HAISMAN WEALTH MANAGEMENT, INC.
CRD #108640 SEC #801-55611 FORT MYERS, FL 239-939-3235
SEC Registered
Total AUM
$33.7M
Discretionary
$33.7M
Employees
1
Clients
1
Accounts
208
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $33.7M | $33.7M | $7.3K | 1 | 26 |
| Jun 2012 | $33.7M | $33.7M | $7.3K | 1 | 26 |
| Apr 2012 | $33.7M | $33.7M | $7.3K | 1 | 26 |
| Mar 2012 | $33.7M | $33.7M | $7.3K | 1 | 26 |
| Mar 2012 | $33.7M | $33.7M | $7.3K | 1 | 26 |
| Jun 2011 | $36.8M | $36.2M | $611.3K | 5 | -- |
| Jun 2011 | $36.8M | $36.2M | $611.3K | 5 | -- |
| May 2011 | $30.7M | $29.9M | $826.5K | 5 | -- |
| Dec 2010 | $34.7M | $34.3M | $408.4K | 5 | -- |
| Aug 2010 | $34.7M | $34.3M | $408.4K | 5 | -- |
| Sep 2008 | $52.7M | $44.8M | $7.9M | 5 | -- |
| Mar 2007 | $98.1M | $33M | $65.1M | 5 | -- |
| Mar 2006 | $73M | $70M | $3M | 5 | -- |
| Mar 2006 | $94.7M | $83.8M | $10.9M | 5 | -- |
| Sep 2004 | $81.6M | $68.7M | $12.9M | 5 | -- |
| Mar 2002 | $76.6M | $63.2M | $13.4M | 5 | -- |
DateJun 2012
Total AUM$33.7M
Discretionary$33.7M
Non-Disc.$7.3K
Employees1
Clients26
DateJun 2012
Total AUM$33.7M
Discretionary$33.7M
Non-Disc.$7.3K
Employees1
Clients26
DateApr 2012
Total AUM$33.7M
Discretionary$33.7M
Non-Disc.$7.3K
Employees1
Clients26
DateMar 2012
Total AUM$33.7M
Discretionary$33.7M
Non-Disc.$7.3K
Employees1
Clients26
DateMar 2012
Total AUM$33.7M
Discretionary$33.7M
Non-Disc.$7.3K
Employees1
Clients26
DateJun 2011
Total AUM$36.8M
Discretionary$36.2M
Non-Disc.$611.3K
Employees5
Clients--
DateJun 2011
Total AUM$36.8M
Discretionary$36.2M
Non-Disc.$611.3K
Employees5
Clients--
DateMay 2011
Total AUM$30.7M
Discretionary$29.9M
Non-Disc.$826.5K
Employees5
Clients--
DateDec 2010
Total AUM$34.7M
Discretionary$34.3M
Non-Disc.$408.4K
Employees5
Clients--
DateAug 2010
Total AUM$34.7M
Discretionary$34.3M
Non-Disc.$408.4K
Employees5
Clients--
DateSep 2008
Total AUM$52.7M
Discretionary$44.8M
Non-Disc.$7.9M
Employees5
Clients--
DateMar 2007
Total AUM$98.1M
Discretionary$33M
Non-Disc.$65.1M
Employees5
Clients--
DateMar 2006
Total AUM$73M
Discretionary$70M
Non-Disc.$3M
Employees5
Clients--
DateMar 2006
Total AUM$94.7M
Discretionary$83.8M
Non-Disc.$10.9M
Employees5
Clients--
DateSep 2004
Total AUM$81.6M
Discretionary$68.7M
Non-Disc.$12.9M
Employees5
Clients--
DateMar 2002
Total AUM$76.6M
Discretionary$63.2M
Non-Disc.$13.4M
Employees5
Clients--