
Discretionary$192.2M
Non-Disc.$0
Employees5
Clients300
DateMar 2012
Total AUM$192.2M
Discretionary$192.2M
Non-Disc.$0
Employees1
Clients300
DateNov 2010
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$104.6M
Discretionary$104.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$86.6M
Discretionary$86.6M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$63.8M
Discretionary$63.8M
Non-Disc.$0
Employees5
Clients--