RIA Intelligence

FINANCIAL CONNECTIONS GROUP, INC.

CRD #108906 SEC #801-57202 LARKSPUR, CA 415-924-1091
SEC Registered
Total AUM
$480.8M
Discretionary
$480.8M
Employees
8
Clients
51
Accounts
986

AUM Over Time

DateFeb 2025
Total AUM$480.8M
Discretionary$480.8M
Non-Disc.$0
Employees8
Clients48
DateDec 2024
Total AUM$427.2M
Discretionary$427.2M
Non-Disc.$0
Employees7
Clients49
DateFeb 2024
Total AUM$427.2M
Discretionary$427.2M
Non-Disc.$0
Employees7
Clients49
DateFeb 2023
Total AUM$384.8M
Discretionary$384.8M
Non-Disc.$0
Employees7
Clients67
DateOct 2022
Total AUM$434.3M
Discretionary$434.3M
Non-Disc.$0
Employees7
Clients71
DateOct 2022
Total AUM$434.3M
Discretionary$434.3M
Non-Disc.$0
Employees7
Clients71
DateJul 2022
Total AUM$434.3M
Discretionary$434.3M
Non-Disc.$0
Employees7
Clients71
DateMar 2022
Total AUM$434.3M
Discretionary$434.3M
Non-Disc.$0
Employees7
Clients71
DateFeb 2021
Total AUM$370.8M
Discretionary$370.8M
Non-Disc.$0
Employees7
Clients52
DateMay 2020
Total AUM$328.3M
Discretionary$328.3M
Non-Disc.$0
Employees5
Clients80
DateFeb 2020
Total AUM$328.3M
Discretionary$328.3M
Non-Disc.$0
Employees5
Clients80
DateFeb 2019
Total AUM$265.4M
Discretionary$265.4M
Non-Disc.$0
Employees6
Clients58
DateMar 2018
Total AUM$261.8M
Discretionary$261.8M
Non-Disc.$0
Employees6
Clients58
DateJul 2017
Total AUM$221.3M
Discretionary$221.3M
Non-Disc.$0
Employees5
Clients200
DateFeb 2017
Total AUM$221.3M
Discretionary$221.3M
Non-Disc.$0
Employees5
Clients200
DateFeb 2017
Total AUM$221.3M
Discretionary$221.3M
Non-Disc.$0
Employees5
Clients200
DateFeb 2016
Total AUM$216M
Discretionary$216M
Non-Disc.$0
Employees5
Clients200
DateFeb 2015
Total AUM$206.8M
Discretionary$206.8M
Non-Disc.$0
Employees5
Clients200
DateJan 2015
Total AUM$206.8M
Discretionary$206.8M
Non-Disc.$0
Employees5
Clients200
DateMar 2014
Total AUM$187M
Discretionary$187M
Non-Disc.$0
Employees5
Clients200
DateFeb 2014
Total AUM$187M
Discretionary$187M
Non-Disc.$0
Employees5
Clients200
DateMar 2013
Total AUM$158.8M
Discretionary$158.8M
Non-Disc.$0
Employees5
Clients200
DateMar 2012
Total AUM$131.7M
Discretionary$131.7M
Non-Disc.$0
Employees1
Clients188
DateJul 2011
Total AUM$127.5M
Discretionary$127.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$127.5M
Discretionary$127.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$114.7M
Discretionary$114.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$114.7M
Discretionary$114.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$97M
Discretionary$97M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$97M
Discretionary$97M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$134.8M
Discretionary$134.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$113.5M
Discretionary$113.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$93.4M
Discretionary$93.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$75.7M
Discretionary$75.7M
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$75.7M
Discretionary$75.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$53.7M
Discretionary$53.7M
Non-Disc.$0
Employees5
Clients--