PLAZA FINANCIAL ADVISORS INC
CRD #109593 SEC #801-56665 CLAYTON, MO 314-726-0600
SEC Registered
Total AUM
$26.2M
Discretionary
$5.2M
Employees
--
Clients
51
Accounts
108
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2011 | $26.2M | $5.2M | $21M | -- | -- |
| Mar 2011 | $26.2M | $5.2M | $21M | -- | -- |
| Mar 2008 | $221.5M | $180.9M | $40.6M | -- | -- |
| Jan 2008 | $233.1M | $30.6M | $202.6M | -- | -- |
| Aug 2004 | $82M | $37M | $45M | -- | -- |
| Dec 2003 | $82M | $37M | $45M | -- | -- |
| Mar 2002 | $47.6M | $47.6M | $0 | -- | -- |
DateApr 2011
Total AUM$26.2M
Discretionary$5.2M
Non-Disc.$21M
Employees--
Clients--
DateMar 2011
Total AUM$26.2M
Discretionary$5.2M
Non-Disc.$21M
Employees--
Clients--
DateMar 2008
Total AUM$221.5M
Discretionary$180.9M
Non-Disc.$40.6M
Employees--
Clients--
DateJan 2008
Total AUM$233.1M
Discretionary$30.6M
Non-Disc.$202.6M
Employees--
Clients--
DateAug 2004
Total AUM$82M
Discretionary$37M
Non-Disc.$45M
Employees--
Clients--
DateDec 2003
Total AUM$82M
Discretionary$37M
Non-Disc.$45M
Employees--
Clients--
DateMar 2002
Total AUM$47.6M
Discretionary$47.6M
Non-Disc.$0
Employees--
Clients--