FINANCIAL DECISIONS, LLC
CRD #107755 SEC #801-39858 NEW YORK, NY 212-920-3470
SEC Registered
Total AUM
$321.2M
Discretionary
$321.2M
Employees
8
Clients
26
Accounts
551
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $321.2M | $321.2M | $6.2K | 8 | 7 |
| Mar 2025 | $321.2M | $321.2M | $6.2K | 8 | 7 |
| Mar 2025 | $321.2M | $321.2M | $6.2K | 8 | 7 |
| Apr 2024 | $302.5M | $302.5M | $43K | 8 | 0 |
| Mar 2024 | $302.5M | $302.5M | $43K | 8 | 0 |
| Mar 2024 | $302.5M | $302.5M | $43K | 8 | 0 |
| Mar 2023 | $273.3M | $273.1M | $148.9K | 8 | 7 |
| Mar 2023 | $273.3M | $273.1M | $148.9K | 8 | 7 |
| Nov 2022 | $325.5M | $325.4M | $56.2K | 8 | 5 |
| Apr 2022 | $325.5M | $325.4M | $56.2K | 8 | 5 |
| Mar 2022 | $325.5M | $325.4M | $56.2K | 8 | 5 |
| Mar 2022 | $325.5M | $325.4M | $56.2K | 8 | 5 |
| Mar 2021 | $299.5M | $299.4M | $98.2K | 8 | 6 |
| May 2020 | $273.8M | $273.5M | $231.7K | 7 | 8 |
| Mar 2020 | $273.8M | $273.5M | $231.7K | 7 | 8 |
| Apr 2019 | $240.8M | $240.6M | $238.8K | 7 | 0 |
| Mar 2019 | $240.8M | $240.6M | $238.8K | 7 | 0 |
| Nov 2018 | $273.7M | $271.9M | $1.7M | 7 | 0 |
| Nov 2018 | $273.7M | $271.9M | $1.7M | 7 | 0 |
| Mar 2018 | $273.7M | $271.9M | $1.7M | 7 | 0 |
| Aug 2017 | $253.4M | $251.8M | $1.6M | 8 | 100 |
| Apr 2017 | $253.4M | $251.8M | $1.6M | 8 | 100 |
| Mar 2017 | $253.4M | $251.8M | $1.6M | 8 | 100 |
| Mar 2016 | $242.5M | $241.1M | $1.4M | 9 | 100 |
| Mar 2016 | $242.5M | $241.1M | $1.4M | 9 | 100 |
| Feb 2015 | $252.8M | $251.3M | $1.5M | 9 | 26 |
| Nov 2014 | $238.1M | $238.1M | $5.3K | 7 | 26 |
| Mar 2014 | $238.1M | $238.1M | $5.3K | 7 | 26 |
| Mar 2013 | $192.2M | $192.2M | $464 | 7 | 26 |
| Mar 2012 | $180M | $180M | $41.2K | 6 | 26 |
| Mar 2011 | $183.6M | $183.6M | $1.8K | 10 | -- |
| Oct 2010 | $167.7M | $167.7M | $24K | 10 | -- |
| Apr 2010 | $167.7M | $167.7M | $24K | 10 | -- |
| Mar 2008 | $200.2M | $200M | $153.4K | 10 | -- |
| Apr 2007 | $183.4M | $183.2M | $153.4K | 10 | -- |
| Mar 2007 | $183.4M | $183.2M | $153.4K | 10 | -- |
| Feb 2007 | $183.4M | $183.2M | $153.4K | 10 | -- |
| Mar 2006 | $159.6M | $159.5M | $62.7K | 10 | -- |
| Oct 2005 | $148.1M | $147.9M | $191.6K | 10 | -- |
| Oct 2005 | $148.1M | $147.9M | $191.6K | 10 | -- |
| May 2002 | $134M | $130.8M | $3.2M | 10 | -- |
| Apr 2002 | $111.6M | $110.4M | $1.2M | 10 | -- |
| Apr 2002 | $111.6M | $110.4M | $1.2M | 10 | -- |
DateJun 2025
Total AUM$321.2M
Discretionary$321.2M
Non-Disc.$6.2K
Employees8
Clients7
DateMar 2025
Total AUM$321.2M
Discretionary$321.2M
Non-Disc.$6.2K
Employees8
Clients7
DateMar 2025
Total AUM$321.2M
Discretionary$321.2M
Non-Disc.$6.2K
Employees8
Clients7
DateApr 2024
Total AUM$302.5M
Discretionary$302.5M
Non-Disc.$43K
Employees8
Clients0
DateMar 2024
Total AUM$302.5M
Discretionary$302.5M
Non-Disc.$43K
Employees8
Clients0
DateMar 2024
Total AUM$302.5M
Discretionary$302.5M
Non-Disc.$43K
Employees8
Clients0
DateMar 2023
Total AUM$273.3M
Discretionary$273.1M
Non-Disc.$148.9K
Employees8
Clients7
DateMar 2023
Total AUM$273.3M
Discretionary$273.1M
Non-Disc.$148.9K
Employees8
Clients7
DateNov 2022
Total AUM$325.5M
Discretionary$325.4M
Non-Disc.$56.2K
Employees8
Clients5
DateApr 2022
Total AUM$325.5M
Discretionary$325.4M
Non-Disc.$56.2K
Employees8
Clients5
DateMar 2022
Total AUM$325.5M
Discretionary$325.4M
Non-Disc.$56.2K
Employees8
Clients5
DateMar 2022
Total AUM$325.5M
Discretionary$325.4M
Non-Disc.$56.2K
Employees8
Clients5
DateMar 2021
Total AUM$299.5M
Discretionary$299.4M
Non-Disc.$98.2K
Employees8
Clients6
DateMay 2020
Total AUM$273.8M
Discretionary$273.5M
Non-Disc.$231.7K
Employees7
Clients8
DateMar 2020
Total AUM$273.8M
Discretionary$273.5M
Non-Disc.$231.7K
Employees7
Clients8
DateApr 2019
Total AUM$240.8M
Discretionary$240.6M
Non-Disc.$238.8K
Employees7
Clients0
DateMar 2019
Total AUM$240.8M
Discretionary$240.6M
Non-Disc.$238.8K
Employees7
Clients0
DateNov 2018
Total AUM$273.7M
Discretionary$271.9M
Non-Disc.$1.7M
Employees7
Clients0
DateNov 2018
Total AUM$273.7M
Discretionary$271.9M
Non-Disc.$1.7M
Employees7
Clients0
DateMar 2018
Total AUM$273.7M
Discretionary$271.9M
Non-Disc.$1.7M
Employees7
Clients0
DateAug 2017
Total AUM$253.4M
Discretionary$251.8M
Non-Disc.$1.6M
Employees8
Clients100
DateApr 2017
Total AUM$253.4M
Discretionary$251.8M
Non-Disc.$1.6M
Employees8
Clients100
DateMar 2017
Total AUM$253.4M
Discretionary$251.8M
Non-Disc.$1.6M
Employees8
Clients100
DateMar 2016
Total AUM$242.5M
Discretionary$241.1M
Non-Disc.$1.4M
Employees9
Clients100
DateMar 2016
Total AUM$242.5M
Discretionary$241.1M
Non-Disc.$1.4M
Employees9
Clients100
DateFeb 2015
Total AUM$252.8M
Discretionary$251.3M
Non-Disc.$1.5M
Employees9
Clients26
DateNov 2014
Total AUM$238.1M
Discretionary$238.1M
Non-Disc.$5.3K
Employees7
Clients26
DateMar 2014
Total AUM$238.1M
Discretionary$238.1M
Non-Disc.$5.3K
Employees7
Clients26
DateMar 2013
Total AUM$192.2M
Discretionary$192.2M
Non-Disc.$464
Employees7
Clients26
DateMar 2012
Total AUM$180M
Discretionary$180M
Non-Disc.$41.2K
Employees6
Clients26
DateMar 2011
Total AUM$183.6M
Discretionary$183.6M
Non-Disc.$1.8K
Employees10
Clients--
DateOct 2010
Total AUM$167.7M
Discretionary$167.7M
Non-Disc.$24K
Employees10
Clients--
DateApr 2010
Total AUM$167.7M
Discretionary$167.7M
Non-Disc.$24K
Employees10
Clients--
DateMar 2008
Total AUM$200.2M
Discretionary$200M
Non-Disc.$153.4K
Employees10
Clients--
DateApr 2007
Total AUM$183.4M
Discretionary$183.2M
Non-Disc.$153.4K
Employees10
Clients--
DateMar 2007
Total AUM$183.4M
Discretionary$183.2M
Non-Disc.$153.4K
Employees10
Clients--
DateFeb 2007
Total AUM$183.4M
Discretionary$183.2M
Non-Disc.$153.4K
Employees10
Clients--
DateMar 2006
Total AUM$159.6M
Discretionary$159.5M
Non-Disc.$62.7K
Employees10
Clients--
DateOct 2005
Total AUM$148.1M
Discretionary$147.9M
Non-Disc.$191.6K
Employees10
Clients--
DateOct 2005
Total AUM$148.1M
Discretionary$147.9M
Non-Disc.$191.6K
Employees10
Clients--
DateMay 2002
Total AUM$134M
Discretionary$130.8M
Non-Disc.$3.2M
Employees10
Clients--
DateApr 2002
Total AUM$111.6M
Discretionary$110.4M
Non-Disc.$1.2M
Employees10
Clients--
DateApr 2002
Total AUM$111.6M
Discretionary$110.4M
Non-Disc.$1.2M
Employees10
Clients--