ACCOUNTANTS FINANCIAL ALLIANCE, INC.
CRD #109187 SEC #801-58145 CALABASAS, CA 818-708-0111
SEC Registered
Total AUM
$73.9M
Discretionary
$70.5M
Employees
10
Clients
10
Accounts
189
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2009 | $4.7M | $4.7M | $0 | 5 | -- |
| Mar 2009 | $4.7M | $4.7M | $0 | 5 | -- |
| Feb 2009 | $4.7M | $4.7M | $0 | 5 | -- |
| Oct 2005 | $73.9M | $70.5M | $3.4M | 10 | -- |
| Mar 2004 | $41M | $41M | $0 | 10 | -- |
| Dec 2003 | $73.6M | $70.4M | $3.2M | 10 | -- |
| Nov 2003 | $73.6M | $70.4M | $3.2M | 10 | -- |
| Oct 2003 | $73.6M | $70.4M | $3.2M | 10 | -- |
| Oct 2003 | $73.6M | $70.4M | $3.2M | 10 | -- |
| Sep 2001 | $36M | $34M | $2M | 10 | -- |
DateMar 2009
Total AUM$4.7M
Discretionary$4.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$4.7M
Discretionary$4.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$4.7M
Discretionary$4.7M
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$73.9M
Discretionary$70.5M
Non-Disc.$3.4M
Employees10
Clients--
DateMar 2004
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees10
Clients--
DateDec 2003
Total AUM$73.6M
Discretionary$70.4M
Non-Disc.$3.2M
Employees10
Clients--
DateNov 2003
Total AUM$73.6M
Discretionary$70.4M
Non-Disc.$3.2M
Employees10
Clients--
DateOct 2003
Total AUM$73.6M
Discretionary$70.4M
Non-Disc.$3.2M
Employees10
Clients--
DateOct 2003
Total AUM$73.6M
Discretionary$70.4M
Non-Disc.$3.2M
Employees10
Clients--
DateSep 2001
Total AUM$36M
Discretionary$34M
Non-Disc.$2M
Employees10
Clients--