ABARIS FINANCIAL GROUP, LLC
CRD #116355 SEC #801-64527 CONCORD, MA 978-371-9649
SEC Registered
Total AUM
$145.5M
Discretionary
$145.5M
Employees
6
Clients
101
Accounts
543
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2019 | $145.5M | $145.5M | $0 | 6 | 0 |
| Mar 2019 | $145.5M | $145.5M | $0 | 6 | 0 |
| Mar 2018 | $147M | $145.5M | $1.5M | 6 | 0 |
| Nov 2017 | $132.2M | $132.2M | $0 | 4 | 0 |
| Sep 2017 | $132.2M | $132.2M | $0 | 4 | 200 |
| Mar 2017 | $132.2M | $132.2M | $0 | 4 | 200 |
| Mar 2016 | $121.7M | $121.7M | $0 | 5 | 200 |
| Sep 2015 | $121.8M | $121.8M | $0 | 5 | 200 |
| Jan 2015 | $121.8M | $121.8M | $0 | 5 | 200 |
| Mar 2014 | $110.7M | $110.7M | $0 | 4 | 200 |
| Jun 2013 | $91.6M | $91.6M | $0 | 4 | 200 |
| May 2013 | $91.6M | $91.6M | $0 | 4 | 200 |
| Mar 2013 | $91.6M | $91.6M | $0 | 4 | 200 |
| Mar 2012 | $90.6M | $90.6M | $0 | 1 | 125 |
| Mar 2011 | $80.9M | $80.9M | $0 | 5 | -- |
| Jan 2011 | $54.5M | $54.5M | $0 | 5 | -- |
| Mar 2010 | $54.5M | $54.5M | $0 | 5 | -- |
| Feb 2007 | $49.3M | $41.8M | $7.6M | 5 | -- |
| Feb 2006 | $37.7M | $30.7M | $7.1M | 5 | -- |
DateApr 2019
Total AUM$145.5M
Discretionary$145.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$145.5M
Discretionary$145.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$147M
Discretionary$145.5M
Non-Disc.$1.5M
Employees6
Clients0
DateNov 2017
Total AUM$132.2M
Discretionary$132.2M
Non-Disc.$0
Employees4
Clients0
DateSep 2017
Total AUM$132.2M
Discretionary$132.2M
Non-Disc.$0
Employees4
Clients200
DateMar 2017
Total AUM$132.2M
Discretionary$132.2M
Non-Disc.$0
Employees4
Clients200
DateMar 2016
Total AUM$121.7M
Discretionary$121.7M
Non-Disc.$0
Employees5
Clients200
DateSep 2015
Total AUM$121.8M
Discretionary$121.8M
Non-Disc.$0
Employees5
Clients200
DateJan 2015
Total AUM$121.8M
Discretionary$121.8M
Non-Disc.$0
Employees5
Clients200
DateMar 2014
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees4
Clients200
DateJun 2013
Total AUM$91.6M
Discretionary$91.6M
Non-Disc.$0
Employees4
Clients200
DateMay 2013
Total AUM$91.6M
Discretionary$91.6M
Non-Disc.$0
Employees4
Clients200
DateMar 2013
Total AUM$91.6M
Discretionary$91.6M
Non-Disc.$0
Employees4
Clients200
DateMar 2012
Total AUM$90.6M
Discretionary$90.6M
Non-Disc.$0
Employees1
Clients125
DateMar 2011
Total AUM$80.9M
Discretionary$80.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$54.5M
Discretionary$54.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$54.5M
Discretionary$54.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$49.3M
Discretionary$41.8M
Non-Disc.$7.6M
Employees5
Clients--
DateFeb 2006
Total AUM$37.7M
Discretionary$30.7M
Non-Disc.$7.1M
Employees5
Clients--