KUMMER FINANCIAL STRATEGIES, INC.
CRD #112603 SEC #801-61624 HIGHLANDS RANCH, CO 303-470-1209
SEC Registered
Total AUM
$236.5M
Discretionary
$236.5M
Employees
11
Clients
26
Accounts
801
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2017 | $236.5M | $236.5M | $0 | 11 | 0 |
| Mar 2017 | $236.5M | $236.5M | $0 | 11 | 400 |
| Mar 2017 | $236.5M | $236.5M | $0 | 11 | 400 |
| Jan 2017 | $207.8M | $207.8M | $0 | 10 | 400 |
| Mar 2016 | $207.8M | $207.8M | $0 | 10 | 400 |
| Feb 2016 | $207.8M | $207.8M | $0 | 10 | 400 |
| Dec 2015 | $187.7M | $187.7M | $0 | 7 | 400 |
| Mar 2015 | $187.7M | $187.7M | $0 | 7 | 400 |
| May 2014 | $157.5M | $157.5M | $0 | 5 | 350 |
| Jan 2014 | $157.5M | $157.5M | $0 | 5 | 350 |
| Jan 2014 | $157.5M | $157.5M | $0 | 5 | 350 |
| Feb 2013 | $168M | $128.5M | $39.5M | 4 | 345 |
| Feb 2013 | $168M | $128.5M | $39.5M | 4 | 345 |
| Nov 2012 | $115.3M | $114.3M | $1.1M | 4 | 300 |
| Jun 2012 | $115.3M | $114.3M | $1.1M | 1 | 300 |
| Apr 2012 | $115.3M | $114.3M | $1.1M | 1 | 300 |
| Mar 2012 | $115.3M | $114.3M | $1.1M | 1 | 300 |
| Mar 2009 | $68.9M | $31M | $37.8M | 5 | -- |
| Jan 2008 | $104.3M | $26.1M | $78.2M | 5 | -- |
| Jan 2008 | $103.2M | $22.7M | $80.6M | 5 | -- |
| Jan 2007 | $84.1M | $4.9M | $79.2M | 5 | -- |
| Mar 2006 | $72M | $0 | $72M | 5 | -- |
| Sep 2005 | $57M | $0 | $57M | 5 | -- |
| Mar 2004 | $45.4M | $0 | $45.4M | 5 | -- |
DateDec 2017
Total AUM$236.5M
Discretionary$236.5M
Non-Disc.$0
Employees11
Clients0
DateMar 2017
Total AUM$236.5M
Discretionary$236.5M
Non-Disc.$0
Employees11
Clients400
DateMar 2017
Total AUM$236.5M
Discretionary$236.5M
Non-Disc.$0
Employees11
Clients400
DateJan 2017
Total AUM$207.8M
Discretionary$207.8M
Non-Disc.$0
Employees10
Clients400
DateMar 2016
Total AUM$207.8M
Discretionary$207.8M
Non-Disc.$0
Employees10
Clients400
DateFeb 2016
Total AUM$207.8M
Discretionary$207.8M
Non-Disc.$0
Employees10
Clients400
DateDec 2015
Total AUM$187.7M
Discretionary$187.7M
Non-Disc.$0
Employees7
Clients400
DateMar 2015
Total AUM$187.7M
Discretionary$187.7M
Non-Disc.$0
Employees7
Clients400
DateMay 2014
Total AUM$157.5M
Discretionary$157.5M
Non-Disc.$0
Employees5
Clients350
DateJan 2014
Total AUM$157.5M
Discretionary$157.5M
Non-Disc.$0
Employees5
Clients350
DateJan 2014
Total AUM$157.5M
Discretionary$157.5M
Non-Disc.$0
Employees5
Clients350
DateFeb 2013
Total AUM$168M
Discretionary$128.5M
Non-Disc.$39.5M
Employees4
Clients345
DateFeb 2013
Total AUM$168M
Discretionary$128.5M
Non-Disc.$39.5M
Employees4
Clients345
DateNov 2012
Total AUM$115.3M
Discretionary$114.3M
Non-Disc.$1.1M
Employees4
Clients300
DateJun 2012
Total AUM$115.3M
Discretionary$114.3M
Non-Disc.$1.1M
Employees1
Clients300
DateApr 2012
Total AUM$115.3M
Discretionary$114.3M
Non-Disc.$1.1M
Employees1
Clients300
DateMar 2012
Total AUM$115.3M
Discretionary$114.3M
Non-Disc.$1.1M
Employees1
Clients300
DateMar 2009
Total AUM$68.9M
Discretionary$31M
Non-Disc.$37.8M
Employees5
Clients--
DateJan 2008
Total AUM$104.3M
Discretionary$26.1M
Non-Disc.$78.2M
Employees5
Clients--
DateJan 2008
Total AUM$103.2M
Discretionary$22.7M
Non-Disc.$80.6M
Employees5
Clients--
DateJan 2007
Total AUM$84.1M
Discretionary$4.9M
Non-Disc.$79.2M
Employees5
Clients--
DateMar 2006
Total AUM$72M
Discretionary$0
Non-Disc.$72M
Employees5
Clients--
DateSep 2005
Total AUM$57M
Discretionary$0
Non-Disc.$57M
Employees5
Clients--
DateMar 2004
Total AUM$45.4M
Discretionary$0
Non-Disc.$45.4M
Employees5
Clients--