JWA FINANCIAL GROUP, INC.
CRD #114646 SEC #801-61361 DALLAS, TX 972-661-3355
SEC Registered
Total AUM
$381.7M
Discretionary
$381.7M
Employees
6
Clients
251
Accounts
836
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2013 | $379.6M | $372.7M | $7M | 8 | 200 |
| Oct 2012 | $381.7M | $381.7M | $0 | 6 | 250 |
| Oct 2012 | $381.7M | $381.7M | $0 | 6 | 250 |
| Aug 2012 | $402.3M | $402.3M | $0 | 6 | 269 |
| Jul 2012 | $402.3M | $402.3M | $0 | 6 | 269 |
| Jun 2012 | $402.3M | $402.3M | $0 | 6 | 269 |
| Mar 2012 | $402.3M | $402.3M | $0 | 6 | 269 |
| Nov 2011 | $374M | $374M | $0 | 6 | 251 |
| Mar 2011 | $374M | $374M | $0 | 10 | -- |
| Jan 2011 | $336.4M | $336.4M | $0 | 10 | -- |
| Nov 2010 | $336.4M | $336.4M | $0 | 10 | -- |
| Mar 2009 | $263.4M | $263.4M | $0 | 10 | -- |
| Mar 2007 | $339M | $339M | $0 | 10 | -- |
| Nov 2006 | $202.5M | $202.5M | $0 | 10 | -- |
| Jan 2006 | $171M | $171M | $0 | 10 | -- |
| Dec 2004 | $74.1M | $74.1M | $0 | 5 | -- |
| Aug 2004 | $44.7M | $44.7M | $0 | 5 | -- |
| Dec 2003 | $43.3M | $43.3M | $0 | 5 | -- |
DateMar 2013
Total AUM$379.6M
Discretionary$372.7M
Non-Disc.$7M
Employees8
Clients200
DateOct 2012
Total AUM$381.7M
Discretionary$381.7M
Non-Disc.$0
Employees6
Clients250
DateOct 2012
Total AUM$381.7M
Discretionary$381.7M
Non-Disc.$0
Employees6
Clients250
DateAug 2012
Total AUM$402.3M
Discretionary$402.3M
Non-Disc.$0
Employees6
Clients269
DateJul 2012
Total AUM$402.3M
Discretionary$402.3M
Non-Disc.$0
Employees6
Clients269
DateJun 2012
Total AUM$402.3M
Discretionary$402.3M
Non-Disc.$0
Employees6
Clients269
DateMar 2012
Total AUM$402.3M
Discretionary$402.3M
Non-Disc.$0
Employees6
Clients269
DateNov 2011
Total AUM$374M
Discretionary$374M
Non-Disc.$0
Employees6
Clients251
DateMar 2011
Total AUM$374M
Discretionary$374M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$336.4M
Discretionary$336.4M
Non-Disc.$0
Employees10
Clients--
DateNov 2010
Total AUM$336.4M
Discretionary$336.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$263.4M
Discretionary$263.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$339M
Discretionary$339M
Non-Disc.$0
Employees10
Clients--
DateNov 2006
Total AUM$202.5M
Discretionary$202.5M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees10
Clients--
DateDec 2004
Total AUM$74.1M
Discretionary$74.1M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$44.7M
Discretionary$44.7M
Non-Disc.$0
Employees5
Clients--
DateDec 2003
Total AUM$43.3M
Discretionary$43.3M
Non-Disc.$0
Employees5
Clients--