PERSONAL FINANCIAL GROUP
CRD #116806 SEC #801-70718 OVERLAND PARK, KS 913-451-PLAN (7526)
SEC Registered
Total AUM
$29.1M
Discretionary
$29.1M
Employees
6
Clients
1
Accounts
15
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2019 | $29.1M | $29.1M | $0 | 6 | 0 |
| Apr 2019 | $14.4M | $14.4M | $0 | 6 | 0 |
| Dec 2018 | $398.1M | $396.2M | $1.9M | 17 | 0 |
| Mar 2018 | $398.1M | $396.2M | $1.9M | 17 | 0 |
| May 2017 | $348.4M | $345.9M | $2.4M | 20 | 900 |
| Apr 2017 | $338.5M | $335.5M | $3.1M | 25 | 900 |
| Jan 2017 | $338.5M | $335.5M | $3.1M | 20 | 852 |
| Jan 2017 | $338.5M | $335.5M | $3.1M | 20 | 852 |
| Nov 2016 | $327M | $323.9M | $3M | 21 | 826 |
| Apr 2016 | $294.3M | $280M | $14.3M | 21 | 826 |
| Feb 2016 | $294.3M | $280M | $14.3M | 21 | 826 |
| Oct 2015 | $311.3M | $297.4M | $13.9M | 18 | 829 |
| Jul 2015 | $306.5M | $283.3M | $23.2M | 17 | 700 |
| May 2015 | $255.4M | $241.3M | $14.1M | 15 | 700 |
| Mar 2015 | $238.5M | $233.8M | $4.7M | 14 | 700 |
| Sep 2014 | $229M | $164.8M | $64.2M | 14 | 600 |
| Jan 2014 | $209.1M | $142.6M | $66.4M | 14 | 426 |
| Nov 2013 | $188.4M | $123.2M | $65.2M | 13 | 600 |
| Oct 2013 | $188.4M | $123.2M | $65.2M | 13 | 600 |
| Feb 2013 | $166.7M | $105.1M | $61.6M | 14 | 600 |
| Dec 2012 | $154.2M | $94.2M | $60M | 12 | 400 |
| Oct 2012 | $144.7M | $83.4M | $61.3M | 11 | 400 |
| Sep 2012 | $144.7M | $83.4M | $61.3M | 11 | 400 |
| Jul 2012 | $144.7M | $83.4M | $61.3M | 11 | 400 |
| Feb 2012 | $133.4M | $71M | $62.5M | 11 | 400 |
| Jan 2012 | $133.4M | $71M | $62.5M | 11 | 400 |
| Dec 2011 | $129.4M | $69.2M | $60.2M | 11 | 400 |
| Jul 2011 | $114.3M | $113.5M | $757.4K | -- | -- |
| Jul 2011 | $114.3M | $113.5M | $757.4K | -- | -- |
| Mar 2011 | $53.2M | $51.8M | $1.4M | -- | -- |
| Jan 2011 | $52.2M | $52.2M | $0 | 10 | -- |
| Mar 2010 | $43.9M | $43.9M | $0 | 10 | -- |
| Oct 2009 | $0 | $0 | $0 | 10 | -- |
| Oct 2009 | $49M | $39M | $10M | 10 | -- |
DateJun 2019
Total AUM$29.1M
Discretionary$29.1M
Non-Disc.$0
Employees6
Clients0
DateApr 2019
Total AUM$14.4M
Discretionary$14.4M
Non-Disc.$0
Employees6
Clients0
DateDec 2018
Total AUM$398.1M
Discretionary$396.2M
Non-Disc.$1.9M
Employees17
Clients0
DateMar 2018
Total AUM$398.1M
Discretionary$396.2M
Non-Disc.$1.9M
Employees17
Clients0
DateMay 2017
Total AUM$348.4M
Discretionary$345.9M
Non-Disc.$2.4M
Employees20
Clients900
DateApr 2017
Total AUM$338.5M
Discretionary$335.5M
Non-Disc.$3.1M
Employees25
Clients900
DateJan 2017
Total AUM$338.5M
Discretionary$335.5M
Non-Disc.$3.1M
Employees20
Clients852
DateJan 2017
Total AUM$338.5M
Discretionary$335.5M
Non-Disc.$3.1M
Employees20
Clients852
DateNov 2016
Total AUM$327M
Discretionary$323.9M
Non-Disc.$3M
Employees21
Clients826
DateApr 2016
Total AUM$294.3M
Discretionary$280M
Non-Disc.$14.3M
Employees21
Clients826
DateFeb 2016
Total AUM$294.3M
Discretionary$280M
Non-Disc.$14.3M
Employees21
Clients826
DateOct 2015
Total AUM$311.3M
Discretionary$297.4M
Non-Disc.$13.9M
Employees18
Clients829
DateJul 2015
Total AUM$306.5M
Discretionary$283.3M
Non-Disc.$23.2M
Employees17
Clients700
DateMay 2015
Total AUM$255.4M
Discretionary$241.3M
Non-Disc.$14.1M
Employees15
Clients700
DateMar 2015
Total AUM$238.5M
Discretionary$233.8M
Non-Disc.$4.7M
Employees14
Clients700
DateSep 2014
Total AUM$229M
Discretionary$164.8M
Non-Disc.$64.2M
Employees14
Clients600
DateJan 2014
Total AUM$209.1M
Discretionary$142.6M
Non-Disc.$66.4M
Employees14
Clients426
DateNov 2013
Total AUM$188.4M
Discretionary$123.2M
Non-Disc.$65.2M
Employees13
Clients600
DateOct 2013
Total AUM$188.4M
Discretionary$123.2M
Non-Disc.$65.2M
Employees13
Clients600
DateFeb 2013
Total AUM$166.7M
Discretionary$105.1M
Non-Disc.$61.6M
Employees14
Clients600
DateDec 2012
Total AUM$154.2M
Discretionary$94.2M
Non-Disc.$60M
Employees12
Clients400
DateOct 2012
Total AUM$144.7M
Discretionary$83.4M
Non-Disc.$61.3M
Employees11
Clients400
DateSep 2012
Total AUM$144.7M
Discretionary$83.4M
Non-Disc.$61.3M
Employees11
Clients400
DateJul 2012
Total AUM$144.7M
Discretionary$83.4M
Non-Disc.$61.3M
Employees11
Clients400
DateFeb 2012
Total AUM$133.4M
Discretionary$71M
Non-Disc.$62.5M
Employees11
Clients400
DateJan 2012
Total AUM$133.4M
Discretionary$71M
Non-Disc.$62.5M
Employees11
Clients400
DateDec 2011
Total AUM$129.4M
Discretionary$69.2M
Non-Disc.$60.2M
Employees11
Clients400
DateJul 2011
Total AUM$114.3M
Discretionary$113.5M
Non-Disc.$757.4K
Employees--
Clients--
DateJul 2011
Total AUM$114.3M
Discretionary$113.5M
Non-Disc.$757.4K
Employees--
Clients--
DateMar 2011
Total AUM$53.2M
Discretionary$51.8M
Non-Disc.$1.4M
Employees--
Clients--
DateJan 2011
Total AUM$52.2M
Discretionary$52.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$43.9M
Discretionary$43.9M
Non-Disc.$0
Employees10
Clients--
DateOct 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateOct 2009
Total AUM$49M
Discretionary$39M
Non-Disc.$10M
Employees10
Clients--