BUDGE FINANCIAL INC
CRD #108256 SEC #801-30781 DALLAS, TX 214-363-3008
SEC Registered Private Funds Disclosures
Total AUM
$127.2M
Discretionary
$0
Employees
1
Clients
0
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2020 | $127.2M | $0 | $127.2M | 1 | 0 |
| Mar 2020 | $127.2M | $0 | $127.2M | 1 | 0 |
| Mar 2019 | $187.1M | $0 | $187.1M | 1 | 0 |
| Mar 2018 | $197.7M | $0 | $197.7M | 1 | 0 |
| Sep 2017 | $142.4M | $0 | $142.4M | 1 | 11 |
| Mar 2017 | $209M | $0 | $209M | 1 | 11 |
| Oct 2016 | $211M | $0 | $211M | 1 | 11 |
| May 2016 | $211M | $0 | $211M | 1 | 11 |
| Mar 2016 | $296.2M | $0 | $296.2M | 1 | 11 |
| May 2015 | $481M | $0 | $481M | 1 | 11 |
| Mar 2015 | $481.1M | $0 | $481.1M | 1 | 11 |
| Sep 2014 | $520.7M | $0 | $520.7M | 1 | 11 |
| Mar 2014 | $329.5M | $0 | $329.5M | 1 | 11 |
| Mar 2013 | $456.8M | $0 | $456.8M | 1 | 11 |
| Mar 2012 | $117.8M | $0 | $117.8M | 1 | 11 |
| Apr 2011 | $102.7M | $0 | $102.7M | 5 | -- |
| Mar 2010 | $102.8M | $0 | $102.8M | 5 | -- |
| Oct 2009 | $114.1M | $0 | $114.1M | 5 | -- |
| Mar 2009 | $114.1M | $0 | $114.1M | 5 | -- |
| May 2007 | $115.5M | $50.3M | $65.3M | 5 | -- |
| Sep 2005 | $151.5M | $69.2M | $82.4M | 5 | -- |
| Jan 2005 | $151.5M | $69.2M | $82.4M | 5 | -- |
| Oct 2003 | $192.6M | $96M | $96.6M | 5 | -- |
| May 2001 | $61.8M | $15.1M | $46.7M | 5 | -- |
DateDec 2020
Total AUM$127.2M
Discretionary$0
Non-Disc.$127.2M
Employees1
Clients0
DateMar 2020
Total AUM$127.2M
Discretionary$0
Non-Disc.$127.2M
Employees1
Clients0
DateMar 2019
Total AUM$187.1M
Discretionary$0
Non-Disc.$187.1M
Employees1
Clients0
DateMar 2018
Total AUM$197.7M
Discretionary$0
Non-Disc.$197.7M
Employees1
Clients0
DateSep 2017
Total AUM$142.4M
Discretionary$0
Non-Disc.$142.4M
Employees1
Clients11
DateMar 2017
Total AUM$209M
Discretionary$0
Non-Disc.$209M
Employees1
Clients11
DateOct 2016
Total AUM$211M
Discretionary$0
Non-Disc.$211M
Employees1
Clients11
DateMay 2016
Total AUM$211M
Discretionary$0
Non-Disc.$211M
Employees1
Clients11
DateMar 2016
Total AUM$296.2M
Discretionary$0
Non-Disc.$296.2M
Employees1
Clients11
DateMay 2015
Total AUM$481M
Discretionary$0
Non-Disc.$481M
Employees1
Clients11
DateMar 2015
Total AUM$481.1M
Discretionary$0
Non-Disc.$481.1M
Employees1
Clients11
DateSep 2014
Total AUM$520.7M
Discretionary$0
Non-Disc.$520.7M
Employees1
Clients11
DateMar 2014
Total AUM$329.5M
Discretionary$0
Non-Disc.$329.5M
Employees1
Clients11
DateMar 2013
Total AUM$456.8M
Discretionary$0
Non-Disc.$456.8M
Employees1
Clients11
DateMar 2012
Total AUM$117.8M
Discretionary$0
Non-Disc.$117.8M
Employees1
Clients11
DateApr 2011
Total AUM$102.7M
Discretionary$0
Non-Disc.$102.7M
Employees5
Clients--
DateMar 2010
Total AUM$102.8M
Discretionary$0
Non-Disc.$102.8M
Employees5
Clients--
DateOct 2009
Total AUM$114.1M
Discretionary$0
Non-Disc.$114.1M
Employees5
Clients--
DateMar 2009
Total AUM$114.1M
Discretionary$0
Non-Disc.$114.1M
Employees5
Clients--
DateMay 2007
Total AUM$115.5M
Discretionary$50.3M
Non-Disc.$65.3M
Employees5
Clients--
DateSep 2005
Total AUM$151.5M
Discretionary$69.2M
Non-Disc.$82.4M
Employees5
Clients--
DateJan 2005
Total AUM$151.5M
Discretionary$69.2M
Non-Disc.$82.4M
Employees5
Clients--
DateOct 2003
Total AUM$192.6M
Discretionary$96M
Non-Disc.$96.6M
Employees5
Clients--
DateMay 2001
Total AUM$61.8M
Discretionary$15.1M
Non-Disc.$46.7M
Employees5
Clients--