FINANCIAL SOLUTIONS, LLC
CRD #110149 SEC #801-107129 WAUKESHA, WI 262-542-5200
SEC Registered
Total AUM
$852.4M
Discretionary
$637.5M
Employees
12
Clients
--
Accounts
2,166
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $852.4M | $637.5M | $214.9M | 12 | 0 |
| Mar 2023 | $852.4M | $637.5M | $214.9M | 12 | 0 |
| Feb 2023 | $852.4M | $637.5M | $214.9M | 12 | 0 |
| Jan 2023 | $953.4M | $714.5M | $238.9M | 13 | 0 |
| Dec 2022 | $953.4M | $714.5M | $238.9M | 13 | 0 |
| Nov 2022 | $953.4M | $714.5M | $238.9M | 13 | 0 |
| Nov 2022 | $953.4M | $714.5M | $238.9M | 13 | 0 |
| Jul 2022 | $953.4M | $714.5M | $238.9M | 13 | 0 |
| Mar 2022 | $953.4M | $714.5M | $238.9M | 13 | 0 |
| Jan 2022 | $796M | $580.6M | $215.4M | 13 | 0 |
| Mar 2021 | $796M | $580.6M | $215.4M | 13 | 0 |
| Mar 2021 | $796M | $580.6M | $215.4M | 13 | 0 |
| May 2020 | $651M | $439.6M | $211.4M | 12 | 0 |
| May 2020 | $651M | $439.6M | $211.4M | 12 | 0 |
| Mar 2020 | $651M | $439.6M | $211.4M | 12 | 0 |
| Dec 2019 | $491.5M | $108.1M | $383.4M | 13 | 0 |
| Mar 2019 | $491.5M | $108.1M | $383.4M | 13 | 0 |
| Jan 2019 | $472.9M | $109M | $363.9M | 13 | 0 |
| Sep 2018 | $472.9M | $109M | $363.9M | 13 | 0 |
| Jul 2018 | $472.9M | $109M | $363.9M | 13 | 0 |
| Mar 2018 | $472.9M | $109M | $363.9M | 13 | 0 |
| Mar 2018 | $472.9M | $109M | $363.9M | 13 | 0 |
| Jan 2018 | $368.8M | $83.8M | $285M | 11 | 0 |
| Mar 2017 | $368.8M | $83.8M | $285M | 11 | 500 |
| Sep 2016 | $327.1M | $71.9M | $255.3M | 11 | 600 |
| Sep 2016 | $327.1M | $71.9M | $255.3M | 11 | 600 |
| Apr 2016 | $327.1M | $71.9M | $255.3M | 11 | 600 |
| Mar 2016 | $327.1M | $71.9M | $255.3M | 11 | 600 |
| Mar 2016 | $327.1M | $71.9M | $255.3M | 11 | 600 |
| Feb 2016 | $138.7M | $72.9M | $65.8M | 8 | 500 |
| Feb 2016 | $134.4M | $71.8M | $62.6M | 8 | 500 |
| Jan 2016 | $134.4M | $71.8M | $62.6M | 8 | 500 |
DateMar 2023
Total AUM$852.4M
Discretionary$637.5M
Non-Disc.$214.9M
Employees12
Clients0
DateMar 2023
Total AUM$852.4M
Discretionary$637.5M
Non-Disc.$214.9M
Employees12
Clients0
DateFeb 2023
Total AUM$852.4M
Discretionary$637.5M
Non-Disc.$214.9M
Employees12
Clients0
DateJan 2023
Total AUM$953.4M
Discretionary$714.5M
Non-Disc.$238.9M
Employees13
Clients0
DateDec 2022
Total AUM$953.4M
Discretionary$714.5M
Non-Disc.$238.9M
Employees13
Clients0
DateNov 2022
Total AUM$953.4M
Discretionary$714.5M
Non-Disc.$238.9M
Employees13
Clients0
DateNov 2022
Total AUM$953.4M
Discretionary$714.5M
Non-Disc.$238.9M
Employees13
Clients0
DateJul 2022
Total AUM$953.4M
Discretionary$714.5M
Non-Disc.$238.9M
Employees13
Clients0
DateMar 2022
Total AUM$953.4M
Discretionary$714.5M
Non-Disc.$238.9M
Employees13
Clients0
DateJan 2022
Total AUM$796M
Discretionary$580.6M
Non-Disc.$215.4M
Employees13
Clients0
DateMar 2021
Total AUM$796M
Discretionary$580.6M
Non-Disc.$215.4M
Employees13
Clients0
DateMar 2021
Total AUM$796M
Discretionary$580.6M
Non-Disc.$215.4M
Employees13
Clients0
DateMay 2020
Total AUM$651M
Discretionary$439.6M
Non-Disc.$211.4M
Employees12
Clients0
DateMay 2020
Total AUM$651M
Discretionary$439.6M
Non-Disc.$211.4M
Employees12
Clients0
DateMar 2020
Total AUM$651M
Discretionary$439.6M
Non-Disc.$211.4M
Employees12
Clients0
DateDec 2019
Total AUM$491.5M
Discretionary$108.1M
Non-Disc.$383.4M
Employees13
Clients0
DateMar 2019
Total AUM$491.5M
Discretionary$108.1M
Non-Disc.$383.4M
Employees13
Clients0
DateJan 2019
Total AUM$472.9M
Discretionary$109M
Non-Disc.$363.9M
Employees13
Clients0
DateSep 2018
Total AUM$472.9M
Discretionary$109M
Non-Disc.$363.9M
Employees13
Clients0
DateJul 2018
Total AUM$472.9M
Discretionary$109M
Non-Disc.$363.9M
Employees13
Clients0
DateMar 2018
Total AUM$472.9M
Discretionary$109M
Non-Disc.$363.9M
Employees13
Clients0
DateMar 2018
Total AUM$472.9M
Discretionary$109M
Non-Disc.$363.9M
Employees13
Clients0
DateJan 2018
Total AUM$368.8M
Discretionary$83.8M
Non-Disc.$285M
Employees11
Clients0
DateMar 2017
Total AUM$368.8M
Discretionary$83.8M
Non-Disc.$285M
Employees11
Clients500
DateSep 2016
Total AUM$327.1M
Discretionary$71.9M
Non-Disc.$255.3M
Employees11
Clients600
DateSep 2016
Total AUM$327.1M
Discretionary$71.9M
Non-Disc.$255.3M
Employees11
Clients600
DateApr 2016
Total AUM$327.1M
Discretionary$71.9M
Non-Disc.$255.3M
Employees11
Clients600
DateMar 2016
Total AUM$327.1M
Discretionary$71.9M
Non-Disc.$255.3M
Employees11
Clients600
DateMar 2016
Total AUM$327.1M
Discretionary$71.9M
Non-Disc.$255.3M
Employees11
Clients600
DateFeb 2016
Total AUM$138.7M
Discretionary$72.9M
Non-Disc.$65.8M
Employees8
Clients500
DateFeb 2016
Total AUM$134.4M
Discretionary$71.8M
Non-Disc.$62.6M
Employees8
Clients500
DateJan 2016
Total AUM$134.4M
Discretionary$71.8M
Non-Disc.$62.6M
Employees8
Clients500