GIOKAS WEALTH ADVISORS
CRD #108957 SEC #801-58032 WILLIAMSVILLE, NY 716-634-2211
SEC Registered
Total AUM
$13M
Discretionary
$0
Employees
1
Clients
11
Accounts
105
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2016 | $13M | $0 | $13M | 1 | 26 |
| Mar 2016 | $13M | $0 | $13M | 1 | 26 |
| Jul 2015 | $19.2M | $19.2M | $0 | 2 | 26 |
| Mar 2015 | $19.2M | $19.2M | $0 | 2 | 26 |
| Jul 2014 | $20.6M | $20.6M | $0 | 2 | 26 |
| Jun 2014 | $20.6M | $20.6M | $0 | 2 | 26 |
| May 2014 | $20.6M | $20.6M | $0 | 2 | 26 |
| Mar 2014 | $20.6M | $20.6M | $0 | 2 | 26 |
| Mar 2014 | $17.5M | $17.5M | $0 | 2 | 26 |
| Nov 2013 | $17.5M | $17.5M | $0 | 2 | 26 |
| Oct 2013 | $17.5M | $17.5M | $0 | 2 | 26 |
| Jun 2013 | $17.5M | $17.5M | $0 | 2 | 26 |
| Mar 2013 | $21.8M | $21.8M | $0 | 2 | 26 |
| Mar 2013 | $30M | $30M | $0 | 4 | 26 |
| Oct 2012 | $30M | $30M | $0 | 4 | 26 |
| Jul 2012 | $30M | $30M | $0 | 6 | 26 |
| Jun 2012 | $37.8M | $37.8M | $0 | 6 | 26 |
| Jun 2012 | $37.8M | $37.8M | $0 | 6 | 26 |
| Jan 2011 | $36M | $36M | $0 | 10 | -- |
| Oct 2010 | $36M | $36M | $0 | 10 | -- |
| Mar 2009 | $31M | $31M | $0 | 10 | -- |
| Apr 2007 | $40M | $40M | $0 | 10 | -- |
| Mar 2006 | $43.1M | $43.1M | $0 | 10 | -- |
| Sep 2005 | $64.7M | $64.7M | $0 | 10 | -- |
| Sep 2004 | $64.7M | $64.7M | $0 | 10 | -- |
| Apr 2002 | $205.7M | $205.7M | $0 | 10 | -- |
| Mar 2002 | $205.7M | $205.7M | $0 | 10 | -- |
DateApr 2016
Total AUM$13M
Discretionary$0
Non-Disc.$13M
Employees1
Clients26
DateMar 2016
Total AUM$13M
Discretionary$0
Non-Disc.$13M
Employees1
Clients26
DateJul 2015
Total AUM$19.2M
Discretionary$19.2M
Non-Disc.$0
Employees2
Clients26
DateMar 2015
Total AUM$19.2M
Discretionary$19.2M
Non-Disc.$0
Employees2
Clients26
DateJul 2014
Total AUM$20.6M
Discretionary$20.6M
Non-Disc.$0
Employees2
Clients26
DateJun 2014
Total AUM$20.6M
Discretionary$20.6M
Non-Disc.$0
Employees2
Clients26
DateMay 2014
Total AUM$20.6M
Discretionary$20.6M
Non-Disc.$0
Employees2
Clients26
DateMar 2014
Total AUM$20.6M
Discretionary$20.6M
Non-Disc.$0
Employees2
Clients26
DateMar 2014
Total AUM$17.5M
Discretionary$17.5M
Non-Disc.$0
Employees2
Clients26
DateNov 2013
Total AUM$17.5M
Discretionary$17.5M
Non-Disc.$0
Employees2
Clients26
DateOct 2013
Total AUM$17.5M
Discretionary$17.5M
Non-Disc.$0
Employees2
Clients26
DateJun 2013
Total AUM$17.5M
Discretionary$17.5M
Non-Disc.$0
Employees2
Clients26
DateMar 2013
Total AUM$21.8M
Discretionary$21.8M
Non-Disc.$0
Employees2
Clients26
DateMar 2013
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees4
Clients26
DateOct 2012
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees4
Clients26
DateJul 2012
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees6
Clients26
DateJun 2012
Total AUM$37.8M
Discretionary$37.8M
Non-Disc.$0
Employees6
Clients26
DateJun 2012
Total AUM$37.8M
Discretionary$37.8M
Non-Disc.$0
Employees6
Clients26
DateJan 2011
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees10
Clients--
DateApr 2007
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$43.1M
Discretionary$43.1M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$64.7M
Discretionary$64.7M
Non-Disc.$0
Employees10
Clients--
DateSep 2004
Total AUM$64.7M
Discretionary$64.7M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$205.7M
Discretionary$205.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$205.7M
Discretionary$205.7M
Non-Disc.$0
Employees10
Clients--