SAWTELLE FINANCIAL MANAGEMENT
CRD #114928 SEC #801-62979 SAN ANTONIO, TX 210-822-5252
SEC Registered
Total AUM
$129.2M
Discretionary
$129.2M
Employees
3
Clients
11
Accounts
235
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $129.2M | $129.2M | $0 | 3 | 0 |
| Mar 2018 | $124.6M | $124.6M | $0 | 3 | 0 |
| Mar 2017 | $119.2M | $119.2M | $0 | 5 | 200 |
| Feb 2017 | $123M | $123M | $0 | 5 | 200 |
| Mar 2016 | $147.7M | $147.7M | $0 | 6 | 200 |
| Apr 2015 | $163.6M | $163.6M | $0 | 6 | 300 |
| Feb 2015 | $158.1M | $158.1M | $0 | 4 | 300 |
| Sep 2014 | $150.7M | $150.7M | $0 | 5 | 300 |
| Feb 2014 | $137.7M | $137.7M | $0 | 5 | 300 |
| Mar 2013 | $114M | $114M | $0 | 4 | 300 |
| Mar 2012 | $93.1M | $93.1M | $0 | 1 | 300 |
| Mar 2011 | $119.2M | $119.2M | $0 | 5 | -- |
| Jan 2011 | $119.2M | $119.2M | $0 | 5 | -- |
| Mar 2009 | $85.8M | $85.8M | $0 | 5 | -- |
| Feb 2007 | $110.9M | $110.9M | $0 | 5 | -- |
| Mar 2006 | $81M | $81M | $0 | 5 | -- |
| Sep 2005 | $56.5M | $56.5M | $0 | 5 | -- |
| Mar 2004 | $39M | $38.2M | $802.6K | 5 | -- |
DateMar 2019
Total AUM$129.2M
Discretionary$129.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$124.6M
Discretionary$124.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees5
Clients200
DateFeb 2017
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees5
Clients200
DateMar 2016
Total AUM$147.7M
Discretionary$147.7M
Non-Disc.$0
Employees6
Clients200
DateApr 2015
Total AUM$163.6M
Discretionary$163.6M
Non-Disc.$0
Employees6
Clients300
DateFeb 2015
Total AUM$158.1M
Discretionary$158.1M
Non-Disc.$0
Employees4
Clients300
DateSep 2014
Total AUM$150.7M
Discretionary$150.7M
Non-Disc.$0
Employees5
Clients300
DateFeb 2014
Total AUM$137.7M
Discretionary$137.7M
Non-Disc.$0
Employees5
Clients300
DateMar 2013
Total AUM$114M
Discretionary$114M
Non-Disc.$0
Employees4
Clients300
DateMar 2012
Total AUM$93.1M
Discretionary$93.1M
Non-Disc.$0
Employees1
Clients300
DateMar 2011
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$85.8M
Discretionary$85.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$110.9M
Discretionary$110.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$81M
Discretionary$81M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$56.5M
Discretionary$56.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$39M
Discretionary$38.2M
Non-Disc.$802.6K
Employees5
Clients--