TARPLEY & UNDERWOOD FINANCIAL ADVISORS, LLC
CRD #119962 SEC #801-61895 ATLANTA, GA 770-730-5000
SEC Registered
Total AUM
$82.6M
Discretionary
$82.6M
Employees
5
Clients
25
Accounts
226
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2009 | $121.1M | $93.8M | $27.3M | 5 | -- |
| Mar 2008 | $154.8M | $138.8M | $16M | 5 | -- |
| Mar 2007 | $130.9M | $127.6M | $3.3M | 5 | -- |
| Mar 2006 | $96.4M | $96.2M | $150.7K | 5 | -- |
| Nov 2005 | $82.6M | $82.6M | $0 | 5 | -- |
| Sep 2005 | $56.6M | $51.3M | $5.3M | 5 | -- |
| Oct 2003 | $45.2M | $42.9M | $2.3M | 5 | -- |
DateMar 2009
Total AUM$121.1M
Discretionary$93.8M
Non-Disc.$27.3M
Employees5
Clients--
DateMar 2008
Total AUM$154.8M
Discretionary$138.8M
Non-Disc.$16M
Employees5
Clients--
DateMar 2007
Total AUM$130.9M
Discretionary$127.6M
Non-Disc.$3.3M
Employees5
Clients--
DateMar 2006
Total AUM$96.4M
Discretionary$96.2M
Non-Disc.$150.7K
Employees5
Clients--
DateNov 2005
Total AUM$82.6M
Discretionary$82.6M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$56.6M
Discretionary$51.3M
Non-Disc.$5.3M
Employees5
Clients--
DateOct 2003
Total AUM$45.2M
Discretionary$42.9M
Non-Disc.$2.3M
Employees5
Clients--