DIANE MACPHEE,CFP
Legal name: DMAC FINANCIAL SERVICES
CRD #110210 SEC #801-57875 GLEN ROCK, NJ 201-689-9999
SEC Registered
Total AUM
$42.2M
Discretionary
$42.2M
Employees
5
Clients
10
Accounts
264
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2006 | $43.6M | $43.6M | $0 | 5 | -- |
| Sep 2005 | $42.2M | $42.2M | $0 | 5 | -- |
| Mar 2004 | $40.9M | $40.9M | $0 | 5 | -- |
| May 2002 | $34.1M | $34.1M | $0 | 5 | -- |
| Aug 2001 | $37.9M | $37.9M | $0 | 5 | -- |
DateFeb 2006
Total AUM$43.6M
Discretionary$43.6M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$42.2M
Discretionary$42.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$40.9M
Discretionary$40.9M
Non-Disc.$0
Employees5
Clients--
DateMay 2002
Total AUM$34.1M
Discretionary$34.1M
Non-Disc.$0
Employees5
Clients--
DateAug 2001
Total AUM$37.9M
Discretionary$37.9M
Non-Disc.$0
Employees5
Clients--