SAVEDAILY.COM, INC.
CRD #108306 SEC #801-72546 COSTA MESA, CA 562-795-7500
SEC Registered
Total AUM
$1.2M
Discretionary
$1.2M
Employees
20
Clients
0
Accounts
248
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $1.2M | $1.2M | $0 | 20 | 248 |
| Mar 2017 | $1.7M | $1.7M | $0 | 20 | 223 |
| Jun 2016 | $1.3M | $1.3M | $0 | 20 | 223 |
| Mar 2016 | $1.3M | $1.3M | $0 | 20 | 13,000 |
| Mar 2015 | $33.6B | $203.2M | $33.4B | 20 | 13,000 |
| Oct 2014 | $287.4M | $0 | $287.4M | 23 | 13,000 |
| Mar 2014 | $287.4M | $0 | $287.4M | 23 | 13,000 |
| Oct 2013 | $250.6M | $0 | $250.6M | 20 | 690 |
| Mar 2013 | $187.3M | $0 | $187.3M | 15 | 690 |
| Dec 2012 | $187.3M | $0 | $187.3M | 15 | 690 |
| Nov 2012 | $187.3M | $0 | $187.3M | 15 | 690 |
| Mar 2012 | $3.5M | $260K | $3.2M | 6 | 690 |
| Jun 2011 | $3.5M | $260K | $3.2M | 10 | -- |
| Jun 2011 | $3.5M | $260K | $3.2M | 10 | -- |
| Sep 2005 | $3.5M | $260K | $3.2M | 10 | -- |
| Jul 2004 | $820K | $50K | $770K | 10 | -- |
| Jul 2001 | $600K | $0 | $600K | -- | -- |
DateMar 2018
Total AUM$1.2M
Discretionary$1.2M
Non-Disc.$0
Employees20
Clients248
DateMar 2017
Total AUM$1.7M
Discretionary$1.7M
Non-Disc.$0
Employees20
Clients223
DateJun 2016
Total AUM$1.3M
Discretionary$1.3M
Non-Disc.$0
Employees20
Clients223
DateMar 2016
Total AUM$1.3M
Discretionary$1.3M
Non-Disc.$0
Employees20
Clients13,000
DateMar 2015
Total AUM$33.6B
Discretionary$203.2M
Non-Disc.$33.4B
Employees20
Clients13,000
DateOct 2014
Total AUM$287.4M
Discretionary$0
Non-Disc.$287.4M
Employees23
Clients13,000
DateMar 2014
Total AUM$287.4M
Discretionary$0
Non-Disc.$287.4M
Employees23
Clients13,000
DateOct 2013
Total AUM$250.6M
Discretionary$0
Non-Disc.$250.6M
Employees20
Clients690
DateMar 2013
Total AUM$187.3M
Discretionary$0
Non-Disc.$187.3M
Employees15
Clients690
DateDec 2012
Total AUM$187.3M
Discretionary$0
Non-Disc.$187.3M
Employees15
Clients690
DateNov 2012
Total AUM$187.3M
Discretionary$0
Non-Disc.$187.3M
Employees15
Clients690
DateMar 2012
Total AUM$3.5M
Discretionary$260K
Non-Disc.$3.2M
Employees6
Clients690
DateJun 2011
Total AUM$3.5M
Discretionary$260K
Non-Disc.$3.2M
Employees10
Clients--
DateJun 2011
Total AUM$3.5M
Discretionary$260K
Non-Disc.$3.2M
Employees10
Clients--
DateSep 2005
Total AUM$3.5M
Discretionary$260K
Non-Disc.$3.2M
Employees10
Clients--
DateJul 2004
Total AUM$820K
Discretionary$50K
Non-Disc.$770K
Employees10
Clients--
DateJul 2001
Total AUM$600K
Discretionary$0
Non-Disc.$600K
Employees--
Clients--