SS&H FINANCIAL ADVISORS, INC.
CRD #112256 SEC #801-17015 TROY, MI 248-538-9755
SEC Registered
Total AUM
$347.3M
Discretionary
$328M
Employees
2
Clients
--
Accounts
249
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $347.3M | $328M | $19.2M | 2 | 0 |
| Apr 2024 | $287.2M | $269.1M | $18.1M | 2 | 0 |
| Mar 2024 | $287.2M | $269.1M | $18.1M | 2 | 0 |
| Mar 2023 | $260.1M | $242.1M | $18M | 2 | 0 |
| Mar 2023 | $260.1M | $242.1M | $18M | 2 | 0 |
| Mar 2022 | $314.9M | $294.5M | $20.4M | 2 | 0 |
| Mar 2021 | $298.3M | $281.8M | $16.5M | 2 | 0 |
| Jun 2020 | $280.7M | $250.8M | $30M | 3 | 0 |
| Jan 2020 | $280.7M | $250.8M | $30M | 3 | 0 |
| Jan 2020 | $277M | $247.4M | $29.6M | 3 | 0 |
| Mar 2019 | $125M | $102.3M | $22.6M | 2 | 0 |
| Feb 2018 | $124M | $110.5M | $13.5M | 2 | 0 |
| Jan 2018 | $129.6M | $110M | $19.6M | 2 | 0 |
| Dec 2017 | $129.6M | $110M | $19.6M | 2 | 0 |
| Mar 2017 | $117.4M | $97.3M | $20.1M | 2 | 26 |
| Mar 2016 | $115.3M | $97.1M | $18.1M | 4 | 26 |
| Mar 2015 | $137.9M | $102.4M | $35.5M | 4 | 26 |
| Mar 2014 | $135.3M | $101.5M | $33.7M | 4 | 26 |
| Mar 2013 | $113M | $96.6M | $16.5M | 4 | 26 |
| Mar 2012 | $111M | $97.7M | $13.3M | 1 | 26 |
| Sep 2011 | $104.2M | $90.7M | $13.5M | 5 | -- |
| Mar 2010 | $93.9M | $80.1M | $13.8M | 5 | -- |
| Mar 2009 | $83.6M | $69.1M | $14.5M | 5 | -- |
| Mar 2008 | $121.6M | $111M | $10.6M | 5 | -- |
| Mar 2007 | $124.7M | $116.3M | $8.4M | 5 | -- |
| Mar 2006 | $122.5M | $114.1M | $8.4M | 5 | -- |
| Sep 2005 | $146.9M | $117.2M | $29.7M | 5 | -- |
| May 2005 | $146.9M | $117.2M | $29.7M | 5 | -- |
| May 2004 | $1B | $106.5M | $919M | 5 | -- |
| Mar 2002 | $832.4M | $115M | $717.4M | 5 | -- |
DateFeb 2025
Total AUM$347.3M
Discretionary$328M
Non-Disc.$19.2M
Employees2
Clients0
DateApr 2024
Total AUM$287.2M
Discretionary$269.1M
Non-Disc.$18.1M
Employees2
Clients0
DateMar 2024
Total AUM$287.2M
Discretionary$269.1M
Non-Disc.$18.1M
Employees2
Clients0
DateMar 2023
Total AUM$260.1M
Discretionary$242.1M
Non-Disc.$18M
Employees2
Clients0
DateMar 2023
Total AUM$260.1M
Discretionary$242.1M
Non-Disc.$18M
Employees2
Clients0
DateMar 2022
Total AUM$314.9M
Discretionary$294.5M
Non-Disc.$20.4M
Employees2
Clients0
DateMar 2021
Total AUM$298.3M
Discretionary$281.8M
Non-Disc.$16.5M
Employees2
Clients0
DateJun 2020
Total AUM$280.7M
Discretionary$250.8M
Non-Disc.$30M
Employees3
Clients0
DateJan 2020
Total AUM$280.7M
Discretionary$250.8M
Non-Disc.$30M
Employees3
Clients0
DateJan 2020
Total AUM$277M
Discretionary$247.4M
Non-Disc.$29.6M
Employees3
Clients0
DateMar 2019
Total AUM$125M
Discretionary$102.3M
Non-Disc.$22.6M
Employees2
Clients0
DateFeb 2018
Total AUM$124M
Discretionary$110.5M
Non-Disc.$13.5M
Employees2
Clients0
DateJan 2018
Total AUM$129.6M
Discretionary$110M
Non-Disc.$19.6M
Employees2
Clients0
DateDec 2017
Total AUM$129.6M
Discretionary$110M
Non-Disc.$19.6M
Employees2
Clients0
DateMar 2017
Total AUM$117.4M
Discretionary$97.3M
Non-Disc.$20.1M
Employees2
Clients26
DateMar 2016
Total AUM$115.3M
Discretionary$97.1M
Non-Disc.$18.1M
Employees4
Clients26
DateMar 2015
Total AUM$137.9M
Discretionary$102.4M
Non-Disc.$35.5M
Employees4
Clients26
DateMar 2014
Total AUM$135.3M
Discretionary$101.5M
Non-Disc.$33.7M
Employees4
Clients26
DateMar 2013
Total AUM$113M
Discretionary$96.6M
Non-Disc.$16.5M
Employees4
Clients26
DateMar 2012
Total AUM$111M
Discretionary$97.7M
Non-Disc.$13.3M
Employees1
Clients26
DateSep 2011
Total AUM$104.2M
Discretionary$90.7M
Non-Disc.$13.5M
Employees5
Clients--
DateMar 2010
Total AUM$93.9M
Discretionary$80.1M
Non-Disc.$13.8M
Employees5
Clients--
DateMar 2009
Total AUM$83.6M
Discretionary$69.1M
Non-Disc.$14.5M
Employees5
Clients--
DateMar 2008
Total AUM$121.6M
Discretionary$111M
Non-Disc.$10.6M
Employees5
Clients--
DateMar 2007
Total AUM$124.7M
Discretionary$116.3M
Non-Disc.$8.4M
Employees5
Clients--
DateMar 2006
Total AUM$122.5M
Discretionary$114.1M
Non-Disc.$8.4M
Employees5
Clients--
DateSep 2005
Total AUM$146.9M
Discretionary$117.2M
Non-Disc.$29.7M
Employees5
Clients--
DateMay 2005
Total AUM$146.9M
Discretionary$117.2M
Non-Disc.$29.7M
Employees5
Clients--
DateMay 2004
Total AUM$1B
Discretionary$106.5M
Non-Disc.$919M
Employees5
Clients--
DateMar 2002
Total AUM$832.4M
Discretionary$115M
Non-Disc.$717.4M
Employees5
Clients--