MEDALLION ADVISORY SERVICES, LLC
CRD #113788 SEC #801-60862 SEVERNA PARK, MD 410-544-8400
SEC Registered
Total AUM
$193M
Discretionary
$0
Employees
51
Clients
251
Accounts
2,000
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2009 | $266.3M | $31.7M | $234.6M | 251 | -- |
| Feb 2009 | $301M | $39M | $262M | 251 | -- |
| Apr 2007 | $300M | $0 | $300M | 251 | -- |
| Mar 2007 | $300M | $0 | $300M | 251 | -- |
| Mar 2006 | $244M | $0 | $244M | 51 | -- |
| Mar 2006 | $193M | $0 | $193M | 51 | -- |
| Jan 2006 | $193M | $0 | $193M | 51 | -- |
| Nov 2005 | $193M | $0 | $193M | 51 | -- |
| Sep 2005 | $193M | $0 | $193M | 51 | -- |
| Jan 2005 | $139M | $0 | $139M | 51 | -- |
| Aug 2004 | $139M | $0 | $139M | 51 | -- |
| May 2004 | $139M | $0 | $139M | 51 | -- |
| May 2004 | $139M | $0 | $139M | 51 | -- |
| Mar 2004 | $139M | $0 | $139M | 51 | -- |
DateMar 2009
Total AUM$266.3M
Discretionary$31.7M
Non-Disc.$234.6M
Employees251
Clients--
DateFeb 2009
Total AUM$301M
Discretionary$39M
Non-Disc.$262M
Employees251
Clients--
DateApr 2007
Total AUM$300M
Discretionary$0
Non-Disc.$300M
Employees251
Clients--
DateMar 2007
Total AUM$300M
Discretionary$0
Non-Disc.$300M
Employees251
Clients--
DateMar 2006
Total AUM$244M
Discretionary$0
Non-Disc.$244M
Employees51
Clients--
DateMar 2006
Total AUM$193M
Discretionary$0
Non-Disc.$193M
Employees51
Clients--
DateJan 2006
Total AUM$193M
Discretionary$0
Non-Disc.$193M
Employees51
Clients--
DateNov 2005
Total AUM$193M
Discretionary$0
Non-Disc.$193M
Employees51
Clients--
DateSep 2005
Total AUM$193M
Discretionary$0
Non-Disc.$193M
Employees51
Clients--
DateJan 2005
Total AUM$139M
Discretionary$0
Non-Disc.$139M
Employees51
Clients--
DateAug 2004
Total AUM$139M
Discretionary$0
Non-Disc.$139M
Employees51
Clients--
DateMay 2004
Total AUM$139M
Discretionary$0
Non-Disc.$139M
Employees51
Clients--
DateMay 2004
Total AUM$139M
Discretionary$0
Non-Disc.$139M
Employees51
Clients--
DateMar 2004
Total AUM$139M
Discretionary$0
Non-Disc.$139M
Employees51
Clients--