WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP
Legal name: US ADVISORY GROUP INC
CRD #109291 SEC #801-56179 WAKEFIELD, MA 781-246-0222
SEC Registered
Total AUM
$53.5M
Discretionary
$0
Employees
3
Clients
26
Accounts
166
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2016 | $53.5M | $0 | $53.5M | 3 | 26 |
| Jul 2016 | $53.5M | $0 | $53.5M | 4 | 26 |
| Jun 2016 | $82.3M | $0 | $82.3M | 4 | 26 |
| Apr 2016 | $82.3M | $82.3M | $0 | 4 | 26 |
| Mar 2016 | $82.3M | $82.3M | $0 | 4 | 26 |
| Mar 2015 | $116.5M | $81.2M | $35.3M | 4 | 26 |
| Mar 2015 | $116.5M | $81.2M | $35.3M | 4 | 26 |
| Sep 2014 | $90.4M | $72.1M | $18.4M | 5 | 26 |
| Mar 2014 | $81M | $70.3M | $10.6M | 5 | 26 |
| May 2013 | $106.5M | $75M | $31.5M | 5 | 200 |
| Mar 2013 | $106.5M | $75M | $31.5M | 5 | 200 |
| Dec 2012 | $90M | $78M | $12M | 5 | 128 |
| Mar 2012 | $90M | $78M | $12M | 6 | 128 |
| Mar 2011 | $90M | $78M | $12M | 10 | -- |
| Jul 2010 | $90M | $75M | $15M | 10 | -- |
| Nov 2007 | $51.3M | $9.5M | $41.8M | 5 | -- |
| May 2007 | $51.3M | $9.5M | $41.8M | 5 | -- |
| Jan 2007 | $30.2M | $6.1M | $24.2M | 5 | -- |
| Sep 2005 | $28.8M | $0 | $28.8M | 5 | -- |
| Apr 2004 | $28.9M | $22.1M | $6.7M | 5 | -- |
DateJul 2016
Total AUM$53.5M
Discretionary$0
Non-Disc.$53.5M
Employees3
Clients26
DateJul 2016
Total AUM$53.5M
Discretionary$0
Non-Disc.$53.5M
Employees4
Clients26
DateJun 2016
Total AUM$82.3M
Discretionary$0
Non-Disc.$82.3M
Employees4
Clients26
DateApr 2016
Total AUM$82.3M
Discretionary$82.3M
Non-Disc.$0
Employees4
Clients26
DateMar 2016
Total AUM$82.3M
Discretionary$82.3M
Non-Disc.$0
Employees4
Clients26
DateMar 2015
Total AUM$116.5M
Discretionary$81.2M
Non-Disc.$35.3M
Employees4
Clients26
DateMar 2015
Total AUM$116.5M
Discretionary$81.2M
Non-Disc.$35.3M
Employees4
Clients26
DateSep 2014
Total AUM$90.4M
Discretionary$72.1M
Non-Disc.$18.4M
Employees5
Clients26
DateMar 2014
Total AUM$81M
Discretionary$70.3M
Non-Disc.$10.6M
Employees5
Clients26
DateMay 2013
Total AUM$106.5M
Discretionary$75M
Non-Disc.$31.5M
Employees5
Clients200
DateMar 2013
Total AUM$106.5M
Discretionary$75M
Non-Disc.$31.5M
Employees5
Clients200
DateDec 2012
Total AUM$90M
Discretionary$78M
Non-Disc.$12M
Employees5
Clients128
DateMar 2012
Total AUM$90M
Discretionary$78M
Non-Disc.$12M
Employees6
Clients128
DateMar 2011
Total AUM$90M
Discretionary$78M
Non-Disc.$12M
Employees10
Clients--
DateJul 2010
Total AUM$90M
Discretionary$75M
Non-Disc.$15M
Employees10
Clients--
DateNov 2007
Total AUM$51.3M
Discretionary$9.5M
Non-Disc.$41.8M
Employees5
Clients--
DateMay 2007
Total AUM$51.3M
Discretionary$9.5M
Non-Disc.$41.8M
Employees5
Clients--
DateJan 2007
Total AUM$30.2M
Discretionary$6.1M
Non-Disc.$24.2M
Employees5
Clients--
DateSep 2005
Total AUM$28.8M
Discretionary$0
Non-Disc.$28.8M
Employees5
Clients--
DateApr 2004
Total AUM$28.9M
Discretionary$22.1M
Non-Disc.$6.7M
Employees5
Clients--