MUELLER FINANCIAL SOLUTIONS CO.
CRD #113432 SEC #801-108659 CANON CITY, CO (719) 275-1651
SEC Registered
Total AUM
$155.7M
Discretionary
$150.3M
Employees
9
Clients
1
Accounts
559
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $155.7M | $150.3M | $5.4M | 9 | 5 |
| May 2023 | $137.3M | $132.2M | $5M | 10 | 5 |
| Mar 2023 | $137.3M | $132.2M | $5M | 10 | 5 |
| Mar 2022 | $169.9M | $163M | $6.9M | 10 | 5 |
| Oct 2021 | $150.6M | $143.9M | $6.7M | 10 | 0 |
| Mar 2021 | $150.6M | $143.9M | $6.7M | 10 | 0 |
| May 2020 | $129.4M | $124.5M | $5M | 10 | 0 |
| Mar 2020 | $129.4M | $124.5M | $5M | 10 | 0 |
| Mar 2019 | $116.6M | $112.6M | $4M | 9 | 0 |
| Sep 2018 | $119.9M | $114.7M | $5.2M | 10 | 0 |
| Mar 2018 | $119.9M | $114.7M | $5.2M | 10 | 0 |
| Mar 2017 | $105.7M | $100.5M | $5.2M | 10 | 200 |
| Nov 2016 | $104.6M | $99.4M | $5.2M | 10 | 200 |
| Nov 2016 | $104.6M | $99.4M | $5.2M | 10 | 200 |
| Jan 2012 | $63M | $57.7M | $5.3M | 6 | 200 |
| Dec 2011 | $63.5M | $57.1M | $6.4M | 6 | 101 |
| Mar 2011 | $63.5M | $57.1M | $6.4M | 10 | -- |
| Mar 2010 | $57.6M | $55.1M | $2.5M | 5 | -- |
| Mar 2008 | $64.5M | $61M | $3.5M | 5 | -- |
| Apr 2007 | $57.3M | $53.6M | $3.7M | 5 | -- |
| Mar 2007 | $57.3M | $53.6M | $3.7M | 5 | -- |
| Mar 2006 | $49.9M | $47M | $3M | 5 | -- |
DateMar 2024
Total AUM$155.7M
Discretionary$150.3M
Non-Disc.$5.4M
Employees9
Clients5
DateMay 2023
Total AUM$137.3M
Discretionary$132.2M
Non-Disc.$5M
Employees10
Clients5
DateMar 2023
Total AUM$137.3M
Discretionary$132.2M
Non-Disc.$5M
Employees10
Clients5
DateMar 2022
Total AUM$169.9M
Discretionary$163M
Non-Disc.$6.9M
Employees10
Clients5
DateOct 2021
Total AUM$150.6M
Discretionary$143.9M
Non-Disc.$6.7M
Employees10
Clients0
DateMar 2021
Total AUM$150.6M
Discretionary$143.9M
Non-Disc.$6.7M
Employees10
Clients0
DateMay 2020
Total AUM$129.4M
Discretionary$124.5M
Non-Disc.$5M
Employees10
Clients0
DateMar 2020
Total AUM$129.4M
Discretionary$124.5M
Non-Disc.$5M
Employees10
Clients0
DateMar 2019
Total AUM$116.6M
Discretionary$112.6M
Non-Disc.$4M
Employees9
Clients0
DateSep 2018
Total AUM$119.9M
Discretionary$114.7M
Non-Disc.$5.2M
Employees10
Clients0
DateMar 2018
Total AUM$119.9M
Discretionary$114.7M
Non-Disc.$5.2M
Employees10
Clients0
DateMar 2017
Total AUM$105.7M
Discretionary$100.5M
Non-Disc.$5.2M
Employees10
Clients200
DateNov 2016
Total AUM$104.6M
Discretionary$99.4M
Non-Disc.$5.2M
Employees10
Clients200
DateNov 2016
Total AUM$104.6M
Discretionary$99.4M
Non-Disc.$5.2M
Employees10
Clients200
DateJan 2012
Total AUM$63M
Discretionary$57.7M
Non-Disc.$5.3M
Employees6
Clients200
DateDec 2011
Total AUM$63.5M
Discretionary$57.1M
Non-Disc.$6.4M
Employees6
Clients101
DateMar 2011
Total AUM$63.5M
Discretionary$57.1M
Non-Disc.$6.4M
Employees10
Clients--
DateMar 2010
Total AUM$57.6M
Discretionary$55.1M
Non-Disc.$2.5M
Employees5
Clients--
DateMar 2008
Total AUM$64.5M
Discretionary$61M
Non-Disc.$3.5M
Employees5
Clients--
DateApr 2007
Total AUM$57.3M
Discretionary$53.6M
Non-Disc.$3.7M
Employees5
Clients--
DateMar 2007
Total AUM$57.3M
Discretionary$53.6M
Non-Disc.$3.7M
Employees5
Clients--
DateMar 2006
Total AUM$49.9M
Discretionary$47M
Non-Disc.$3M
Employees5
Clients--