FINANCIAL AVENGERS, INC.
CRD #119636 SEC #801-78015 OAKLAND, CA (415) 773-2174
SEC Registered
Total AUM
$433.3M
Discretionary
$433.3M
Employees
2
Clients
101
Accounts
739
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $433.3M | $433.3M | $0 | 2 | 0 |
| Mar 2025 | $433.3M | $433.3M | $0 | 2 | 0 |
| Apr 2024 | $366.8M | $366.8M | $0 | 2 | 0 |
| Mar 2024 | $366.8M | $366.8M | $0 | 2 | 0 |
| Mar 2023 | $312.1M | $312.1M | $0 | 2 | 0 |
| Mar 2022 | $337.6M | $337.6M | $0 | 2 | 0 |
| Oct 2021 | $303.8M | $303.8M | $0 | 2 | 0 |
| Mar 2021 | $303.8M | $303.8M | $0 | 2 | 0 |
| Jul 2020 | $248.3M | $242.7M | $5.6M | 2 | 0 |
| Jul 2020 | $248.3M | $242.7M | $5.6M | 2 | 0 |
| Mar 2020 | $248.3M | $242.7M | $5.6M | 2 | 0 |
| Mar 2019 | $208M | $202.4M | $5.6M | 2 | 0 |
| May 2018 | $185.1M | $178.2M | $6.9M | 2 | 0 |
| Mar 2018 | $185.1M | $178.2M | $6.9M | 2 | 0 |
| Mar 2017 | $153.5M | $146.4M | $7M | 2 | 200 |
| Sep 2016 | $137.8M | $130.1M | $7.7M | 2 | 200 |
| Mar 2016 | $137.8M | $130.1M | $7.7M | 2 | 200 |
| Feb 2015 | $139.8M | $131.7M | $8.1M | 2 | 200 |
| Mar 2014 | $118.3M | $110.2M | $8.1M | 2 | 200 |
| Feb 2014 | $118.3M | $110.2M | $8.1M | 2 | 200 |
| Apr 2013 | $100.2M | $93.8M | $6.3M | 2 | 200 |
| Jun 2012 | $68.7M | $65.3M | $3.4M | 1 | 300 |
| Jun 2012 | $68.7M | $65.3M | $3.4M | 1 | 300 |
| May 2012 | $68.7M | $65.3M | $3.4M | 1 | 300 |
| Mar 2012 | $68.7M | $65.3M | $3.4M | 1 | 300 |
| Apr 2011 | $72.3M | $72.3M | $0 | 5 | -- |
| Apr 2011 | $72.3M | $72.3M | $0 | 5 | -- |
| Mar 2009 | $49.8M | $49.4M | $393K | 5 | -- |
| Mar 2008 | $64M | $62.4M | $1.5M | 5 | -- |
| Mar 2007 | $55.7M | $54M | $1.7M | 5 | -- |
| Dec 2006 | $38.6M | $38.6M | $0 | 5 | -- |
| Mar 2006 | $38.6M | $38.6M | $0 | 5 | -- |
DateAug 2025
Total AUM$433.3M
Discretionary$433.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$433.3M
Discretionary$433.3M
Non-Disc.$0
Employees2
Clients0
DateApr 2024
Total AUM$366.8M
Discretionary$366.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$366.8M
Discretionary$366.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$312.1M
Discretionary$312.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$337.6M
Discretionary$337.6M
Non-Disc.$0
Employees2
Clients0
DateOct 2021
Total AUM$303.8M
Discretionary$303.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$303.8M
Discretionary$303.8M
Non-Disc.$0
Employees2
Clients0
DateJul 2020
Total AUM$248.3M
Discretionary$242.7M
Non-Disc.$5.6M
Employees2
Clients0
DateJul 2020
Total AUM$248.3M
Discretionary$242.7M
Non-Disc.$5.6M
Employees2
Clients0
DateMar 2020
Total AUM$248.3M
Discretionary$242.7M
Non-Disc.$5.6M
Employees2
Clients0
DateMar 2019
Total AUM$208M
Discretionary$202.4M
Non-Disc.$5.6M
Employees2
Clients0
DateMay 2018
Total AUM$185.1M
Discretionary$178.2M
Non-Disc.$6.9M
Employees2
Clients0
DateMar 2018
Total AUM$185.1M
Discretionary$178.2M
Non-Disc.$6.9M
Employees2
Clients0
DateMar 2017
Total AUM$153.5M
Discretionary$146.4M
Non-Disc.$7M
Employees2
Clients200
DateSep 2016
Total AUM$137.8M
Discretionary$130.1M
Non-Disc.$7.7M
Employees2
Clients200
DateMar 2016
Total AUM$137.8M
Discretionary$130.1M
Non-Disc.$7.7M
Employees2
Clients200
DateFeb 2015
Total AUM$139.8M
Discretionary$131.7M
Non-Disc.$8.1M
Employees2
Clients200
DateMar 2014
Total AUM$118.3M
Discretionary$110.2M
Non-Disc.$8.1M
Employees2
Clients200
DateFeb 2014
Total AUM$118.3M
Discretionary$110.2M
Non-Disc.$8.1M
Employees2
Clients200
DateApr 2013
Total AUM$100.2M
Discretionary$93.8M
Non-Disc.$6.3M
Employees2
Clients200
DateJun 2012
Total AUM$68.7M
Discretionary$65.3M
Non-Disc.$3.4M
Employees1
Clients300
DateJun 2012
Total AUM$68.7M
Discretionary$65.3M
Non-Disc.$3.4M
Employees1
Clients300
DateMay 2012
Total AUM$68.7M
Discretionary$65.3M
Non-Disc.$3.4M
Employees1
Clients300
DateMar 2012
Total AUM$68.7M
Discretionary$65.3M
Non-Disc.$3.4M
Employees1
Clients300
DateApr 2011
Total AUM$72.3M
Discretionary$72.3M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$72.3M
Discretionary$72.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$49.8M
Discretionary$49.4M
Non-Disc.$393K
Employees5
Clients--
DateMar 2008
Total AUM$64M
Discretionary$62.4M
Non-Disc.$1.5M
Employees5
Clients--
DateMar 2007
Total AUM$55.7M
Discretionary$54M
Non-Disc.$1.7M
Employees5
Clients--
DateDec 2006
Total AUM$38.6M
Discretionary$38.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$38.6M
Discretionary$38.6M
Non-Disc.$0
Employees5
Clients--