RESULTS ONE FINANCIAL, LLC
Legal name: CAPITAL STRATEGY PARTNERS
CRD #109269 SEC #801-57958 ELMHURST, IL 630-834-7880
SEC Registered
Total AUM
$161.3M
Discretionary
$75.2M
Employees
--
Clients
10
Accounts
645
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2009 | $129.6M | $75.6M | $54M | -- | -- |
| Sep 2009 | $129.6M | $75.6M | $54M | -- | -- |
| Mar 2008 | $194.3M | $105.6M | $88.7M | -- | -- |
| Jan 2008 | $161.3M | $75.2M | $86.1M | -- | -- |
| Dec 2007 | $161.3M | $75.2M | $86.1M | -- | -- |
| Mar 2007 | $161.3M | $75.2M | $86.1M | -- | -- |
| Feb 2007 | $161.3M | $75.2M | $86.1M | -- | -- |
| Feb 2007 | $161.3M | $75.2M | $86.1M | -- | -- |
| Mar 2006 | $142.2M | $61.7M | $80.5M | -- | -- |
| Sep 2005 | $134.2M | $55.6M | $78.5M | -- | -- |
| Jun 2005 | $134.2M | $55.6M | $78.5M | -- | -- |
| Apr 2004 | $121.2M | $58.8M | $62.5M | -- | -- |
| Mar 2004 | $121.2M | $58.8M | $62.5M | -- | -- |
| Mar 2002 | $45M | $42.7M | $2.2M | -- | -- |
| Oct 2001 | $26.6M | $26.2M | $447.7K | -- | -- |
| Sep 2001 | $26.6M | $26.2M | $447.7K | -- | -- |
DateOct 2009
Total AUM$129.6M
Discretionary$75.6M
Non-Disc.$54M
Employees--
Clients--
DateSep 2009
Total AUM$129.6M
Discretionary$75.6M
Non-Disc.$54M
Employees--
Clients--
DateMar 2008
Total AUM$194.3M
Discretionary$105.6M
Non-Disc.$88.7M
Employees--
Clients--
DateJan 2008
Total AUM$161.3M
Discretionary$75.2M
Non-Disc.$86.1M
Employees--
Clients--
DateDec 2007
Total AUM$161.3M
Discretionary$75.2M
Non-Disc.$86.1M
Employees--
Clients--
DateMar 2007
Total AUM$161.3M
Discretionary$75.2M
Non-Disc.$86.1M
Employees--
Clients--
DateFeb 2007
Total AUM$161.3M
Discretionary$75.2M
Non-Disc.$86.1M
Employees--
Clients--
DateFeb 2007
Total AUM$161.3M
Discretionary$75.2M
Non-Disc.$86.1M
Employees--
Clients--
DateMar 2006
Total AUM$142.2M
Discretionary$61.7M
Non-Disc.$80.5M
Employees--
Clients--
DateSep 2005
Total AUM$134.2M
Discretionary$55.6M
Non-Disc.$78.5M
Employees--
Clients--
DateJun 2005
Total AUM$134.2M
Discretionary$55.6M
Non-Disc.$78.5M
Employees--
Clients--
DateApr 2004
Total AUM$121.2M
Discretionary$58.8M
Non-Disc.$62.5M
Employees--
Clients--
DateMar 2004
Total AUM$121.2M
Discretionary$58.8M
Non-Disc.$62.5M
Employees--
Clients--
DateMar 2002
Total AUM$45M
Discretionary$42.7M
Non-Disc.$2.2M
Employees--
Clients--
DateOct 2001
Total AUM$26.6M
Discretionary$26.2M
Non-Disc.$447.7K
Employees--
Clients--
DateSep 2001
Total AUM$26.6M
Discretionary$26.2M
Non-Disc.$447.7K
Employees--
Clients--