CERTIFIED FINANCIAL STRATEGIES CORPORATION
CRD #114361 SEC #801-132742 DALLAS, TX 972-702-8121
SEC Registered
Total AUM
$118.1M
Discretionary
$0
Employees
2
Clients
10
Accounts
153
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $118.1M | $0 | $118.1M | 2 | 5 |
| Apr 2025 | $118.1M | $0 | $118.1M | 2 | 5 |
| Apr 2025 | $118.1M | $0 | $118.1M | 2 | 5 |
| Sep 2012 | $40M | $0 | $40M | 1 | 26 |
| Sep 2012 | $40M | $0 | $40M | 1 | 26 |
| Aug 2012 | $40M | $0 | $40M | 1 | 26 |
| Jun 2012 | $40M | $0 | $40M | 1 | 26 |
| Apr 2012 | $40M | $0 | $40M | 1 | 26 |
| Dec 2011 | $40M | $0 | $40M | 1 | 26 |
| Apr 2011 | $40M | $0 | $40M | 5 | -- |
| Oct 2009 | $25.1M | $0 | $25.1M | 5 | -- |
| Apr 2009 | $25.1M | $0 | $25.1M | 5 | -- |
| Mar 2007 | $34M | $0 | $34M | 5 | -- |
| Feb 2007 | $34M | $0 | $34M | 5 | -- |
| Feb 2006 | $31.5M | $0 | $31.5M | 5 | -- |
| Jan 2006 | $31.5M | $0 | $31.5M | 5 | -- |
| Dec 2005 | $31.5M | $0 | $31.5M | 5 | -- |
DateApr 2025
Total AUM$118.1M
Discretionary$0
Non-Disc.$118.1M
Employees2
Clients5
DateApr 2025
Total AUM$118.1M
Discretionary$0
Non-Disc.$118.1M
Employees2
Clients5
DateApr 2025
Total AUM$118.1M
Discretionary$0
Non-Disc.$118.1M
Employees2
Clients5
DateSep 2012
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees1
Clients26
DateSep 2012
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees1
Clients26
DateAug 2012
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees1
Clients26
DateJun 2012
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees1
Clients26
DateApr 2012
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees1
Clients26
DateDec 2011
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees1
Clients26
DateApr 2011
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees5
Clients--
DateOct 2009
Total AUM$25.1M
Discretionary$0
Non-Disc.$25.1M
Employees5
Clients--
DateApr 2009
Total AUM$25.1M
Discretionary$0
Non-Disc.$25.1M
Employees5
Clients--
DateMar 2007
Total AUM$34M
Discretionary$0
Non-Disc.$34M
Employees5
Clients--
DateFeb 2007
Total AUM$34M
Discretionary$0
Non-Disc.$34M
Employees5
Clients--
DateFeb 2006
Total AUM$31.5M
Discretionary$0
Non-Disc.$31.5M
Employees5
Clients--
DateJan 2006
Total AUM$31.5M
Discretionary$0
Non-Disc.$31.5M
Employees5
Clients--
DateDec 2005
Total AUM$31.5M
Discretionary$0
Non-Disc.$31.5M
Employees5
Clients--