SELECT FINANCIAL GROUP, LLC
CRD #111099 SEC #801-60201 CARNEGIE, PA 412-276-5010
SEC Registered
Total AUM
$10.8M
Discretionary
$10.8M
Employees
7
Clients
--
Accounts
9
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $10.8M | $10.8M | $0 | 7 | 275 |
| Mar 2015 | $190.3M | $58.7M | $131.5M | 9 | 262 |
| Mar 2014 | $179.8M | $58.4M | $121.4M | 9 | 249 |
| Jun 2013 | $172.5M | $60.4M | $112.1M | 8 | 200 |
| Mar 2013 | $172.5M | $60.4M | $112.1M | 8 | 200 |
| Mar 2012 | $148.4M | $55.8M | $92.6M | 1 | 200 |
| Jul 2011 | $149M | $55M | $94M | 5 | -- |
| Nov 2007 | $119M | $0 | $119M | 5 | -- |
| Feb 2007 | $119M | $0 | $119M | 5 | -- |
| Mar 2004 | $82.5M | $0 | $82.5M | 5 | -- |
| Jan 2004 | $64.4M | $200K | $64.2M | 5 | -- |
| Nov 2003 | $64.4M | $200K | $64.2M | 5 | -- |
| Apr 2002 | $60.2M | $230K | $60M | 5 | -- |
DateMar 2016
Total AUM$10.8M
Discretionary$10.8M
Non-Disc.$0
Employees7
Clients275
DateMar 2015
Total AUM$190.3M
Discretionary$58.7M
Non-Disc.$131.5M
Employees9
Clients262
DateMar 2014
Total AUM$179.8M
Discretionary$58.4M
Non-Disc.$121.4M
Employees9
Clients249
DateJun 2013
Total AUM$172.5M
Discretionary$60.4M
Non-Disc.$112.1M
Employees8
Clients200
DateMar 2013
Total AUM$172.5M
Discretionary$60.4M
Non-Disc.$112.1M
Employees8
Clients200
DateMar 2012
Total AUM$148.4M
Discretionary$55.8M
Non-Disc.$92.6M
Employees1
Clients200
DateJul 2011
Total AUM$149M
Discretionary$55M
Non-Disc.$94M
Employees5
Clients--
DateNov 2007
Total AUM$119M
Discretionary$0
Non-Disc.$119M
Employees5
Clients--
DateFeb 2007
Total AUM$119M
Discretionary$0
Non-Disc.$119M
Employees5
Clients--
DateMar 2004
Total AUM$82.5M
Discretionary$0
Non-Disc.$82.5M
Employees5
Clients--
DateJan 2004
Total AUM$64.4M
Discretionary$200K
Non-Disc.$64.2M
Employees5
Clients--
DateNov 2003
Total AUM$64.4M
Discretionary$200K
Non-Disc.$64.2M
Employees5
Clients--
DateApr 2002
Total AUM$60.2M
Discretionary$230K
Non-Disc.$60M
Employees5
Clients--