VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC
CRD #108183 SEC #801-55829 SARATOGA SPRINGS, NY 518-583-0891
SEC Registered
Total AUM
$190.8M
Discretionary
$190.8M
Employees
6
Clients
101
Accounts
349
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $190.8M | $190.8M | $0 | 6 | 0 |
| Mar 2024 | $177M | $177M | $0 | 5 | 0 |
| Nov 2023 | $166.7M | $166.7M | $0 | 6 | 1 |
| Aug 2023 | $166.7M | $166.7M | $0 | 6 | 1 |
| Mar 2023 | $166.7M | $166.7M | $0 | 6 | 1 |
| Mar 2022 | $317.3M | $317.3M | $0 | 6 | 0 |
| Oct 2021 | $243.9M | $243.9M | $0 | 5 | 0 |
| Oct 2021 | $243.9M | $243.9M | $0 | 5 | 0 |
| Feb 2021 | $243.9M | $243.9M | $0 | 5 | 0 |
| Jun 2020 | $162.1M | $162.1M | $0 | 6 | 0 |
| Mar 2020 | $162.1M | $162.1M | $0 | 6 | 0 |
| Nov 2019 | $133.6M | $133.6M | $0 | 6 | 0 |
| Jun 2019 | $133.6M | $133.6M | $0 | 6 | 0 |
| Mar 2019 | $133.6M | $133.6M | $0 | 6 | 0 |
| Mar 2018 | $153.5M | $153.5M | $0 | 6 | 1 |
| Sep 2017 | $137M | $137M | $0 | 6 | 200 |
| Jun 2017 | $137M | $137M | $0 | 6 | 200 |
| May 2017 | $137M | $137M | $0 | 6 | 200 |
| Mar 2017 | $137M | $137M | $0 | 6 | 200 |
| Mar 2016 | $136.9M | $136.9M | $0 | 4 | 100 |
| Mar 2015 | $146.7M | $146.7M | $0 | 5 | 100 |
| Oct 2014 | $129.2M | $129.2M | $0 | 5 | 100 |
| Mar 2014 | $129.2M | $129.2M | $0 | 4 | 100 |
| Mar 2013 | $149.8M | $102.9M | $46.9M | 4 | 100 |
| Mar 2012 | $132M | $91.6M | $40.4M | 1 | 132 |
| Jun 2011 | $118.9M | $86.1M | $32.7M | 5 | -- |
| Jun 2011 | $118.9M | $86.1M | $32.7M | 5 | -- |
| Oct 2010 | $78.8M | $78.8M | $0 | 5 | -- |
| Mar 2010 | $78.8M | $78.8M | $0 | 5 | -- |
| Mar 2008 | $88.1M | $88.1M | $0 | 5 | -- |
| Mar 2007 | $74.2M | $74.2M | $0 | 5 | -- |
| Mar 2006 | $63.2M | $63.2M | $0 | 5 | -- |
| Jul 2004 | $47.3M | $47.3M | $0 | 5 | -- |
| Mar 2002 | $48.9M | $48.9M | $0 | 5 | -- |
| May 2001 | $66.3M | $66.3M | $0 | 5 | -- |
DateMar 2025
Total AUM$190.8M
Discretionary$190.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$177M
Discretionary$177M
Non-Disc.$0
Employees5
Clients0
DateNov 2023
Total AUM$166.7M
Discretionary$166.7M
Non-Disc.$0
Employees6
Clients1
DateAug 2023
Total AUM$166.7M
Discretionary$166.7M
Non-Disc.$0
Employees6
Clients1
DateMar 2023
Total AUM$166.7M
Discretionary$166.7M
Non-Disc.$0
Employees6
Clients1
DateMar 2022
Total AUM$317.3M
Discretionary$317.3M
Non-Disc.$0
Employees6
Clients0
DateOct 2021
Total AUM$243.9M
Discretionary$243.9M
Non-Disc.$0
Employees5
Clients0
DateOct 2021
Total AUM$243.9M
Discretionary$243.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$243.9M
Discretionary$243.9M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$162.1M
Discretionary$162.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$162.1M
Discretionary$162.1M
Non-Disc.$0
Employees6
Clients0
DateNov 2019
Total AUM$133.6M
Discretionary$133.6M
Non-Disc.$0
Employees6
Clients0
DateJun 2019
Total AUM$133.6M
Discretionary$133.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$133.6M
Discretionary$133.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$153.5M
Discretionary$153.5M
Non-Disc.$0
Employees6
Clients1
DateSep 2017
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees6
Clients200
DateJun 2017
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees6
Clients200
DateMay 2017
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees6
Clients200
DateMar 2017
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees6
Clients200
DateMar 2016
Total AUM$136.9M
Discretionary$136.9M
Non-Disc.$0
Employees4
Clients100
DateMar 2015
Total AUM$146.7M
Discretionary$146.7M
Non-Disc.$0
Employees5
Clients100
DateOct 2014
Total AUM$129.2M
Discretionary$129.2M
Non-Disc.$0
Employees5
Clients100
DateMar 2014
Total AUM$129.2M
Discretionary$129.2M
Non-Disc.$0
Employees4
Clients100
DateMar 2013
Total AUM$149.8M
Discretionary$102.9M
Non-Disc.$46.9M
Employees4
Clients100
DateMar 2012
Total AUM$132M
Discretionary$91.6M
Non-Disc.$40.4M
Employees1
Clients132
DateJun 2011
Total AUM$118.9M
Discretionary$86.1M
Non-Disc.$32.7M
Employees5
Clients--
DateJun 2011
Total AUM$118.9M
Discretionary$86.1M
Non-Disc.$32.7M
Employees5
Clients--
DateOct 2010
Total AUM$78.8M
Discretionary$78.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$78.8M
Discretionary$78.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$88.1M
Discretionary$88.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$74.2M
Discretionary$74.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$63.2M
Discretionary$63.2M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$47.3M
Discretionary$47.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$48.9M
Discretionary$48.9M
Non-Disc.$0
Employees5
Clients--
DateMay 2001
Total AUM$66.3M
Discretionary$66.3M
Non-Disc.$0
Employees5
Clients--