F500 ADVISORY SERVICES, INC.
CRD #107519 SEC #801-23368 NEWPORT BEACH, CA 959-892-0151
SEC Registered Private Funds
Total AUM
$68M
Discretionary
$66.2M
Employees
3
Clients
1
Accounts
119
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2016 | $68M | $66.2M | $1.8M | 3 | 200 |
| Jan 2016 | $115.7M | $113.8M | $1.9M | 13 | 200 |
| Mar 2015 | $115.7M | $113.8M | $1.9M | 13 | 200 |
| Jan 2015 | $106.2M | $104.6M | $1.6M | 17 | 200 |
| Aug 2014 | $106.2M | $104.6M | $1.6M | 17 | 200 |
| Mar 2014 | $106.2M | $104.6M | $1.6M | 17 | 200 |
| Mar 2013 | $92.9M | $91.7M | $1.2M | 19 | 158 |
| Sep 2012 | $111.2M | $110M | $1.2M | 6 | 158 |
| Jun 2012 | $111.2M | $110M | $1.2M | 6 | 158 |
| Mar 2012 | $111.2M | $110M | $1.2M | 6 | 158 |
| Jul 2011 | $107.3M | $105.6M | $1.7M | 10 | -- |
| Jun 2011 | $107.3M | $105.6M | $1.7M | 10 | -- |
| Mar 2011 | $107.3M | $105.6M | $1.7M | 10 | -- |
| Dec 2010 | $52.1M | $50.3M | $1.8M | 10 | -- |
| Jun 2010 | $52.1M | $50.3M | $1.8M | 10 | -- |
| Mar 2010 | $52.1M | $50.3M | $1.8M | 10 | -- |
| Mar 2009 | $37.6M | $31.4M | $6.3M | 10 | -- |
| Mar 2007 | $67.8M | $64.4M | $3.4M | 10 | -- |
| Mar 2006 | $57.6M | $53.4M | $4.2M | 10 | -- |
| Sep 2004 | $45.4M | $43.8M | $1.6M | 10 | -- |
| Dec 2003 | $49.8M | $48.5M | $1.3M | 10 | -- |
| Apr 2002 | $86.9M | $58.5M | $28.4M | 5 | -- |
| Mar 2002 | $86.9M | $58.5M | $28.4M | 5 | -- |
DateJul 2016
Total AUM$68M
Discretionary$66.2M
Non-Disc.$1.8M
Employees3
Clients200
DateJan 2016
Total AUM$115.7M
Discretionary$113.8M
Non-Disc.$1.9M
Employees13
Clients200
DateMar 2015
Total AUM$115.7M
Discretionary$113.8M
Non-Disc.$1.9M
Employees13
Clients200
DateJan 2015
Total AUM$106.2M
Discretionary$104.6M
Non-Disc.$1.6M
Employees17
Clients200
DateAug 2014
Total AUM$106.2M
Discretionary$104.6M
Non-Disc.$1.6M
Employees17
Clients200
DateMar 2014
Total AUM$106.2M
Discretionary$104.6M
Non-Disc.$1.6M
Employees17
Clients200
DateMar 2013
Total AUM$92.9M
Discretionary$91.7M
Non-Disc.$1.2M
Employees19
Clients158
DateSep 2012
Total AUM$111.2M
Discretionary$110M
Non-Disc.$1.2M
Employees6
Clients158
DateJun 2012
Total AUM$111.2M
Discretionary$110M
Non-Disc.$1.2M
Employees6
Clients158
DateMar 2012
Total AUM$111.2M
Discretionary$110M
Non-Disc.$1.2M
Employees6
Clients158
DateJul 2011
Total AUM$107.3M
Discretionary$105.6M
Non-Disc.$1.7M
Employees10
Clients--
DateJun 2011
Total AUM$107.3M
Discretionary$105.6M
Non-Disc.$1.7M
Employees10
Clients--
DateMar 2011
Total AUM$107.3M
Discretionary$105.6M
Non-Disc.$1.7M
Employees10
Clients--
DateDec 2010
Total AUM$52.1M
Discretionary$50.3M
Non-Disc.$1.8M
Employees10
Clients--
DateJun 2010
Total AUM$52.1M
Discretionary$50.3M
Non-Disc.$1.8M
Employees10
Clients--
DateMar 2010
Total AUM$52.1M
Discretionary$50.3M
Non-Disc.$1.8M
Employees10
Clients--
DateMar 2009
Total AUM$37.6M
Discretionary$31.4M
Non-Disc.$6.3M
Employees10
Clients--
DateMar 2007
Total AUM$67.8M
Discretionary$64.4M
Non-Disc.$3.4M
Employees10
Clients--
DateMar 2006
Total AUM$57.6M
Discretionary$53.4M
Non-Disc.$4.2M
Employees10
Clients--
DateSep 2004
Total AUM$45.4M
Discretionary$43.8M
Non-Disc.$1.6M
Employees10
Clients--
DateDec 2003
Total AUM$49.8M
Discretionary$48.5M
Non-Disc.$1.3M
Employees10
Clients--
DateApr 2002
Total AUM$86.9M
Discretionary$58.5M
Non-Disc.$28.4M
Employees5
Clients--
DateMar 2002
Total AUM$86.9M
Discretionary$58.5M
Non-Disc.$28.4M
Employees5
Clients--