VOGEL FINANCIAL ADVISORS, LLC
CRD #114219 SEC #801-63219 RICHARDSON, TX 214-346-5880
SEC Registered
Total AUM
$413.4M
Discretionary
$413.4M
Employees
3
Clients
26
Accounts
259
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $413.4M | $413.4M | $0 | 3 | 0 |
| Mar 2017 | $313.2M | $313.2M | $0 | 3 | 300 |
| Mar 2016 | $282.8M | $282.8M | $0 | 3 | 200 |
| Mar 2015 | $277.8M | $277.8M | $0 | 4 | 200 |
| Feb 2014 | $251.1M | $251.1M | $0 | 4 | 200 |
| Mar 2013 | $201.3M | $201.3M | $0 | 4 | 200 |
| Mar 2012 | $158M | $158M | $0 | 1 | 200 |
| Mar 2009 | $105M | $105M | $0 | 5 | -- |
| Mar 2008 | $130M | $130M | $0 | 5 | -- |
| Mar 2007 | $125M | $125M | $0 | 5 | -- |
| May 2004 | $40M | $40M | $0 | 5 | -- |
DateMar 2018
Total AUM$413.4M
Discretionary$413.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$313.2M
Discretionary$313.2M
Non-Disc.$0
Employees3
Clients300
DateMar 2016
Total AUM$282.8M
Discretionary$282.8M
Non-Disc.$0
Employees3
Clients200
DateMar 2015
Total AUM$277.8M
Discretionary$277.8M
Non-Disc.$0
Employees4
Clients200
DateFeb 2014
Total AUM$251.1M
Discretionary$251.1M
Non-Disc.$0
Employees4
Clients200
DateMar 2013
Total AUM$201.3M
Discretionary$201.3M
Non-Disc.$0
Employees4
Clients200
DateMar 2012
Total AUM$158M
Discretionary$158M
Non-Disc.$0
Employees1
Clients200
DateMar 2009
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--