ADAM FINANCIAL ASSOCIATES INC
CRD #109315 SEC #801-106548 BOCA RATON, FL 561-417-0001
SEC Registered
Total AUM
$160.8M
Discretionary
$160.8M
Employees
5
Clients
101
Accounts
632
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2020 | $160.8M | $160.8M | $0 | 5 | 0 |
| Sep 2019 | $160.8M | $160.8M | $0 | 5 | 0 |
| Mar 2019 | $160.8M | $160.8M | $0 | 5 | 0 |
| Mar 2018 | $166M | $166M | $0 | 5 | 0 |
| Mar 2018 | $166M | $166M | $0 | 5 | 0 |
| Mar 2018 | $166M | $166M | $0 | 5 | 0 |
| Mar 2017 | $131.1M | $131.1M | $0 | 4 | 200 |
| Oct 2016 | $120.5M | $120.5M | $0 | 4 | 200 |
| Mar 2016 | $120.5M | $120.5M | $0 | 4 | 200 |
| Aug 2015 | $120M | $120M | $0 | 4 | 200 |
| Jun 2012 | $70.4M | $70.4M | $0 | 1 | 132 |
| May 2012 | $70.4M | $70.4M | $0 | 1 | 132 |
| Mar 2012 | $70.4M | $70.4M | $0 | 1 | 132 |
| Mar 2011 | $73.9M | $73.9M | $0 | 5 | -- |
| Mar 2008 | $68.4M | $68.4M | $0 | 5 | -- |
| Mar 2007 | $60.8M | $60.8M | $0 | 5 | -- |
| Mar 2006 | $46.7M | $46.7M | $0 | 5 | -- |
| Feb 2005 | $39.5M | $39.5M | $0 | 5 | -- |
| Feb 2005 | $36M | $36M | $0 | 5 | -- |
| Aug 2004 | $31.4M | $31.4M | $0 | 5 | -- |
| Apr 2002 | $28.2M | $28.2M | $0 | 5 | -- |
DateJan 2020
Total AUM$160.8M
Discretionary$160.8M
Non-Disc.$0
Employees5
Clients0
DateSep 2019
Total AUM$160.8M
Discretionary$160.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$160.8M
Discretionary$160.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$166M
Discretionary$166M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$166M
Discretionary$166M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$166M
Discretionary$166M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$131.1M
Discretionary$131.1M
Non-Disc.$0
Employees4
Clients200
DateOct 2016
Total AUM$120.5M
Discretionary$120.5M
Non-Disc.$0
Employees4
Clients200
DateMar 2016
Total AUM$120.5M
Discretionary$120.5M
Non-Disc.$0
Employees4
Clients200
DateAug 2015
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees4
Clients200
DateJun 2012
Total AUM$70.4M
Discretionary$70.4M
Non-Disc.$0
Employees1
Clients132
DateMay 2012
Total AUM$70.4M
Discretionary$70.4M
Non-Disc.$0
Employees1
Clients132
DateMar 2012
Total AUM$70.4M
Discretionary$70.4M
Non-Disc.$0
Employees1
Clients132
DateMar 2011
Total AUM$73.9M
Discretionary$73.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$68.4M
Discretionary$68.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$60.8M
Discretionary$60.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$46.7M
Discretionary$46.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$39.5M
Discretionary$39.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$31.4M
Discretionary$31.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$28.2M
Discretionary$28.2M
Non-Disc.$0
Employees5
Clients--