MID ATLANTIC FINANCIAL MANAGEMENT, INC.
CRD #109771 SEC #801-21527 PITTSBURGH, PA 412-391-7077
SEC Registered
Total AUM
$3.4B
Discretionary
$2.8B
Employees
96
Clients
101
Accounts
9,652
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2021 | $3.4B | $2.8B | $533.6M | 96 | 225 |
| Mar 2021 | $3.4B | $2.8B | $533.6M | 96 | 225 |
| Feb 2021 | $3B | $2.4B | $549.8M | 99 | 232 |
| Jan 2021 | $3B | $2.4B | $549.8M | 99 | 232 |
| Nov 2020 | $3B | $2.4B | $549.8M | 99 | 232 |
| Jun 2020 | $3B | $2.4B | $549.8M | 99 | 232 |
| Mar 2020 | $3B | $2.4B | $549.8M | 99 | 232 |
| Mar 2020 | $2.4B | $2B | $450.7M | 101 | 217 |
| Mar 2020 | $2.4B | $2B | $450.7M | 101 | 217 |
| Nov 2019 | $2.4B | $2B | $450.7M | 101 | 217 |
| Oct 2019 | $2.4B | $2B | $450.7M | 101 | 217 |
| Aug 2019 | $2.4B | $2B | $450.7M | 101 | 217 |
| Mar 2019 | $2.4B | $2B | $450.7M | 101 | 217 |
| Jan 2019 | $2.4B | $1.9B | $477.2M | 100 | 152 |
| Jun 2018 | $2.4B | $1.9B | $477.2M | 100 | 152 |
| Mar 2018 | $2.4B | $1.9B | $477.2M | 100 | 152 |
| Aug 2017 | $1.9B | $1.4B | $468.4M | 106 | 7,200 |
| Jul 2017 | $1.9B | $1.4B | $468.4M | 106 | 7,200 |
| Jun 2017 | $1.9B | $1.4B | $468.4M | 106 | 7,200 |
| Mar 2017 | $1.9B | $1.4B | $468.4M | 106 | 7,200 |
| Oct 2016 | $1.8B | $1.4B | $371.7M | 104 | 7,300 |
| Jul 2016 | $1.8B | $1.4B | $371.7M | 104 | 7,300 |
| Mar 2016 | $1.8B | $1.4B | $371.7M | 104 | 7,300 |
| Sep 2015 | $1.6B | $1.3B | $258.2M | 98 | 6,000 |
| May 2015 | $1.6B | $1.3B | $258.2M | 98 | 6,000 |
| Apr 2015 | $1.6B | $1.3B | $258.2M | 98 | 6,000 |
| Apr 2015 | $1.6B | $1.3B | $258.2M | 98 | 6,000 |
| Mar 2015 | $1.6B | $1.3B | $258.2M | 98 | 6,000 |
| Apr 2014 | $1.3B | $997.4M | $293.3M | 90 | 3,700 |
| Mar 2014 | $1.3B | $997.4M | $293.3M | 90 | 3,700 |
| Feb 2014 | $1B | $800M | $217.7M | 90 | 3,300 |
| Mar 2013 | $1B | $800M | $217.7M | 90 | 3,300 |
| Jan 2013 | $821.1M | $670.2M | $151M | 85 | 2,900 |
| Apr 2012 | $821.1M | $670.2M | $151M | 51 | 2,900 |
| Mar 2012 | $821.1M | $670.2M | $151M | 51 | 2,900 |
| Mar 2012 | $821.1M | $670.2M | $151M | 51 | 2,900 |
| Mar 2011 | $755.6M | $711.4M | $44.2M | 51 | -- |
| Feb 2011 | $545.2M | $545.2M | $0 | 51 | -- |
| Sep 2010 | $545.2M | $545.2M | $0 | 51 | -- |
| Oct 2009 | $365.9M | $365.9M | $0 | 51 | -- |
| Mar 2009 | $365.9M | $365.9M | $0 | 51 | -- |
| Feb 2009 | $516.9M | $516.9M | $0 | 51 | -- |
| May 2007 | $456.1M | $456.1M | $0 | 51 | -- |
| Mar 2007 | $456.1M | $456.1M | $0 | 51 | -- |
| Jan 2007 | $498.9M | $498.9M | $0 | 51 | -- |
| Dec 2005 | $518.6M | $518.6M | $0 | -- | -- |
| Sep 2005 | $518.6M | $518.6M | $0 | -- | -- |
| Jun 2004 | $675.1M | $675.1M | $0 | -- | -- |
| May 2004 | $222.1M | $222.1M | $0 | -- | -- |
| Apr 2004 | $222.1M | $222.1M | $0 | -- | -- |
| Apr 2004 | $222.1M | $222.1M | $0 | -- | -- |
| Mar 2004 | $222.1M | $222.1M | $0 | -- | -- |
| Jan 2004 | $157.1M | $157.1M | $0 | -- | -- |
| Dec 2003 | $157.1M | $157.1M | $0 | -- | -- |
| Apr 2002 | $225.1M | $225.1M | $0 | -- | -- |
DateJul 2021
Total AUM$3.4B
Discretionary$2.8B
Non-Disc.$533.6M
Employees96
Clients225
DateMar 2021
Total AUM$3.4B
Discretionary$2.8B
Non-Disc.$533.6M
Employees96
Clients225
DateFeb 2021
Total AUM$3B
Discretionary$2.4B
Non-Disc.$549.8M
Employees99
Clients232
DateJan 2021
Total AUM$3B
Discretionary$2.4B
Non-Disc.$549.8M
Employees99
Clients232
DateNov 2020
Total AUM$3B
Discretionary$2.4B
Non-Disc.$549.8M
Employees99
Clients232
DateJun 2020
Total AUM$3B
Discretionary$2.4B
Non-Disc.$549.8M
Employees99
Clients232
DateMar 2020
Total AUM$3B
Discretionary$2.4B
Non-Disc.$549.8M
Employees99
Clients232
DateMar 2020
Total AUM$2.4B
Discretionary$2B
Non-Disc.$450.7M
Employees101
Clients217
DateMar 2020
Total AUM$2.4B
Discretionary$2B
Non-Disc.$450.7M
Employees101
Clients217
DateNov 2019
Total AUM$2.4B
Discretionary$2B
Non-Disc.$450.7M
Employees101
Clients217
DateOct 2019
Total AUM$2.4B
Discretionary$2B
Non-Disc.$450.7M
Employees101
Clients217
DateAug 2019
Total AUM$2.4B
Discretionary$2B
Non-Disc.$450.7M
Employees101
Clients217
DateMar 2019
Total AUM$2.4B
Discretionary$2B
Non-Disc.$450.7M
Employees101
Clients217
DateJan 2019
Total AUM$2.4B
Discretionary$1.9B
Non-Disc.$477.2M
Employees100
Clients152
DateJun 2018
Total AUM$2.4B
Discretionary$1.9B
Non-Disc.$477.2M
Employees100
Clients152
DateMar 2018
Total AUM$2.4B
Discretionary$1.9B
Non-Disc.$477.2M
Employees100
Clients152
DateAug 2017
Total AUM$1.9B
Discretionary$1.4B
Non-Disc.$468.4M
Employees106
Clients7,200
DateJul 2017
Total AUM$1.9B
Discretionary$1.4B
Non-Disc.$468.4M
Employees106
Clients7,200
DateJun 2017
Total AUM$1.9B
Discretionary$1.4B
Non-Disc.$468.4M
Employees106
Clients7,200
DateMar 2017
Total AUM$1.9B
Discretionary$1.4B
Non-Disc.$468.4M
Employees106
Clients7,200
DateOct 2016
Total AUM$1.8B
Discretionary$1.4B
Non-Disc.$371.7M
Employees104
Clients7,300
DateJul 2016
Total AUM$1.8B
Discretionary$1.4B
Non-Disc.$371.7M
Employees104
Clients7,300
DateMar 2016
Total AUM$1.8B
Discretionary$1.4B
Non-Disc.$371.7M
Employees104
Clients7,300
DateSep 2015
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$258.2M
Employees98
Clients6,000
DateMay 2015
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$258.2M
Employees98
Clients6,000
DateApr 2015
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$258.2M
Employees98
Clients6,000
DateApr 2015
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$258.2M
Employees98
Clients6,000
DateMar 2015
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$258.2M
Employees98
Clients6,000
DateApr 2014
Total AUM$1.3B
Discretionary$997.4M
Non-Disc.$293.3M
Employees90
Clients3,700
DateMar 2014
Total AUM$1.3B
Discretionary$997.4M
Non-Disc.$293.3M
Employees90
Clients3,700
DateFeb 2014
Total AUM$1B
Discretionary$800M
Non-Disc.$217.7M
Employees90
Clients3,300
DateMar 2013
Total AUM$1B
Discretionary$800M
Non-Disc.$217.7M
Employees90
Clients3,300
DateJan 2013
Total AUM$821.1M
Discretionary$670.2M
Non-Disc.$151M
Employees85
Clients2,900
DateApr 2012
Total AUM$821.1M
Discretionary$670.2M
Non-Disc.$151M
Employees51
Clients2,900
DateMar 2012
Total AUM$821.1M
Discretionary$670.2M
Non-Disc.$151M
Employees51
Clients2,900
DateMar 2012
Total AUM$821.1M
Discretionary$670.2M
Non-Disc.$151M
Employees51
Clients2,900
DateMar 2011
Total AUM$755.6M
Discretionary$711.4M
Non-Disc.$44.2M
Employees51
Clients--
DateFeb 2011
Total AUM$545.2M
Discretionary$545.2M
Non-Disc.$0
Employees51
Clients--
DateSep 2010
Total AUM$545.2M
Discretionary$545.2M
Non-Disc.$0
Employees51
Clients--
DateOct 2009
Total AUM$365.9M
Discretionary$365.9M
Non-Disc.$0
Employees51
Clients--
DateMar 2009
Total AUM$365.9M
Discretionary$365.9M
Non-Disc.$0
Employees51
Clients--
DateFeb 2009
Total AUM$516.9M
Discretionary$516.9M
Non-Disc.$0
Employees51
Clients--
DateMay 2007
Total AUM$456.1M
Discretionary$456.1M
Non-Disc.$0
Employees51
Clients--
DateMar 2007
Total AUM$456.1M
Discretionary$456.1M
Non-Disc.$0
Employees51
Clients--
DateJan 2007
Total AUM$498.9M
Discretionary$498.9M
Non-Disc.$0
Employees51
Clients--
DateDec 2005
Total AUM$518.6M
Discretionary$518.6M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$518.6M
Discretionary$518.6M
Non-Disc.$0
Employees--
Clients--
DateJun 2004
Total AUM$675.1M
Discretionary$675.1M
Non-Disc.$0
Employees--
Clients--
DateMay 2004
Total AUM$222.1M
Discretionary$222.1M
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$222.1M
Discretionary$222.1M
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$222.1M
Discretionary$222.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$222.1M
Discretionary$222.1M
Non-Disc.$0
Employees--
Clients--
DateJan 2004
Total AUM$157.1M
Discretionary$157.1M
Non-Disc.$0
Employees--
Clients--
DateDec 2003
Total AUM$157.1M
Discretionary$157.1M
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$225.1M
Discretionary$225.1M
Non-Disc.$0
Employees--
Clients--