STRAUSS FINANCIAL GROUP, INC.
CRD #109586 SEC #801-96209 BIRMINGHAM, AL 205-967-9595
SEC Registered
Total AUM
$139M
Discretionary
$139M
Employees
6
Clients
11
Accounts
650
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $139M | $139M | $0 | 6 | 0 |
| Mar 2020 | $139M | $139M | $0 | 6 | 0 |
| Feb 2019 | $124M | $124M | $0 | 8 | 0 |
| Jun 2018 | $109M | $109M | $0 | 6 | 0 |
| Mar 2018 | $109M | $109M | $0 | 6 | 0 |
| Sep 2017 | $103M | $103M | $0 | 6 | 214 |
| Mar 2017 | $103M | $103M | $0 | 6 | 214 |
| Feb 2017 | $103M | $103M | $0 | 6 | 214 |
| Oct 2016 | $100.7M | $100.7M | $0 | 5 | 245 |
| Feb 2016 | $100.7M | $100.7M | $0 | 5 | 245 |
| Apr 2015 | $100M | $100M | $0 | 6 | 160 |
| Mar 2012 | $70M | $70M | $0 | 1 | 200 |
| Mar 2011 | $75.4M | $75.4M | $0 | 5 | -- |
| Feb 2009 | $60M | $60M | $0 | 5 | -- |
| Apr 2007 | $95M | $85M | $10M | 5 | -- |
| Sep 2005 | $76M | $63M | $13M | 5 | -- |
| Sep 2005 | $76M | $63M | $13M | 5 | -- |
| May 2004 | $60M | $45M | $15M | 5 | -- |
| May 2002 | $40M | $0 | $40M | 5 | -- |
| Apr 2002 | $40M | $0 | $40M | 5 | -- |
| Apr 2002 | $40M | $0 | $40M | 5 | -- |
DateJun 2020
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees6
Clients0
DateFeb 2019
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees8
Clients0
DateJun 2018
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees6
Clients0
DateSep 2017
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees6
Clients214
DateMar 2017
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees6
Clients214
DateFeb 2017
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees6
Clients214
DateOct 2016
Total AUM$100.7M
Discretionary$100.7M
Non-Disc.$0
Employees5
Clients245
DateFeb 2016
Total AUM$100.7M
Discretionary$100.7M
Non-Disc.$0
Employees5
Clients245
DateApr 2015
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees6
Clients160
DateMar 2012
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$75.4M
Discretionary$75.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$95M
Discretionary$85M
Non-Disc.$10M
Employees5
Clients--
DateSep 2005
Total AUM$76M
Discretionary$63M
Non-Disc.$13M
Employees5
Clients--
DateSep 2005
Total AUM$76M
Discretionary$63M
Non-Disc.$13M
Employees5
Clients--
DateMay 2004
Total AUM$60M
Discretionary$45M
Non-Disc.$15M
Employees5
Clients--
DateMay 2002
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees5
Clients--
DateApr 2002
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees5
Clients--
DateApr 2002
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees5
Clients--