TRAPHAGEN INVESTMENT ADVISORS LLC
Legal name: TRAPHAGEN FINANCIAL GROUP
CRD #107764 SEC #801-56130 ORADELL, NJ 201-262-1040
SEC Registered
Total AUM
$1.9B
Discretionary
$1.8B
Employees
14
Clients
101
Accounts
1,964
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.9B | $1.8B | $98.9M | 14 | 0 |
| Feb 2024 | $1.5B | $1.5B | $72.4M | 12 | 0 |
| Jul 2023 | $1.2B | $1.1B | $23.1M | 11 | 0 |
| Apr 2023 | $1.2B | $1.1B | $23.1M | 11 | 0 |
| Mar 2023 | $1.2B | $1.1B | $23.1M | 11 | 0 |
| Mar 2022 | $1.2B | $1.1B | $25.8M | 11 | 0 |
| Mar 2021 | $922.3M | $900.9M | $21.4M | 10 | 0 |
| Oct 2020 | $784.4M | $772.8M | $11.6M | 10 | 0 |
| Feb 2020 | $784.4M | $772.8M | $11.6M | 10 | 0 |
| Mar 2019 | $610.2M | $603.4M | $6.7M | 9 | 0 |
| Mar 2018 | $580.6M | $574.2M | $6.3M | 9 | 0 |
| Mar 2017 | $487.9M | $487.9M | $0 | 9 | 1,100 |
| Mar 2016 | $424.8M | $424.8M | $0 | 7 | 1,100 |
| Mar 2015 | $401.7M | $401.7M | $0 | 6 | 1,000 |
| Mar 2014 | $353.9M | $353.9M | $0 | 6 | 1,000 |
| Mar 2013 | $272.1M | $272.1M | $0 | 6 | 900 |
| Mar 2012 | $257.8M | $257.8M | $0 | 1 | 900 |
| Mar 2011 | $244.7M | $244.7M | $0 | 5 | -- |
| Mar 2011 | $244.7M | $244.7M | $0 | 5 | -- |
| Mar 2007 | $167.9M | $167.9M | $0 | 5 | -- |
| Mar 2006 | $120.8M | $120.8M | $0 | 5 | -- |
| Sep 2005 | $101.3M | $101.3M | $0 | 5 | -- |
| Mar 2004 | $81.3M | $81.3M | $0 | 5 | -- |
| May 2002 | $55.2M | $55.2M | $0 | 5 | -- |
DateMar 2025
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$98.9M
Employees14
Clients0
DateFeb 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$72.4M
Employees12
Clients0
DateJul 2023
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$23.1M
Employees11
Clients0
DateApr 2023
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$23.1M
Employees11
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$23.1M
Employees11
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$25.8M
Employees11
Clients0
DateMar 2021
Total AUM$922.3M
Discretionary$900.9M
Non-Disc.$21.4M
Employees10
Clients0
DateOct 2020
Total AUM$784.4M
Discretionary$772.8M
Non-Disc.$11.6M
Employees10
Clients0
DateFeb 2020
Total AUM$784.4M
Discretionary$772.8M
Non-Disc.$11.6M
Employees10
Clients0
DateMar 2019
Total AUM$610.2M
Discretionary$603.4M
Non-Disc.$6.7M
Employees9
Clients0
DateMar 2018
Total AUM$580.6M
Discretionary$574.2M
Non-Disc.$6.3M
Employees9
Clients0
DateMar 2017
Total AUM$487.9M
Discretionary$487.9M
Non-Disc.$0
Employees9
Clients1,100
DateMar 2016
Total AUM$424.8M
Discretionary$424.8M
Non-Disc.$0
Employees7
Clients1,100
DateMar 2015
Total AUM$401.7M
Discretionary$401.7M
Non-Disc.$0
Employees6
Clients1,000
DateMar 2014
Total AUM$353.9M
Discretionary$353.9M
Non-Disc.$0
Employees6
Clients1,000
DateMar 2013
Total AUM$272.1M
Discretionary$272.1M
Non-Disc.$0
Employees6
Clients900
DateMar 2012
Total AUM$257.8M
Discretionary$257.8M
Non-Disc.$0
Employees1
Clients900
DateMar 2011
Total AUM$244.7M
Discretionary$244.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$244.7M
Discretionary$244.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$167.9M
Discretionary$167.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$120.8M
Discretionary$120.8M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$81.3M
Discretionary$81.3M
Non-Disc.$0
Employees5
Clients--
DateMay 2002
Total AUM$55.2M
Discretionary$55.2M
Non-Disc.$0
Employees5
Clients--