MANAGED FINANCIAL SERVICES CORP INC
CRD #109806 SEC #801-56058 HOUSTON, TX 281-880-7200
SEC Registered
Total AUM
$58M
Discretionary
$58M
Employees
1
Clients
0
Accounts
205
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $58M | $58M | $0 | 1 | 200 |
| Jun 2012 | $58M | $58M | $0 | 1 | 200 |
| Jun 2012 | $58M | $58M | $0 | 1 | 200 |
| May 2012 | $58M | $58M | $0 | 1 | 200 |
| Mar 2012 | $62M | $62M | $0 | 1 | 200 |
| Apr 2011 | $68M | $68M | $0 | 5 | -- |
| Feb 2011 | $68M | $68M | $0 | 5 | -- |
| Jan 2011 | $68M | $68M | $0 | 5 | -- |
| May 2010 | $51M | $51M | $0 | 5 | -- |
| Apr 2010 | $51M | $51M | $0 | 5 | -- |
| Apr 2009 | $48M | $48M | $0 | 5 | -- |
| Feb 2009 | $48M | $48M | $0 | 5 | -- |
| Mar 2008 | $55M | $55M | $0 | 5 | -- |
| Feb 2007 | $53M | $53M | $0 | 5 | -- |
| Feb 2006 | $47M | $47M | $0 | 5 | -- |
| Jun 2004 | $47M | $41M | $6M | 5 | -- |
| Apr 2004 | $47M | $41M | $6M | 5 | -- |
| Mar 2002 | $45.9M | $38.9M | $7M | 5 | -- |
DateJun 2012
Total AUM$58M
Discretionary$58M
Non-Disc.$0
Employees1
Clients200
DateJun 2012
Total AUM$58M
Discretionary$58M
Non-Disc.$0
Employees1
Clients200
DateJun 2012
Total AUM$58M
Discretionary$58M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$58M
Discretionary$58M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees1
Clients200
DateApr 2011
Total AUM$68M
Discretionary$68M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$68M
Discretionary$68M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$68M
Discretionary$68M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$51M
Discretionary$51M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$51M
Discretionary$51M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$53M
Discretionary$53M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$47M
Discretionary$47M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$47M
Discretionary$41M
Non-Disc.$6M
Employees5
Clients--
DateApr 2004
Total AUM$47M
Discretionary$41M
Non-Disc.$6M
Employees5
Clients--
DateMar 2002
Total AUM$45.9M
Discretionary$38.9M
Non-Disc.$7M
Employees5
Clients--