RALPH S. MARGEL & ASSOCIATES, LLC
Legal name: MARGEL WEALTH MANAGEMENT
CRD #107430 SEC #801-77907 PARAMUS, NJ 201-843-0088
SEC Registered
Total AUM
$104.8M
Discretionary
$104.8M
Employees
2
Clients
51
Accounts
74
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $104.8M | $104.8M | $0 | 2 | 0 |
| Mar 2018 | $110.2M | $110.2M | $0 | 2 | 0 |
| Jul 2017 | $116.6M | $116.2M | $342.8K | 1 | 26 |
| Mar 2017 | $116.6M | $116.2M | $342.8K | 1 | 26 |
| Mar 2016 | $111M | $109.8M | $1.1M | 1 | 26 |
| Mar 2015 | $114.3M | $113.1M | $1.2M | 1 | 26 |
| Apr 2014 | $108.5M | $107M | $1.5M | 1 | 26 |
| Apr 2013 | $100M | $98.6M | $1.4M | 1 | 26 |
| Jun 2004 | $51M | $0 | $51M | 5 | -- |
| Mar 2004 | $51M | $0 | $51M | 5 | -- |
DateMar 2019
Total AUM$104.8M
Discretionary$104.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees2
Clients0
DateJul 2017
Total AUM$116.6M
Discretionary$116.2M
Non-Disc.$342.8K
Employees1
Clients26
DateMar 2017
Total AUM$116.6M
Discretionary$116.2M
Non-Disc.$342.8K
Employees1
Clients26
DateMar 2016
Total AUM$111M
Discretionary$109.8M
Non-Disc.$1.1M
Employees1
Clients26
DateMar 2015
Total AUM$114.3M
Discretionary$113.1M
Non-Disc.$1.2M
Employees1
Clients26
DateApr 2014
Total AUM$108.5M
Discretionary$107M
Non-Disc.$1.5M
Employees1
Clients26
DateApr 2013
Total AUM$100M
Discretionary$98.6M
Non-Disc.$1.4M
Employees1
Clients26
DateJun 2004
Total AUM$51M
Discretionary$0
Non-Disc.$51M
Employees5
Clients--
DateMar 2004
Total AUM$51M
Discretionary$0
Non-Disc.$51M
Employees5
Clients--