KAY FRANCES BYRUM
Legal name: FINANCIAL INSIGHTS
CRD #112484 SEC #801-67274 FULLERTON, CA 714-449-8800
SEC Registered
Total AUM
$6M
Discretionary
$0
Employees
5
Clients
10
Accounts
19
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2009 | $6M | $0 | $6M | 5 | -- |
| Mar 2009 | $6M | $0 | $6M | 5 | -- |
| Mar 2008 | $79.9M | $0 | $79.9M | 5 | -- |
| Mar 2007 | $80.8M | $0 | $80.8M | 5 | -- |
| Dec 2006 | $71.5M | $0 | $71.5M | 5 | -- |
DateSep 2009
Total AUM$6M
Discretionary$0
Non-Disc.$6M
Employees5
Clients--
DateMar 2009
Total AUM$6M
Discretionary$0
Non-Disc.$6M
Employees5
Clients--
DateMar 2008
Total AUM$79.9M
Discretionary$0
Non-Disc.$79.9M
Employees5
Clients--
DateMar 2007
Total AUM$80.8M
Discretionary$0
Non-Disc.$80.8M
Employees5
Clients--
DateDec 2006
Total AUM$71.5M
Discretionary$0
Non-Disc.$71.5M
Employees5
Clients--