GILFORD FINANCIAL CORP.
CRD #126593 SEC #801-68766 NEW YORK, NY 212-888-6400
SEC Registered Broker-Dealer Disclosures
Total AUM
$62.1M
Discretionary
$44.2M
Employees
26
Clients
0
Accounts
265
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2015 | $80.7M | $60.8M | $20M | 22 | 300 |
| Aug 2015 | $80.7M | $60.8M | $20M | 22 | 300 |
| Mar 2015 | $80.7M | $60.8M | $20M | 22 | 300 |
| Dec 2014 | $62.1M | $44.2M | $17.9M | 26 | 400 |
| Mar 2014 | $62.1M | $44.2M | $17.9M | 26 | 400 |
| Mar 2014 | $81.6M | $58.1M | $23.5M | 30 | 400 |
| Mar 2014 | $81.6M | $58.1M | $23.5M | 30 | 400 |
| Nov 2013 | $81.6M | $58.1M | $23.5M | 30 | 400 |
| Oct 2013 | $81.6M | $58.1M | $23.5M | 30 | 400 |
| Jul 2013 | $81.6M | $58.1M | $23.5M | 30 | 400 |
| Apr 2013 | $81.6M | $58.1M | $23.5M | 30 | 400 |
| Mar 2012 | $94.7M | $65.1M | $29.6M | 11 | 400 |
| Aug 2011 | $88.7M | $60.4M | $28.3M | -- | -- |
| Jun 2011 | $88.7M | $60.4M | $28.3M | -- | -- |
| Jun 2011 | $88.7M | $60.4M | $28.3M | -- | -- |
| Apr 2011 | $88.7M | $60.4M | $28.3M | -- | -- |
| Mar 2011 | $88.7M | $60.4M | $28.3M | -- | -- |
| Jan 2011 | $60.4M | $40.3M | $20.1M | -- | -- |
| Nov 2010 | $60.4M | $40.3M | $20.1M | -- | -- |
| Jun 2010 | $60.4M | $40.3M | $20.1M | -- | -- |
| May 2010 | $60.4M | $40.3M | $20.1M | -- | -- |
| Mar 2010 | $60.4M | $40.3M | $20.1M | -- | -- |
| Oct 2009 | $34.6M | $19.9M | $14.7M | -- | -- |
| Oct 2009 | $34.6M | $19.9M | $14.7M | -- | -- |
| Apr 2009 | $34.6M | $19.9M | $14.7M | -- | -- |
| Mar 2009 | $34.6M | $19.9M | $14.7M | -- | -- |
| Mar 2009 | $34.6M | $19.9M | $14.7M | -- | -- |
| Mar 2008 | $35.9M | $17.9M | $18M | -- | -- |
| Jan 2008 | $35.9M | $17.9M | $18M | -- | -- |
DateOct 2015
Total AUM$80.7M
Discretionary$60.8M
Non-Disc.$20M
Employees22
Clients300
DateAug 2015
Total AUM$80.7M
Discretionary$60.8M
Non-Disc.$20M
Employees22
Clients300
DateMar 2015
Total AUM$80.7M
Discretionary$60.8M
Non-Disc.$20M
Employees22
Clients300
DateDec 2014
Total AUM$62.1M
Discretionary$44.2M
Non-Disc.$17.9M
Employees26
Clients400
DateMar 2014
Total AUM$62.1M
Discretionary$44.2M
Non-Disc.$17.9M
Employees26
Clients400
DateMar 2014
Total AUM$81.6M
Discretionary$58.1M
Non-Disc.$23.5M
Employees30
Clients400
DateMar 2014
Total AUM$81.6M
Discretionary$58.1M
Non-Disc.$23.5M
Employees30
Clients400
DateNov 2013
Total AUM$81.6M
Discretionary$58.1M
Non-Disc.$23.5M
Employees30
Clients400
DateOct 2013
Total AUM$81.6M
Discretionary$58.1M
Non-Disc.$23.5M
Employees30
Clients400
DateJul 2013
Total AUM$81.6M
Discretionary$58.1M
Non-Disc.$23.5M
Employees30
Clients400
DateApr 2013
Total AUM$81.6M
Discretionary$58.1M
Non-Disc.$23.5M
Employees30
Clients400
DateMar 2012
Total AUM$94.7M
Discretionary$65.1M
Non-Disc.$29.6M
Employees11
Clients400
DateAug 2011
Total AUM$88.7M
Discretionary$60.4M
Non-Disc.$28.3M
Employees--
Clients--
DateJun 2011
Total AUM$88.7M
Discretionary$60.4M
Non-Disc.$28.3M
Employees--
Clients--
DateJun 2011
Total AUM$88.7M
Discretionary$60.4M
Non-Disc.$28.3M
Employees--
Clients--
DateApr 2011
Total AUM$88.7M
Discretionary$60.4M
Non-Disc.$28.3M
Employees--
Clients--
DateMar 2011
Total AUM$88.7M
Discretionary$60.4M
Non-Disc.$28.3M
Employees--
Clients--
DateJan 2011
Total AUM$60.4M
Discretionary$40.3M
Non-Disc.$20.1M
Employees--
Clients--
DateNov 2010
Total AUM$60.4M
Discretionary$40.3M
Non-Disc.$20.1M
Employees--
Clients--
DateJun 2010
Total AUM$60.4M
Discretionary$40.3M
Non-Disc.$20.1M
Employees--
Clients--
DateMay 2010
Total AUM$60.4M
Discretionary$40.3M
Non-Disc.$20.1M
Employees--
Clients--
DateMar 2010
Total AUM$60.4M
Discretionary$40.3M
Non-Disc.$20.1M
Employees--
Clients--
DateOct 2009
Total AUM$34.6M
Discretionary$19.9M
Non-Disc.$14.7M
Employees--
Clients--
DateOct 2009
Total AUM$34.6M
Discretionary$19.9M
Non-Disc.$14.7M
Employees--
Clients--
DateApr 2009
Total AUM$34.6M
Discretionary$19.9M
Non-Disc.$14.7M
Employees--
Clients--
DateMar 2009
Total AUM$34.6M
Discretionary$19.9M
Non-Disc.$14.7M
Employees--
Clients--
DateMar 2009
Total AUM$34.6M
Discretionary$19.9M
Non-Disc.$14.7M
Employees--
Clients--
DateMar 2008
Total AUM$35.9M
Discretionary$17.9M
Non-Disc.$18M
Employees--
Clients--
DateJan 2008
Total AUM$35.9M
Discretionary$17.9M
Non-Disc.$18M
Employees--
Clients--