FINANCIAL MANAGEMENT CONCEPTS
CRD #118793 SEC #801-62030 WINTER SPRINGS, FL 407-647-7006
SEC Registered
Total AUM
$175.6M
Discretionary
$174.1M
Employees
5
Clients
101
Accounts
593
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $188.9M | $186.7M | $2.2M | 5 | 1 |
| Nov 2021 | $175.6M | $174.1M | $1.5M | 5 | 0 |
| Oct 2021 | $175.6M | $174.1M | $1.5M | 5 | 0 |
| Aug 2021 | $158.3M | $158.3M | $0 | 5 | 0 |
| Mar 2021 | $158.3M | $158.3M | $0 | 5 | 0 |
| Jun 2020 | $145.6M | $145.6M | $0 | 5 | 0 |
| Mar 2020 | $145.6M | $145.6M | $0 | 5 | 0 |
| Feb 2019 | $126.2M | $126.2M | $0 | 5 | 0 |
| Mar 2018 | $138.2M | $138.2M | $0 | 5 | 0 |
| May 2017 | $125.2M | $113.5M | $11.8M | 5 | 200 |
| Apr 2017 | $125.2M | $113.5M | $11.8M | 5 | 200 |
| Feb 2017 | $125.2M | $113.5M | $11.8M | 5 | 200 |
| Mar 2016 | $121.5M | $107.2M | $14.2M | 5 | 200 |
| Feb 2015 | $116.4M | $102.4M | $14M | 5 | 200 |
| May 2014 | $113.8M | $98.7M | $15.1M | 5 | 200 |
| Feb 2014 | $113.8M | $98.7M | $15.1M | 5 | 200 |
| Mar 2013 | $100.9M | $91.7M | $9.1M | 5 | 200 |
| Sep 2012 | $94.4M | $94.4M | $0 | 1 | 200 |
| Mar 2012 | $94.4M | $94.4M | $0 | 1 | 200 |
| Mar 2011 | $106.1M | $106.1M | $0 | 5 | -- |
| Mar 2011 | $106.1M | $106.1M | $0 | 5 | -- |
| May 2010 | $96.5M | $96.5M | $0 | 5 | -- |
| Mar 2009 | $82.3M | $82.3M | $0 | 5 | -- |
| Feb 2007 | $83.9M | $83.9M | $0 | 5 | -- |
| Feb 2006 | $78.9M | $78.9M | $0 | 5 | -- |
| Sep 2005 | $74.7M | $74.7M | $0 | 5 | -- |
| Jun 2005 | $60.6M | $60.6M | $0 | 5 | -- |
| Apr 2004 | $60.6M | $60.6M | $0 | 5 | -- |
| Nov 2003 | $56.5M | $56.5M | $0 | 5 | -- |
DateMar 2022
Total AUM$188.9M
Discretionary$186.7M
Non-Disc.$2.2M
Employees5
Clients1
DateNov 2021
Total AUM$175.6M
Discretionary$174.1M
Non-Disc.$1.5M
Employees5
Clients0
DateOct 2021
Total AUM$175.6M
Discretionary$174.1M
Non-Disc.$1.5M
Employees5
Clients0
DateAug 2021
Total AUM$158.3M
Discretionary$158.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$158.3M
Discretionary$158.3M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$145.6M
Discretionary$145.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$145.6M
Discretionary$145.6M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$126.2M
Discretionary$126.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$138.2M
Discretionary$138.2M
Non-Disc.$0
Employees5
Clients0
DateMay 2017
Total AUM$125.2M
Discretionary$113.5M
Non-Disc.$11.8M
Employees5
Clients200
DateApr 2017
Total AUM$125.2M
Discretionary$113.5M
Non-Disc.$11.8M
Employees5
Clients200
DateFeb 2017
Total AUM$125.2M
Discretionary$113.5M
Non-Disc.$11.8M
Employees5
Clients200
DateMar 2016
Total AUM$121.5M
Discretionary$107.2M
Non-Disc.$14.2M
Employees5
Clients200
DateFeb 2015
Total AUM$116.4M
Discretionary$102.4M
Non-Disc.$14M
Employees5
Clients200
DateMay 2014
Total AUM$113.8M
Discretionary$98.7M
Non-Disc.$15.1M
Employees5
Clients200
DateFeb 2014
Total AUM$113.8M
Discretionary$98.7M
Non-Disc.$15.1M
Employees5
Clients200
DateMar 2013
Total AUM$100.9M
Discretionary$91.7M
Non-Disc.$9.1M
Employees5
Clients200
DateSep 2012
Total AUM$94.4M
Discretionary$94.4M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$94.4M
Discretionary$94.4M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$106.1M
Discretionary$106.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$106.1M
Discretionary$106.1M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$96.5M
Discretionary$96.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$82.3M
Discretionary$82.3M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$83.9M
Discretionary$83.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$78.9M
Discretionary$78.9M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$74.7M
Discretionary$74.7M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$60.6M
Discretionary$60.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$60.6M
Discretionary$60.6M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$56.5M
Discretionary$56.5M
Non-Disc.$0
Employees5
Clients--