RETIREMENT ADVISORY SERVICES CORP.
Legal name: RETIREMENT ADVISORY SERVICES CORP
CRD #108609 SEC #801-57956 FORT WASHINGTON, PA 215-628-8500
SEC Registered
Total AUM
$116.2M
Discretionary
$62.9M
Employees
3
Clients
1
Accounts
257
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $116.2M | $62.9M | $53.3M | 3 | 200 |
| Mar 2016 | $118M | $72.3M | $45.7M | 3 | 200 |
| Aug 2015 | $118.9M | $87.2M | $31.7M | 6 | 200 |
| Mar 2015 | $118.9M | $87.2M | $31.7M | 6 | 200 |
| Jan 2015 | $122.9M | $94.1M | $28.8M | 5 | 200 |
| Sep 2014 | $122.9M | $94.1M | $28.8M | 5 | 200 |
| Mar 2014 | $119.3M | $99.2M | $20.1M | 5 | 200 |
| Sep 2013 | $119.3M | $99.2M | $20.1M | 5 | 200 |
| Sep 2012 | $139.3M | $119.9M | $19.4M | 6 | 200 |
| Mar 2012 | $118.6M | $113.2M | $5.5M | 6 | 200 |
| Dec 2011 | $118.8M | $112.2M | $6.6M | 6 | 101 |
| Sep 2010 | $103.4M | $101.4M | $2M | 10 | -- |
| Sep 2007 | $125M | $75M | $50M | 5 | -- |
| Jan 2005 | $75M | $25M | $50M | 5 | -- |
| Apr 2002 | $45.2M | $39.2M | $6M | 5 | -- |
| Sep 2001 | $43.5M | $14.5M | $29M | 5 | -- |
DateMar 2017
Total AUM$116.2M
Discretionary$62.9M
Non-Disc.$53.3M
Employees3
Clients200
DateMar 2016
Total AUM$118M
Discretionary$72.3M
Non-Disc.$45.7M
Employees3
Clients200
DateAug 2015
Total AUM$118.9M
Discretionary$87.2M
Non-Disc.$31.7M
Employees6
Clients200
DateMar 2015
Total AUM$118.9M
Discretionary$87.2M
Non-Disc.$31.7M
Employees6
Clients200
DateJan 2015
Total AUM$122.9M
Discretionary$94.1M
Non-Disc.$28.8M
Employees5
Clients200
DateSep 2014
Total AUM$122.9M
Discretionary$94.1M
Non-Disc.$28.8M
Employees5
Clients200
DateMar 2014
Total AUM$119.3M
Discretionary$99.2M
Non-Disc.$20.1M
Employees5
Clients200
DateSep 2013
Total AUM$119.3M
Discretionary$99.2M
Non-Disc.$20.1M
Employees5
Clients200
DateSep 2012
Total AUM$139.3M
Discretionary$119.9M
Non-Disc.$19.4M
Employees6
Clients200
DateMar 2012
Total AUM$118.6M
Discretionary$113.2M
Non-Disc.$5.5M
Employees6
Clients200
DateDec 2011
Total AUM$118.8M
Discretionary$112.2M
Non-Disc.$6.6M
Employees6
Clients101
DateSep 2010
Total AUM$103.4M
Discretionary$101.4M
Non-Disc.$2M
Employees10
Clients--
DateSep 2007
Total AUM$125M
Discretionary$75M
Non-Disc.$50M
Employees5
Clients--
DateJan 2005
Total AUM$75M
Discretionary$25M
Non-Disc.$50M
Employees5
Clients--
DateApr 2002
Total AUM$45.2M
Discretionary$39.2M
Non-Disc.$6M
Employees5
Clients--
DateSep 2001
Total AUM$43.5M
Discretionary$14.5M
Non-Disc.$29M
Employees5
Clients--