SUCCESSFUL FINANCIAL SOLUTIONS INC
CRD #108532 SEC #801-56527 NORTHBROOK, IL 847-480-1490
SEC Registered
Total AUM
$30.3M
Discretionary
$30.3M
Employees
10
Clients
51
Accounts
42
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2003 | $40.7M | $40.7M | $0 | 5 | -- |
| Apr 2002 | $30.3M | $30.3M | $0 | 10 | -- |
| Sep 2001 | $28.1M | $28.1M | $0 | 10 | -- |
DateOct 2003
Total AUM$40.7M
Discretionary$40.7M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$30.3M
Discretionary$30.3M
Non-Disc.$0
Employees10
Clients--
DateSep 2001
Total AUM$28.1M
Discretionary$28.1M
Non-Disc.$0
Employees10
Clients--