CYMRIC FAMILY OFFICE SERVICES
CRD #109851 SEC #801-51614 COSTA MESA, CA 714-641-1402
SEC Registered
Total AUM
$212.3M
Discretionary
$0
Employees
10
Clients
26
Accounts
52
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2008 | $186.3M | $0 | $186.3M | 10 | -- |
| Oct 2007 | $212.3M | $0 | $212.3M | 10 | -- |
| Mar 2007 | $212.3M | $0 | $212.3M | 10 | -- |
| Nov 2006 | $142.1M | $0 | $142.1M | 10 | -- |
| Mar 2006 | $142.1M | $0 | $142.1M | 10 | -- |
| Jul 2004 | $139.4M | $0 | $139.4M | 5 | -- |
| Apr 2004 | $139.4M | $0 | $139.4M | 5 | -- |
DateMar 2008
Total AUM$186.3M
Discretionary$0
Non-Disc.$186.3M
Employees10
Clients--
DateOct 2007
Total AUM$212.3M
Discretionary$0
Non-Disc.$212.3M
Employees10
Clients--
DateMar 2007
Total AUM$212.3M
Discretionary$0
Non-Disc.$212.3M
Employees10
Clients--
DateNov 2006
Total AUM$142.1M
Discretionary$0
Non-Disc.$142.1M
Employees10
Clients--
DateMar 2006
Total AUM$142.1M
Discretionary$0
Non-Disc.$142.1M
Employees10
Clients--
DateJul 2004
Total AUM$139.4M
Discretionary$0
Non-Disc.$139.4M
Employees5
Clients--
DateApr 2004
Total AUM$139.4M
Discretionary$0
Non-Disc.$139.4M
Employees5
Clients--