API FINANCIAL PLANNING SERVICES INC
CRD #110731 SEC #801-24854 BALTIMORE, MD 410-484-0588
SEC Registered
Total AUM
$52.4M
Discretionary
$41.9M
Employees
5
Clients
251
Accounts
411
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2007 | $65.6M | $44.8M | $20.7M | 5 | -- |
| Mar 2007 | $65.6M | $54.4M | $11.1M | 5 | -- |
| Mar 2006 | $57.8M | $46.7M | $11.1M | 5 | -- |
| Sep 2005 | $52.4M | $41.9M | $10.5M | 5 | -- |
| Mar 2004 | $36.7M | $27.5M | $9.2M | 5 | -- |
| Jul 2001 | $82.6M | $69.7M | $12.9M | 5 | -- |
| May 2001 | $82.6M | $69.7M | $12.9M | 5 | -- |
DateOct 2007
Total AUM$65.6M
Discretionary$44.8M
Non-Disc.$20.7M
Employees5
Clients--
DateMar 2007
Total AUM$65.6M
Discretionary$54.4M
Non-Disc.$11.1M
Employees5
Clients--
DateMar 2006
Total AUM$57.8M
Discretionary$46.7M
Non-Disc.$11.1M
Employees5
Clients--
DateSep 2005
Total AUM$52.4M
Discretionary$41.9M
Non-Disc.$10.5M
Employees5
Clients--
DateMar 2004
Total AUM$36.7M
Discretionary$27.5M
Non-Disc.$9.2M
Employees5
Clients--
DateJul 2001
Total AUM$82.6M
Discretionary$69.7M
Non-Disc.$12.9M
Employees5
Clients--
DateMay 2001
Total AUM$82.6M
Discretionary$69.7M
Non-Disc.$12.9M
Employees5
Clients--