PERSONAL FINANCIAL ADVISORS, LLC
CRD #118477 SEC #801-60845 COVINGTON, LA (985) 898-0450
SEC Registered
Total AUM
$121.6M
Discretionary
$113.1M
Employees
5
Clients
1
Accounts
476
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2020 | $121.6M | $113.1M | $8.5M | 5 | 0 |
| Jun 2020 | $121.6M | $113.1M | $8.5M | 5 | 0 |
| May 2020 | $121.6M | $113.1M | $8.5M | 5 | 0 |
| Mar 2020 | $121.6M | $113.1M | $8.5M | 5 | 0 |
| Mar 2020 | $121.6M | $113.1M | $8.5M | 5 | 0 |
| Oct 2019 | $120.7M | $109.3M | $11.4M | 6 | 0 |
| Feb 2019 | $120.7M | $109.3M | $11.4M | 6 | 0 |
| Feb 2018 | $123.2M | $118.2M | $5M | 6 | 173 |
| Sep 2017 | $106.7M | $103.2M | $3.4M | 6 | 200 |
| May 2017 | $106.7M | $103.2M | $3.4M | 6 | 200 |
| Apr 2017 | $106.7M | $103.2M | $3.4M | 6 | 200 |
| Apr 2017 | $106.7M | $103.2M | $3.4M | 6 | 200 |
| Feb 2017 | $106.7M | $103.2M | $3.4M | 6 | 200 |
| Mar 2016 | $108.5M | $103.8M | $4.8M | 6 | 200 |
| Feb 2015 | $108.9M | $105.9M | $3M | 5 | 200 |
| Oct 2014 | $123.5M | $116M | $7.4M | 6 | 200 |
| Mar 2014 | $123.5M | $116M | $7.4M | 6 | 200 |
| Mar 2014 | $123.5M | $116M | $7.4M | 6 | 200 |
| Aug 2013 | $108.4M | $98M | $10.4M | 6 | 200 |
| Feb 2013 | $108.4M | $98M | $10.4M | 6 | 200 |
| Dec 2012 | $92M | $91.5M | $471K | 6 | 200 |
| May 2012 | $92M | $91.5M | $471K | 1 | 200 |
| Mar 2012 | $92M | $91.5M | $471K | 1 | 200 |
| Mar 2011 | $88.2M | $88.2M | $0 | 5 | -- |
| Apr 2010 | $84M | $76M | $8M | 5 | -- |
| Mar 2009 | $87M | $82M | $5M | 5 | -- |
| Mar 2008 | $80.6M | $74M | $6.6M | 5 | -- |
| Mar 2007 | $71M | $65M | $6M | 5 | -- |
| Mar 2006 | $58.5M | $53M | $5.5M | 5 | -- |
| Sep 2005 | $50.5M | $45.1M | $5.4M | 5 | -- |
| Jun 2004 | $45M | $40M | $5M | 5 | -- |
| Jan 2004 | $45M | $40M | $5M | 5 | -- |
DateNov 2020
Total AUM$121.6M
Discretionary$113.1M
Non-Disc.$8.5M
Employees5
Clients0
DateJun 2020
Total AUM$121.6M
Discretionary$113.1M
Non-Disc.$8.5M
Employees5
Clients0
DateMay 2020
Total AUM$121.6M
Discretionary$113.1M
Non-Disc.$8.5M
Employees5
Clients0
DateMar 2020
Total AUM$121.6M
Discretionary$113.1M
Non-Disc.$8.5M
Employees5
Clients0
DateMar 2020
Total AUM$121.6M
Discretionary$113.1M
Non-Disc.$8.5M
Employees5
Clients0
DateOct 2019
Total AUM$120.7M
Discretionary$109.3M
Non-Disc.$11.4M
Employees6
Clients0
DateFeb 2019
Total AUM$120.7M
Discretionary$109.3M
Non-Disc.$11.4M
Employees6
Clients0
DateFeb 2018
Total AUM$123.2M
Discretionary$118.2M
Non-Disc.$5M
Employees6
Clients173
DateSep 2017
Total AUM$106.7M
Discretionary$103.2M
Non-Disc.$3.4M
Employees6
Clients200
DateMay 2017
Total AUM$106.7M
Discretionary$103.2M
Non-Disc.$3.4M
Employees6
Clients200
DateApr 2017
Total AUM$106.7M
Discretionary$103.2M
Non-Disc.$3.4M
Employees6
Clients200
DateApr 2017
Total AUM$106.7M
Discretionary$103.2M
Non-Disc.$3.4M
Employees6
Clients200
DateFeb 2017
Total AUM$106.7M
Discretionary$103.2M
Non-Disc.$3.4M
Employees6
Clients200
DateMar 2016
Total AUM$108.5M
Discretionary$103.8M
Non-Disc.$4.8M
Employees6
Clients200
DateFeb 2015
Total AUM$108.9M
Discretionary$105.9M
Non-Disc.$3M
Employees5
Clients200
DateOct 2014
Total AUM$123.5M
Discretionary$116M
Non-Disc.$7.4M
Employees6
Clients200
DateMar 2014
Total AUM$123.5M
Discretionary$116M
Non-Disc.$7.4M
Employees6
Clients200
DateMar 2014
Total AUM$123.5M
Discretionary$116M
Non-Disc.$7.4M
Employees6
Clients200
DateAug 2013
Total AUM$108.4M
Discretionary$98M
Non-Disc.$10.4M
Employees6
Clients200
DateFeb 2013
Total AUM$108.4M
Discretionary$98M
Non-Disc.$10.4M
Employees6
Clients200
DateDec 2012
Total AUM$92M
Discretionary$91.5M
Non-Disc.$471K
Employees6
Clients200
DateMay 2012
Total AUM$92M
Discretionary$91.5M
Non-Disc.$471K
Employees1
Clients200
DateMar 2012
Total AUM$92M
Discretionary$91.5M
Non-Disc.$471K
Employees1
Clients200
DateMar 2011
Total AUM$88.2M
Discretionary$88.2M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$84M
Discretionary$76M
Non-Disc.$8M
Employees5
Clients--
DateMar 2009
Total AUM$87M
Discretionary$82M
Non-Disc.$5M
Employees5
Clients--
DateMar 2008
Total AUM$80.6M
Discretionary$74M
Non-Disc.$6.6M
Employees5
Clients--
DateMar 2007
Total AUM$71M
Discretionary$65M
Non-Disc.$6M
Employees5
Clients--
DateMar 2006
Total AUM$58.5M
Discretionary$53M
Non-Disc.$5.5M
Employees5
Clients--
DateSep 2005
Total AUM$50.5M
Discretionary$45.1M
Non-Disc.$5.4M
Employees5
Clients--
DateJun 2004
Total AUM$45M
Discretionary$40M
Non-Disc.$5M
Employees5
Clients--
DateJan 2004
Total AUM$45M
Discretionary$40M
Non-Disc.$5M
Employees5
Clients--