FISCAL DYNAMICS INCORPORATED
CRD #111155 SEC #801-63175 FARMINGTON, CT 860-677-1753
SEC Registered
Total AUM
$78.4M
Discretionary
$47.4M
Employees
1
Clients
11
Accounts
131
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2012 | $78.4M | $47.4M | $31M | 1 | 26 |
| Mar 2012 | $78.4M | $47.4M | $31M | 1 | 26 |
| Jun 2011 | $46.2M | $46.2M | $0 | 5 | -- |
| May 2010 | $48.4M | $48.4M | $0 | 5 | -- |
| Apr 2009 | $42.2M | $42.2M | $0 | 5 | -- |
| Apr 2007 | $91.4M | $91.4M | $0 | 5 | -- |
| Jun 2005 | $59.1M | $59.1M | $0 | 5 | -- |
| Jan 2005 | $47M | $47M | $0 | 10 | -- |
| May 2004 | $47M | $47M | $0 | 10 | -- |
DateApr 2012
Total AUM$78.4M
Discretionary$47.4M
Non-Disc.$31M
Employees1
Clients26
DateMar 2012
Total AUM$78.4M
Discretionary$47.4M
Non-Disc.$31M
Employees1
Clients26
DateJun 2011
Total AUM$46.2M
Discretionary$46.2M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$48.4M
Discretionary$48.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$42.2M
Discretionary$42.2M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$91.4M
Discretionary$91.4M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$59.1M
Discretionary$59.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$47M
Discretionary$47M
Non-Disc.$0
Employees10
Clients--
DateMay 2004
Total AUM$47M
Discretionary$47M
Non-Disc.$0
Employees10
Clients--