WESBAN FINANCIAL CONSULTANTS, P.C.
CRD #110531 SEC #801-60181 BIRMINGHAM, AL (205) 995-7778
SEC Registered
Total AUM
$40.9M
Discretionary
$0
Employees
1
Clients
101
Accounts
341
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2012 | $40.9M | $0 | $40.9M | 1 | 130 |
| Apr 2012 | $40.9M | $0 | $40.9M | 1 | 130 |
| Feb 2012 | $40.9M | $0 | $40.9M | 1 | 130 |
| Apr 2011 | $39.8M | $39.8M | $0 | 5 | -- |
| Feb 2011 | $39.8M | $39.8M | $0 | 5 | -- |
| Jan 2008 | $40M | $0 | $40M | 5 | -- |
| Apr 2007 | $44.4M | $0 | $44.4M | 5 | -- |
| Jan 2007 | $40.7M | $0 | $40.7M | 5 | -- |
| Jan 2006 | $40.7M | $0 | $40.7M | 5 | -- |
| Jan 2006 | $38.3M | $0 | $38.3M | 5 | -- |
DateApr 2012
Total AUM$40.9M
Discretionary$0
Non-Disc.$40.9M
Employees1
Clients130
DateApr 2012
Total AUM$40.9M
Discretionary$0
Non-Disc.$40.9M
Employees1
Clients130
DateFeb 2012
Total AUM$40.9M
Discretionary$0
Non-Disc.$40.9M
Employees1
Clients130
DateApr 2011
Total AUM$39.8M
Discretionary$39.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$39.8M
Discretionary$39.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees5
Clients--
DateApr 2007
Total AUM$44.4M
Discretionary$0
Non-Disc.$44.4M
Employees5
Clients--
DateJan 2007
Total AUM$40.7M
Discretionary$0
Non-Disc.$40.7M
Employees5
Clients--
DateJan 2006
Total AUM$40.7M
Discretionary$0
Non-Disc.$40.7M
Employees5
Clients--
DateJan 2006
Total AUM$38.3M
Discretionary$0
Non-Disc.$38.3M
Employees5
Clients--