CEPONIS, DAVID, JAY
Legal name: CEPONIS FINANCIAL GROUP
CRD #115390 SEC #801-66152 WILTON, CT 203-762-2117
SEC Registered
Total AUM
$55.4M
Discretionary
$48.2M
Employees
1
Clients
101
Accounts
189
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $55.8M | $48.6M | $7.2M | 1 | 26 |
| Feb 2012 | $55.8M | $48.6M | $7.2M | 1 | 26 |
| Dec 2011 | $55.4M | $48.2M | $7.2M | 1 | 101 |
| Mar 2009 | $36.6M | $31.4M | $5.2M | 5 | -- |
| Mar 2008 | $44.2M | $36.4M | $7.8M | 5 | -- |
| Mar 2007 | $32.7M | $28.8M | $3.8M | 5 | -- |
| Mar 2006 | $31.5M | $5.3M | $26.2M | 5 | -- |
| Jan 2006 | $31.5M | $5.3M | $26.2M | 5 | -- |
DateJun 2012
Total AUM$55.8M
Discretionary$48.6M
Non-Disc.$7.2M
Employees1
Clients26
DateFeb 2012
Total AUM$55.8M
Discretionary$48.6M
Non-Disc.$7.2M
Employees1
Clients26
DateDec 2011
Total AUM$55.4M
Discretionary$48.2M
Non-Disc.$7.2M
Employees1
Clients101
DateMar 2009
Total AUM$36.6M
Discretionary$31.4M
Non-Disc.$5.2M
Employees5
Clients--
DateMar 2008
Total AUM$44.2M
Discretionary$36.4M
Non-Disc.$7.8M
Employees5
Clients--
DateMar 2007
Total AUM$32.7M
Discretionary$28.8M
Non-Disc.$3.8M
Employees5
Clients--
DateMar 2006
Total AUM$31.5M
Discretionary$5.3M
Non-Disc.$26.2M
Employees5
Clients--
DateJan 2006
Total AUM$31.5M
Discretionary$5.3M
Non-Disc.$26.2M
Employees5
Clients--