EQUITRUST FINANCIAL GROUP, LTD.
CRD #113941 SEC #801-62880 DEERFIELD, IL 847-317-0200
SEC Registered
Total AUM
$323.4M
Discretionary
$321.6M
Employees
12
Clients
11
Accounts
628
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2020 | $323.4M | $321.6M | $1.8M | 12 | 0 |
| Sep 2019 | $282.9M | $280.7M | $2.2M | 12 | 0 |
| Jan 2019 | $282.9M | $280.7M | $2.2M | 12 | 0 |
| Feb 2018 | $274.4M | $272.1M | $2.3M | 12 | 0 |
| Feb 2017 | $239.2M | $237.1M | $2.1M | 12 | 400 |
| Aug 2016 | $215.5M | $213.5M | $2M | 13 | 300 |
| Feb 2016 | $215.5M | $213.5M | $2M | 13 | 300 |
| Apr 2015 | $220.7M | $218.5M | $2.2M | 12 | 300 |
| Feb 2015 | $220.7M | $218.5M | $2.2M | 12 | 300 |
| Jan 2014 | $204.2M | $202.4M | $1.8M | 11 | 300 |
| Jan 2013 | $162.6M | $160.9M | $1.7M | 11 | 300 |
| Aug 2012 | $135M | $133.3M | $1.7M | 11 | 250 |
| Jan 2012 | $135M | $133.3M | $1.7M | 11 | 250 |
| Apr 2011 | $139.9M | $137M | $2.9M | -- | -- |
| Apr 2011 | $139.9M | $137M | $2.9M | -- | -- |
| Aug 2010 | $124.8M | $122.7M | $2.1M | -- | -- |
| Jun 2010 | $124.8M | $122.7M | $2.1M | -- | -- |
| Mar 2009 | $98.1M | $95.8M | $2.2M | -- | -- |
| Feb 2009 | $98.1M | $95.8M | $2.2M | -- | -- |
| Feb 2008 | $127.6M | $123.5M | $4.1M | -- | -- |
| Mar 2007 | $115.7M | $111.4M | $4.3M | -- | -- |
| Dec 2006 | $84.9M | $80.6M | $4.3M | -- | -- |
| Feb 2006 | $84.9M | $80.6M | $4.3M | -- | -- |
| Nov 2005 | $62.1M | $60.5M | $1.6M | -- | -- |
| Aug 2004 | $53.4M | $52.1M | $1.3M | -- | -- |
| Mar 2004 | $53.4M | $52.1M | $1.3M | -- | -- |
DateFeb 2020
Total AUM$323.4M
Discretionary$321.6M
Non-Disc.$1.8M
Employees12
Clients0
DateSep 2019
Total AUM$282.9M
Discretionary$280.7M
Non-Disc.$2.2M
Employees12
Clients0
DateJan 2019
Total AUM$282.9M
Discretionary$280.7M
Non-Disc.$2.2M
Employees12
Clients0
DateFeb 2018
Total AUM$274.4M
Discretionary$272.1M
Non-Disc.$2.3M
Employees12
Clients0
DateFeb 2017
Total AUM$239.2M
Discretionary$237.1M
Non-Disc.$2.1M
Employees12
Clients400
DateAug 2016
Total AUM$215.5M
Discretionary$213.5M
Non-Disc.$2M
Employees13
Clients300
DateFeb 2016
Total AUM$215.5M
Discretionary$213.5M
Non-Disc.$2M
Employees13
Clients300
DateApr 2015
Total AUM$220.7M
Discretionary$218.5M
Non-Disc.$2.2M
Employees12
Clients300
DateFeb 2015
Total AUM$220.7M
Discretionary$218.5M
Non-Disc.$2.2M
Employees12
Clients300
DateJan 2014
Total AUM$204.2M
Discretionary$202.4M
Non-Disc.$1.8M
Employees11
Clients300
DateJan 2013
Total AUM$162.6M
Discretionary$160.9M
Non-Disc.$1.7M
Employees11
Clients300
DateAug 2012
Total AUM$135M
Discretionary$133.3M
Non-Disc.$1.7M
Employees11
Clients250
DateJan 2012
Total AUM$135M
Discretionary$133.3M
Non-Disc.$1.7M
Employees11
Clients250
DateApr 2011
Total AUM$139.9M
Discretionary$137M
Non-Disc.$2.9M
Employees--
Clients--
DateApr 2011
Total AUM$139.9M
Discretionary$137M
Non-Disc.$2.9M
Employees--
Clients--
DateAug 2010
Total AUM$124.8M
Discretionary$122.7M
Non-Disc.$2.1M
Employees--
Clients--
DateJun 2010
Total AUM$124.8M
Discretionary$122.7M
Non-Disc.$2.1M
Employees--
Clients--
DateMar 2009
Total AUM$98.1M
Discretionary$95.8M
Non-Disc.$2.2M
Employees--
Clients--
DateFeb 2009
Total AUM$98.1M
Discretionary$95.8M
Non-Disc.$2.2M
Employees--
Clients--
DateFeb 2008
Total AUM$127.6M
Discretionary$123.5M
Non-Disc.$4.1M
Employees--
Clients--
DateMar 2007
Total AUM$115.7M
Discretionary$111.4M
Non-Disc.$4.3M
Employees--
Clients--
DateDec 2006
Total AUM$84.9M
Discretionary$80.6M
Non-Disc.$4.3M
Employees--
Clients--
DateFeb 2006
Total AUM$84.9M
Discretionary$80.6M
Non-Disc.$4.3M
Employees--
Clients--
DateNov 2005
Total AUM$62.1M
Discretionary$60.5M
Non-Disc.$1.6M
Employees--
Clients--
DateAug 2004
Total AUM$53.4M
Discretionary$52.1M
Non-Disc.$1.3M
Employees--
Clients--
DateMar 2004
Total AUM$53.4M
Discretionary$52.1M
Non-Disc.$1.3M
Employees--
Clients--