TMD & ASSOCIATES, INC.
CRD #113896 SEC #801-66454 SCOTTSDALE, AZ 602-279-2020
SEC Registered
Total AUM
$413M
Discretionary
$400.9M
Employees
10
Clients
251
Accounts
1,111
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $413M | $400.9M | $12.1M | 10 | 5 |
| Aug 2018 | $412.7M | $399.6M | $13.1M | 10 | 1 |
| Mar 2018 | $387.6M | $374.3M | $13.3M | 9 | 1 |
| Dec 2017 | $330.6M | $319M | $11.7M | 8 | 0 |
| Mar 2017 | $284.9M | $276.2M | $8.7M | 6 | 215 |
| Oct 2016 | $284.2M | $275.5M | $8.7M | 8 | 185 |
| May 2016 | $254.5M | $242.3M | $12.1M | 8 | 185 |
| May 2016 | $253.1M | $241M | $12.1M | 8 | 185 |
| Mar 2016 | $253.1M | $241M | $12.1M | 8 | 185 |
| Oct 2015 | $215.1M | $202.8M | $12.4M | 5 | 165 |
| Mar 2015 | $215.1M | $202.8M | $12.4M | 5 | 165 |
| Aug 2014 | $193.2M | $181M | $12.2M | 5 | 170 |
| Mar 2014 | $193.2M | $181M | $12.2M | 5 | 170 |
| Mar 2014 | $193.2M | $181M | $12.2M | 5 | 170 |
| Jan 2014 | $150.4M | $137.7M | $12.6M | 4 | 180 |
| Jul 2013 | $150.4M | $137.7M | $12.6M | 4 | 180 |
| Mar 2013 | $150.4M | $137.7M | $12.6M | 4 | 180 |
| Mar 2012 | $137.8M | $126.8M | $11.1M | 1 | 150 |
| Mar 2011 | $131.2M | $119.8M | $11.4M | 5 | -- |
| Jan 2011 | $100.8M | $90.7M | $10.1M | 5 | -- |
| Jan 2011 | $100.8M | $90.7M | $10.1M | 5 | -- |
| Sep 2010 | $100.8M | $90.7M | $10.1M | 5 | -- |
| May 2010 | $100.8M | $90.7M | $10.1M | 5 | -- |
| Jan 2008 | $88.3M | $80.3M | $8M | 5 | -- |
| Jan 2007 | $70.9M | $65.5M | $5.4M | 5 | -- |
| Mar 2006 | $44.3M | $40M | $4.2M | 5 | -- |
DateMar 2019
Total AUM$413M
Discretionary$400.9M
Non-Disc.$12.1M
Employees10
Clients5
DateAug 2018
Total AUM$412.7M
Discretionary$399.6M
Non-Disc.$13.1M
Employees10
Clients1
DateMar 2018
Total AUM$387.6M
Discretionary$374.3M
Non-Disc.$13.3M
Employees9
Clients1
DateDec 2017
Total AUM$330.6M
Discretionary$319M
Non-Disc.$11.7M
Employees8
Clients0
DateMar 2017
Total AUM$284.9M
Discretionary$276.2M
Non-Disc.$8.7M
Employees6
Clients215
DateOct 2016
Total AUM$284.2M
Discretionary$275.5M
Non-Disc.$8.7M
Employees8
Clients185
DateMay 2016
Total AUM$254.5M
Discretionary$242.3M
Non-Disc.$12.1M
Employees8
Clients185
DateMay 2016
Total AUM$253.1M
Discretionary$241M
Non-Disc.$12.1M
Employees8
Clients185
DateMar 2016
Total AUM$253.1M
Discretionary$241M
Non-Disc.$12.1M
Employees8
Clients185
DateOct 2015
Total AUM$215.1M
Discretionary$202.8M
Non-Disc.$12.4M
Employees5
Clients165
DateMar 2015
Total AUM$215.1M
Discretionary$202.8M
Non-Disc.$12.4M
Employees5
Clients165
DateAug 2014
Total AUM$193.2M
Discretionary$181M
Non-Disc.$12.2M
Employees5
Clients170
DateMar 2014
Total AUM$193.2M
Discretionary$181M
Non-Disc.$12.2M
Employees5
Clients170
DateMar 2014
Total AUM$193.2M
Discretionary$181M
Non-Disc.$12.2M
Employees5
Clients170
DateJan 2014
Total AUM$150.4M
Discretionary$137.7M
Non-Disc.$12.6M
Employees4
Clients180
DateJul 2013
Total AUM$150.4M
Discretionary$137.7M
Non-Disc.$12.6M
Employees4
Clients180
DateMar 2013
Total AUM$150.4M
Discretionary$137.7M
Non-Disc.$12.6M
Employees4
Clients180
DateMar 2012
Total AUM$137.8M
Discretionary$126.8M
Non-Disc.$11.1M
Employees1
Clients150
DateMar 2011
Total AUM$131.2M
Discretionary$119.8M
Non-Disc.$11.4M
Employees5
Clients--
DateJan 2011
Total AUM$100.8M
Discretionary$90.7M
Non-Disc.$10.1M
Employees5
Clients--
DateJan 2011
Total AUM$100.8M
Discretionary$90.7M
Non-Disc.$10.1M
Employees5
Clients--
DateSep 2010
Total AUM$100.8M
Discretionary$90.7M
Non-Disc.$10.1M
Employees5
Clients--
DateMay 2010
Total AUM$100.8M
Discretionary$90.7M
Non-Disc.$10.1M
Employees5
Clients--
DateJan 2008
Total AUM$88.3M
Discretionary$80.3M
Non-Disc.$8M
Employees5
Clients--
DateJan 2007
Total AUM$70.9M
Discretionary$65.5M
Non-Disc.$5.4M
Employees5
Clients--
DateMar 2006
Total AUM$44.3M
Discretionary$40M
Non-Disc.$4.2M
Employees5
Clients--