SCHWAN FINANCIAL ADVISORS, LLC
CRD #127313 SEC #801-68527 ABERDEEN, SD 605-225-1047
SEC Registered
Total AUM
$50.7M
Discretionary
$0
Employees
11
Clients
1
Accounts
386
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2012 | $50.7M | $0 | $50.7M | 11 | 300 |
| Aug 2012 | $50.7M | $0 | $50.7M | 11 | 300 |
| Jul 2012 | $50.7M | $0 | $50.7M | 11 | 300 |
| Jun 2012 | $50.7M | $0 | $50.7M | 11 | 300 |
| May 2012 | $50.7M | $0 | $50.7M | 11 | 300 |
| Mar 2012 | $50.7M | $0 | $50.7M | 11 | 300 |
| Jun 2011 | $55.2M | $0 | $55.2M | -- | -- |
| Mar 2011 | $55.2M | $0 | $55.2M | -- | -- |
| Mar 2010 | $312.4M | $0 | $312.4M | -- | -- |
| Mar 2009 | $76.6M | $0 | $76.6M | -- | -- |
| Mar 2008 | $50.7M | $0 | $50.7M | -- | -- |
| Nov 2007 | $54.2M | $0 | $54.2M | -- | -- |
| Oct 2007 | $54.2M | $0 | $54.2M | -- | -- |
DateAug 2012
Total AUM$50.7M
Discretionary$0
Non-Disc.$50.7M
Employees11
Clients300
DateAug 2012
Total AUM$50.7M
Discretionary$0
Non-Disc.$50.7M
Employees11
Clients300
DateJul 2012
Total AUM$50.7M
Discretionary$0
Non-Disc.$50.7M
Employees11
Clients300
DateJun 2012
Total AUM$50.7M
Discretionary$0
Non-Disc.$50.7M
Employees11
Clients300
DateMay 2012
Total AUM$50.7M
Discretionary$0
Non-Disc.$50.7M
Employees11
Clients300
DateMar 2012
Total AUM$50.7M
Discretionary$0
Non-Disc.$50.7M
Employees11
Clients300
DateJun 2011
Total AUM$55.2M
Discretionary$0
Non-Disc.$55.2M
Employees--
Clients--
DateMar 2011
Total AUM$55.2M
Discretionary$0
Non-Disc.$55.2M
Employees--
Clients--
DateMar 2010
Total AUM$312.4M
Discretionary$0
Non-Disc.$312.4M
Employees--
Clients--
DateMar 2009
Total AUM$76.6M
Discretionary$0
Non-Disc.$76.6M
Employees--
Clients--
DateMar 2008
Total AUM$50.7M
Discretionary$0
Non-Disc.$50.7M
Employees--
Clients--
DateNov 2007
Total AUM$54.2M
Discretionary$0
Non-Disc.$54.2M
Employees--
Clients--
DateOct 2007
Total AUM$54.2M
Discretionary$0
Non-Disc.$54.2M
Employees--
Clients--