ADVISOR FINANCIAL SERVICES, LLP
CRD #110115 SEC #801-60222 WOODSTOCK, GA 770-517-6411
SEC Registered
Total AUM
$512M
Discretionary
$512M
Employees
16
Clients
--
Accounts
1,776
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2016 | $512M | $512M | $0 | 16 | 1,000 |
| Mar 2015 | $473.1M | $473.1M | $0 | 14 | 1,000 |
| Feb 2014 | $430.1M | $430.1M | $0 | 13 | 900 |
| Jan 2013 | $333.8M | $333.8M | $0 | 7 | 800 |
| Jan 2013 | $283.2M | $283.2M | $0 | 8 | 1,000 |
| Nov 2012 | $283.2M | $283.2M | $0 | 8 | 1,000 |
| Feb 2012 | $283.2M | $283.2M | $0 | 6 | 1,000 |
| Nov 2011 | $266.3M | $266.3M | $0 | 6 | 1,000 |
| Mar 2011 | $266.3M | $266.3M | $0 | 10 | -- |
| Oct 2010 | $287.2M | $287.2M | $0 | 10 | -- |
| Dec 2007 | $229.4M | $229.4M | $0 | 10 | -- |
| Mar 2007 | $229.4M | $229.4M | $0 | 10 | -- |
| Nov 2006 | $195.8M | $195.8M | $0 | 10 | -- |
| Nov 2005 | $216.9M | $216.9M | $0 | 10 | -- |
| Dec 2003 | $146M | $146M | $0 | 5 | -- |
| Mar 2002 | $175.7M | $175.7M | $0 | 5 | -- |
DateFeb 2016
Total AUM$512M
Discretionary$512M
Non-Disc.$0
Employees16
Clients1,000
DateMar 2015
Total AUM$473.1M
Discretionary$473.1M
Non-Disc.$0
Employees14
Clients1,000
DateFeb 2014
Total AUM$430.1M
Discretionary$430.1M
Non-Disc.$0
Employees13
Clients900
DateJan 2013
Total AUM$333.8M
Discretionary$333.8M
Non-Disc.$0
Employees7
Clients800
DateJan 2013
Total AUM$283.2M
Discretionary$283.2M
Non-Disc.$0
Employees8
Clients1,000
DateNov 2012
Total AUM$283.2M
Discretionary$283.2M
Non-Disc.$0
Employees8
Clients1,000
DateFeb 2012
Total AUM$283.2M
Discretionary$283.2M
Non-Disc.$0
Employees6
Clients1,000
DateNov 2011
Total AUM$266.3M
Discretionary$266.3M
Non-Disc.$0
Employees6
Clients1,000
DateMar 2011
Total AUM$266.3M
Discretionary$266.3M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$287.2M
Discretionary$287.2M
Non-Disc.$0
Employees10
Clients--
DateDec 2007
Total AUM$229.4M
Discretionary$229.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$229.4M
Discretionary$229.4M
Non-Disc.$0
Employees10
Clients--
DateNov 2006
Total AUM$195.8M
Discretionary$195.8M
Non-Disc.$0
Employees10
Clients--
DateNov 2005
Total AUM$216.9M
Discretionary$216.9M
Non-Disc.$0
Employees10
Clients--
DateDec 2003
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$175.7M
Discretionary$175.7M
Non-Disc.$0
Employees5
Clients--