ROSENBERG FINANCIAL GROUP, INC.
CRD #119314 SEC #801-64247 WARNER ROBINS, GA 478-922-8100
SEC Registered
Total AUM
$31M
Discretionary
$31M
Employees
5
Clients
0
Accounts
168
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2020 | $31M | $31M | $0 | 5 | 0 |
| Oct 2020 | $31M | $31M | $0 | 5 | 0 |
| Jun 2020 | $62.1M | $59M | $3.1M | 5 | 0 |
| Mar 2020 | $62.1M | $59M | $3.1M | 5 | 0 |
| Aug 2019 | $129M | $125.9M | $3.1M | 5 | 0 |
| Mar 2019 | $129M | $125.9M | $3.1M | 5 | 0 |
| Mar 2018 | $134.1M | $130.2M | $3.9M | 5 | 0 |
| Feb 2017 | $120.1M | $120.1M | $0 | 7 | 374 |
| Feb 2016 | $116.4M | $116.4M | $0 | 7 | 374 |
| Aug 2015 | $112.7M | $112.7M | $0 | 6 | 366 |
| May 2015 | $112.7M | $112.7M | $0 | 6 | 366 |
| Mar 2015 | $112.7M | $112.7M | $0 | 6 | 366 |
| Feb 2015 | $112.7M | $112.7M | $0 | 6 | 366 |
| Jan 2014 | $115.4M | $111.4M | $4.1M | 4 | 391 |
| Feb 2013 | $101.7M | $101.7M | $0 | 4 | 369 |
| Mar 2012 | $97.2M | $97.2M | $0 | 1 | 300 |
| Feb 2012 | $97.2M | $97.2M | $0 | 1 | 300 |
| Jun 2011 | $88.6M | $88.6M | $0 | 5 | -- |
| Apr 2009 | $66M | $66M | $0 | 5 | -- |
| Mar 2007 | $80.7M | $72.6M | $8.1M | 5 | -- |
| Feb 2007 | $80.7M | $72.6M | $8.1M | 10 | -- |
| Feb 2007 | $80.9M | $72.6M | $8.2M | 10 | -- |
| Jan 2007 | $81M | $73M | $8M | 10 | -- |
| Mar 2006 | $65.8M | $58.1M | $7.7M | 10 | -- |
| Mar 2006 | $58.1M | $58.1M | $0 | 10 | -- |
DateNov 2020
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$62.1M
Discretionary$59M
Non-Disc.$3.1M
Employees5
Clients0
DateMar 2020
Total AUM$62.1M
Discretionary$59M
Non-Disc.$3.1M
Employees5
Clients0
DateAug 2019
Total AUM$129M
Discretionary$125.9M
Non-Disc.$3.1M
Employees5
Clients0
DateMar 2019
Total AUM$129M
Discretionary$125.9M
Non-Disc.$3.1M
Employees5
Clients0
DateMar 2018
Total AUM$134.1M
Discretionary$130.2M
Non-Disc.$3.9M
Employees5
Clients0
DateFeb 2017
Total AUM$120.1M
Discretionary$120.1M
Non-Disc.$0
Employees7
Clients374
DateFeb 2016
Total AUM$116.4M
Discretionary$116.4M
Non-Disc.$0
Employees7
Clients374
DateAug 2015
Total AUM$112.7M
Discretionary$112.7M
Non-Disc.$0
Employees6
Clients366
DateMay 2015
Total AUM$112.7M
Discretionary$112.7M
Non-Disc.$0
Employees6
Clients366
DateMar 2015
Total AUM$112.7M
Discretionary$112.7M
Non-Disc.$0
Employees6
Clients366
DateFeb 2015
Total AUM$112.7M
Discretionary$112.7M
Non-Disc.$0
Employees6
Clients366
DateJan 2014
Total AUM$115.4M
Discretionary$111.4M
Non-Disc.$4.1M
Employees4
Clients391
DateFeb 2013
Total AUM$101.7M
Discretionary$101.7M
Non-Disc.$0
Employees4
Clients369
DateMar 2012
Total AUM$97.2M
Discretionary$97.2M
Non-Disc.$0
Employees1
Clients300
DateFeb 2012
Total AUM$97.2M
Discretionary$97.2M
Non-Disc.$0
Employees1
Clients300
DateJun 2011
Total AUM$88.6M
Discretionary$88.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$66M
Discretionary$66M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$80.7M
Discretionary$72.6M
Non-Disc.$8.1M
Employees5
Clients--
DateFeb 2007
Total AUM$80.7M
Discretionary$72.6M
Non-Disc.$8.1M
Employees10
Clients--
DateFeb 2007
Total AUM$80.9M
Discretionary$72.6M
Non-Disc.$8.2M
Employees10
Clients--
DateJan 2007
Total AUM$81M
Discretionary$73M
Non-Disc.$8M
Employees10
Clients--
DateMar 2006
Total AUM$65.8M
Discretionary$58.1M
Non-Disc.$7.7M
Employees10
Clients--
DateMar 2006
Total AUM$58.1M
Discretionary$58.1M
Non-Disc.$0
Employees10
Clients--