GRODMAN FINANCIAL GROUP, LLC
CRD #116867 SEC #801-77660 BEDFORD, NH 603-647-9999
SEC Registered
Total AUM
$5.8M
Discretionary
$5.8M
Employees
2
Clients
1
Accounts
45
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $5.8M | $5.8M | $0 | 2 | 0 |
| Mar 2022 | $10.8M | $10.8M | $0 | 2 | 0 |
| Mar 2021 | $142.2M | $142.2M | $0 | 2 | 0 |
| Jan 2021 | $150M | $150M | $0 | 0 | 28 |
| Jan 2021 | $150M | $150M | $0 | 0 | 28 |
| Jun 2020 | $150M | $150M | $0 | 3 | 28 |
| Apr 2020 | $150M | $150M | $0 | 3 | 28 |
| Jul 2019 | $150M | $150M | $0 | 3 | 28 |
| Apr 2019 | $150M | $150M | $0 | 3 | 0 |
| May 2018 | $150M | $150M | $0 | 3 | 0 |
| Mar 2017 | $140M | $140M | $0 | 3 | 26 |
| Aug 2016 | $120M | $120M | $0 | 3 | 26 |
| Jul 2016 | $120M | $120M | $0 | 3 | 26 |
| May 2016 | $120M | $120M | $0 | 3 | 26 |
| Apr 2016 | $120M | $120M | $0 | 3 | 26 |
| Mar 2015 | $137M | $137M | $0 | 3 | 26 |
| Jan 2015 | $133M | $133M | $0 | 3 | 26 |
| Dec 2014 | $130M | $130M | $0 | 3 | 26 |
| Apr 2014 | $130M | $130M | $0 | 3 | 26 |
| Mar 2014 | $130M | $130M | $0 | 3 | 26 |
| Oct 2013 | $115M | $115M | $0 | 3 | 26 |
| Oct 2013 | $115M | $115M | $0 | 3 | 26 |
| Oct 2013 | $115M | $115M | $0 | 3 | 26 |
| Aug 2013 | $115M | $115M | $0 | 3 | 26 |
| Jun 2013 | $115M | $115M | $0 | 3 | 26 |
| Mar 2013 | $112M | $112M | $0 | 3 | 26 |
| Feb 2013 | $112M | $112M | $0 | 3 | 26 |
DateMar 2023
Total AUM$5.8M
Discretionary$5.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$10.8M
Discretionary$10.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees2
Clients0
DateJan 2021
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees0
Clients28
DateJan 2021
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees0
Clients28
DateJun 2020
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees3
Clients28
DateApr 2020
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees3
Clients28
DateJul 2019
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees3
Clients28
DateApr 2019
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees3
Clients0
DateMay 2018
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees3
Clients26
DateAug 2016
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees3
Clients26
DateJul 2016
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees3
Clients26
DateMay 2016
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees3
Clients26
DateApr 2016
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees3
Clients26
DateMar 2015
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees3
Clients26
DateJan 2015
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees3
Clients26
DateDec 2014
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees3
Clients26
DateApr 2014
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees3
Clients26
DateMar 2014
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees3
Clients26
DateOct 2013
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees3
Clients26
DateOct 2013
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees3
Clients26
DateOct 2013
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees3
Clients26
DateAug 2013
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees3
Clients26
DateJun 2013
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees3
Clients26
DateMar 2013
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees3
Clients26
DateFeb 2013
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees3
Clients26