FINANCIAL DECISIONS, INC.
CRD #118883 SEC #801-61300 STOCKTON, CA 209-957-7413
SEC Registered
Total AUM
$472.7M
Discretionary
$471.1M
Employees
8
Clients
101
Accounts
876
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $710.7M | $681.2M | $29.5M | 8 | 0 |
| Oct 2020 | $472.7M | $471.1M | $1.6M | 8 | 8 |
| Aug 2020 | $472.7M | $471.1M | $1.6M | 8 | 8 |
| Jun 2020 | $472.7M | $471.1M | $1.6M | 8 | 8 |
| Apr 2020 | $472.7M | $471.1M | $1.6M | 8 | 8 |
| Mar 2020 | $472.7M | $471.1M | $1.6M | 8 | 8 |
| Mar 2020 | $472.7M | $471.1M | $1.6M | 8 | 8 |
| Oct 2019 | $376M | $375.1M | $913.9K | 8 | 4 |
| Feb 2019 | $376M | $375.1M | $913.9K | 8 | 4 |
| Dec 2018 | $374.3M | $374.3M | $0 | 10 | 0 |
| Feb 2018 | $374.3M | $374.3M | $0 | 10 | 0 |
| Mar 2017 | $308.4M | $308.4M | $0 | 10 | 385 |
| Feb 2016 | $245M | $245M | $0 | 8 | 389 |
| Feb 2015 | $221.8M | $221.8M | $0 | 7 | 363 |
| Sep 2014 | $196M | $196M | $0 | 7 | 425 |
| Feb 2014 | $196M | $196M | $0 | 7 | 425 |
| Dec 2013 | $185.9M | $185.9M | $0 | 6 | 400 |
| Dec 2013 | $185.9M | $185.9M | $0 | 6 | 400 |
| Sep 2013 | $185.9M | $185.9M | $0 | 6 | 400 |
| Jul 2013 | $185.9M | $185.9M | $0 | 6 | 400 |
| Jul 2013 | $185.9M | $185.9M | $0 | 6 | 400 |
| Jun 2013 | $185.9M | $185.9M | $0 | 6 | 400 |
| Aug 2012 | $163M | $163M | $0 | 1 | 400 |
| Jul 2012 | $163M | $163M | $0 | 1 | 400 |
| Mar 2012 | $157.4M | $157.4M | $0 | 1 | 400 |
| Jun 2011 | $162M | $162M | $0 | 5 | -- |
| Dec 2010 | $120.5M | $120.5M | $0 | 5 | -- |
| Dec 2010 | $120.5M | $120.5M | $0 | 5 | -- |
| Aug 2010 | $120.5M | $120.5M | $0 | 5 | -- |
| May 2010 | $93M | $93M | $0 | 5 | -- |
| Sep 2005 | $90M | $90M | $0 | 5 | -- |
| Jun 2005 | $90M | $90M | $0 | 5 | -- |
| Jun 2004 | $80M | $80M | $0 | 5 | -- |
DateMar 2021
Total AUM$710.7M
Discretionary$681.2M
Non-Disc.$29.5M
Employees8
Clients0
DateOct 2020
Total AUM$472.7M
Discretionary$471.1M
Non-Disc.$1.6M
Employees8
Clients8
DateAug 2020
Total AUM$472.7M
Discretionary$471.1M
Non-Disc.$1.6M
Employees8
Clients8
DateJun 2020
Total AUM$472.7M
Discretionary$471.1M
Non-Disc.$1.6M
Employees8
Clients8
DateApr 2020
Total AUM$472.7M
Discretionary$471.1M
Non-Disc.$1.6M
Employees8
Clients8
DateMar 2020
Total AUM$472.7M
Discretionary$471.1M
Non-Disc.$1.6M
Employees8
Clients8
DateMar 2020
Total AUM$472.7M
Discretionary$471.1M
Non-Disc.$1.6M
Employees8
Clients8
DateOct 2019
Total AUM$376M
Discretionary$375.1M
Non-Disc.$913.9K
Employees8
Clients4
DateFeb 2019
Total AUM$376M
Discretionary$375.1M
Non-Disc.$913.9K
Employees8
Clients4
DateDec 2018
Total AUM$374.3M
Discretionary$374.3M
Non-Disc.$0
Employees10
Clients0
DateFeb 2018
Total AUM$374.3M
Discretionary$374.3M
Non-Disc.$0
Employees10
Clients0
DateMar 2017
Total AUM$308.4M
Discretionary$308.4M
Non-Disc.$0
Employees10
Clients385
DateFeb 2016
Total AUM$245M
Discretionary$245M
Non-Disc.$0
Employees8
Clients389
DateFeb 2015
Total AUM$221.8M
Discretionary$221.8M
Non-Disc.$0
Employees7
Clients363
DateSep 2014
Total AUM$196M
Discretionary$196M
Non-Disc.$0
Employees7
Clients425
DateFeb 2014
Total AUM$196M
Discretionary$196M
Non-Disc.$0
Employees7
Clients425
DateDec 2013
Total AUM$185.9M
Discretionary$185.9M
Non-Disc.$0
Employees6
Clients400
DateDec 2013
Total AUM$185.9M
Discretionary$185.9M
Non-Disc.$0
Employees6
Clients400
DateSep 2013
Total AUM$185.9M
Discretionary$185.9M
Non-Disc.$0
Employees6
Clients400
DateJul 2013
Total AUM$185.9M
Discretionary$185.9M
Non-Disc.$0
Employees6
Clients400
DateJul 2013
Total AUM$185.9M
Discretionary$185.9M
Non-Disc.$0
Employees6
Clients400
DateJun 2013
Total AUM$185.9M
Discretionary$185.9M
Non-Disc.$0
Employees6
Clients400
DateAug 2012
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees1
Clients400
DateJul 2012
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees1
Clients400
DateMar 2012
Total AUM$157.4M
Discretionary$157.4M
Non-Disc.$0
Employees1
Clients400
DateJun 2011
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$120.5M
Discretionary$120.5M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$120.5M
Discretionary$120.5M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$120.5M
Discretionary$120.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$93M
Discretionary$93M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees5
Clients--