ETFIDEA, LLC
CRD #121188 SEC #801-69316 SYRACUSE, NY 315-472-6221
SEC Registered
Total AUM
$392.9M
Discretionary
$391.8M
Employees
7
Clients
251
Accounts
267
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $392.9M | $391.8M | $1.2M | 7 | 3 |
| Aug 2023 | $319.4M | $318.5M | $965.7K | 7 | 5 |
| Mar 2023 | $319.4M | $318.5M | $965.7K | 7 | 5 |
| Mar 2022 | $336.5M | $334.2M | $2.3M | 7 | 5 |
| Mar 2021 | $347.9M | $274.3M | $73.7M | 6 | 20 |
| Jun 2020 | $281.6M | $209.1M | $72.5M | 6 | 400 |
| Mar 2020 | $281.6M | $209.1M | $72.5M | 6 | 400 |
| Mar 2019 | $227M | $150.5M | $76.5M | 6 | 400 |
| Mar 2018 | $236.8M | $169.7M | $67.1M | 7 | 400 |
| Mar 2017 | $203.1M | $145.4M | $57.6M | 6 | 300 |
| Mar 2016 | $109.6M | $65.1M | $44.5M | 6 | 300 |
| Mar 2015 | $127.5M | $79M | $48.5M | 6 | 200 |
| Mar 2014 | $68.8M | $55.1M | $13.8M | 6 | 100 |
| Mar 2013 | $54.9M | $44.6M | $10.3M | 6 | 100 |
| Sep 2012 | $50.4M | $40.2M | $10.1M | 6 | 200 |
| Mar 2012 | $50.4M | $40.2M | $10.1M | 6 | 200 |
| Mar 2009 | $21.7M | $21.7M | $0 | 10 | -- |
DateMar 2024
Total AUM$392.9M
Discretionary$391.8M
Non-Disc.$1.2M
Employees7
Clients3
DateAug 2023
Total AUM$319.4M
Discretionary$318.5M
Non-Disc.$965.7K
Employees7
Clients5
DateMar 2023
Total AUM$319.4M
Discretionary$318.5M
Non-Disc.$965.7K
Employees7
Clients5
DateMar 2022
Total AUM$336.5M
Discretionary$334.2M
Non-Disc.$2.3M
Employees7
Clients5
DateMar 2021
Total AUM$347.9M
Discretionary$274.3M
Non-Disc.$73.7M
Employees6
Clients20
DateJun 2020
Total AUM$281.6M
Discretionary$209.1M
Non-Disc.$72.5M
Employees6
Clients400
DateMar 2020
Total AUM$281.6M
Discretionary$209.1M
Non-Disc.$72.5M
Employees6
Clients400
DateMar 2019
Total AUM$227M
Discretionary$150.5M
Non-Disc.$76.5M
Employees6
Clients400
DateMar 2018
Total AUM$236.8M
Discretionary$169.7M
Non-Disc.$67.1M
Employees7
Clients400
DateMar 2017
Total AUM$203.1M
Discretionary$145.4M
Non-Disc.$57.6M
Employees6
Clients300
DateMar 2016
Total AUM$109.6M
Discretionary$65.1M
Non-Disc.$44.5M
Employees6
Clients300
DateMar 2015
Total AUM$127.5M
Discretionary$79M
Non-Disc.$48.5M
Employees6
Clients200
DateMar 2014
Total AUM$68.8M
Discretionary$55.1M
Non-Disc.$13.8M
Employees6
Clients100
DateMar 2013
Total AUM$54.9M
Discretionary$44.6M
Non-Disc.$10.3M
Employees6
Clients100
DateSep 2012
Total AUM$50.4M
Discretionary$40.2M
Non-Disc.$10.1M
Employees6
Clients200
DateMar 2012
Total AUM$50.4M
Discretionary$40.2M
Non-Disc.$10.1M
Employees6
Clients200
DateMar 2009
Total AUM$21.7M
Discretionary$21.7M
Non-Disc.$0
Employees10
Clients--