FINANCIAL EDGE
CRD #114609 SEC #801-60619 PLANO, TX 972-733-4055
SEC Registered
Total AUM
$39.6M
Discretionary
$0
Employees
5
Clients
101
Accounts
345
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2008 | $35.5M | $0 | $35.5M | 5 | -- |
| Jan 2007 | $27.1M | $0 | $27.1M | 5 | -- |
| Jan 2006 | $39.6M | $0 | $39.6M | 5 | -- |
| Feb 2005 | $32.9M | $0 | $32.9M | 5 | -- |
| Jan 2005 | $32.9M | $0 | $32.9M | 5 | -- |
| Mar 2004 | $35M | $0 | $35M | 5 | -- |
| May 2002 | $30.6M | $0 | $30.6M | 5 | -- |
| Sep 2001 | $28M | $0 | $28M | 5 | -- |
DateJan 2008
Total AUM$35.5M
Discretionary$0
Non-Disc.$35.5M
Employees5
Clients--
DateJan 2007
Total AUM$27.1M
Discretionary$0
Non-Disc.$27.1M
Employees5
Clients--
DateJan 2006
Total AUM$39.6M
Discretionary$0
Non-Disc.$39.6M
Employees5
Clients--
DateFeb 2005
Total AUM$32.9M
Discretionary$0
Non-Disc.$32.9M
Employees5
Clients--
DateJan 2005
Total AUM$32.9M
Discretionary$0
Non-Disc.$32.9M
Employees5
Clients--
DateMar 2004
Total AUM$35M
Discretionary$0
Non-Disc.$35M
Employees5
Clients--
DateMay 2002
Total AUM$30.6M
Discretionary$0
Non-Disc.$30.6M
Employees5
Clients--
DateSep 2001
Total AUM$28M
Discretionary$0
Non-Disc.$28M
Employees5
Clients--