FINANCIAL SOLUTIONS, INC.
CRD #123760 SEC #801-62917 TULSA, OK 918-585-5858
SEC Registered
Total AUM
$74.5M
Discretionary
$74.5M
Employees
2
Clients
0
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2024 | $74.5M | $74.5M | $0 | 2 | 5 |
| Mar 2024 | $74.5M | $74.5M | $0 | 2 | 5 |
| Mar 2023 | $160.2M | $160.2M | $0 | 2 | 5 |
| Mar 2022 | $181.7M | $181.7M | $0 | 2 | 8 |
| Mar 2021 | $149.8M | $149.8M | $0 | 2 | 8 |
| May 2020 | $119.7M | $119.7M | $0 | 2 | 7 |
| Mar 2020 | $119.7M | $119.7M | $0 | 2 | 7 |
| Mar 2019 | $114.4M | $114.4M | $0 | 2 | 8 |
| Mar 2018 | $116M | $116M | $0 | 3 | 9 |
| Mar 2017 | $1.3B | $1.3B | $0 | 5 | 11 |
| Jan 2017 | $1.3B | $1.3B | $0 | 5 | 11 |
| Nov 2016 | $1.3B | $1.3B | $0 | 5 | 11 |
| Mar 2016 | $1.3B | $1.3B | $0 | 5 | 11 |
| Mar 2015 | $1.3B | $1.3B | $0 | 2 | 11 |
| Mar 2014 | $1B | $1B | $0 | 2 | 11 |
| Apr 2013 | $354M | $354M | $0 | 1 | 1 |
| Mar 2012 | $354M | $354M | $0 | 1 | 1 |
| Apr 2011 | $354M | $354M | $0 | 5 | -- |
| Mar 2009 | $270M | $245M | $25M | 5 | -- |
| Apr 2007 | $149.5M | $84.5M | $65M | 5 | -- |
| Mar 2006 | $191M | $141M | $50M | 5 | -- |
| May 2005 | $120.6M | $76.6M | $44M | 5 | -- |
DateJul 2024
Total AUM$74.5M
Discretionary$74.5M
Non-Disc.$0
Employees2
Clients5
DateMar 2024
Total AUM$74.5M
Discretionary$74.5M
Non-Disc.$0
Employees2
Clients5
DateMar 2023
Total AUM$160.2M
Discretionary$160.2M
Non-Disc.$0
Employees2
Clients5
DateMar 2022
Total AUM$181.7M
Discretionary$181.7M
Non-Disc.$0
Employees2
Clients8
DateMar 2021
Total AUM$149.8M
Discretionary$149.8M
Non-Disc.$0
Employees2
Clients8
DateMay 2020
Total AUM$119.7M
Discretionary$119.7M
Non-Disc.$0
Employees2
Clients7
DateMar 2020
Total AUM$119.7M
Discretionary$119.7M
Non-Disc.$0
Employees2
Clients7
DateMar 2019
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees2
Clients8
DateMar 2018
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees3
Clients9
DateMar 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees5
Clients11
DateJan 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees5
Clients11
DateNov 2016
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees5
Clients11
DateMar 2016
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees5
Clients11
DateMar 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees2
Clients11
DateMar 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees2
Clients11
DateApr 2013
Total AUM$354M
Discretionary$354M
Non-Disc.$0
Employees1
Clients1
DateMar 2012
Total AUM$354M
Discretionary$354M
Non-Disc.$0
Employees1
Clients1
DateApr 2011
Total AUM$354M
Discretionary$354M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$270M
Discretionary$245M
Non-Disc.$25M
Employees5
Clients--
DateApr 2007
Total AUM$149.5M
Discretionary$84.5M
Non-Disc.$65M
Employees5
Clients--
DateMar 2006
Total AUM$191M
Discretionary$141M
Non-Disc.$50M
Employees5
Clients--
DateMay 2005
Total AUM$120.6M
Discretionary$76.6M
Non-Disc.$44M
Employees5
Clients--