THE FINANCIAL WELL, INC.
CRD #112218 SEC #801-67591 TAMPA, FL 813-229-2000
SEC Registered
Total AUM
$26.9M
Discretionary
$17.7M
Employees
1
Clients
26
Accounts
291
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $26.9M | $17.7M | $9.2M | 1 | 26 |
| Jun 2012 | $26.9M | $17.7M | $9.2M | 1 | 26 |
| Mar 2012 | $26.9M | $17.7M | $9.2M | 1 | 26 |
| Mar 2011 | $28.1M | $17.7M | $10.4M | 5 | -- |
| Mar 2008 | $31.6M | $0 | $31.6M | 5 | -- |
| Feb 2007 | $31M | $0 | $31M | 5 | -- |
DateJun 2012
Total AUM$26.9M
Discretionary$17.7M
Non-Disc.$9.2M
Employees1
Clients26
DateJun 2012
Total AUM$26.9M
Discretionary$17.7M
Non-Disc.$9.2M
Employees1
Clients26
DateMar 2012
Total AUM$26.9M
Discretionary$17.7M
Non-Disc.$9.2M
Employees1
Clients26
DateMar 2011
Total AUM$28.1M
Discretionary$17.7M
Non-Disc.$10.4M
Employees5
Clients--
DateMar 2008
Total AUM$31.6M
Discretionary$0
Non-Disc.$31.6M
Employees5
Clients--
DateFeb 2007
Total AUM$31M
Discretionary$0
Non-Disc.$31M
Employees5
Clients--