SOUTHERN WEALTH MANAGEMENT, INC
Legal name: CAMBRIDGE WEALTH COUNSEL
CRD #127349 SEC #801-78948 ATLANTA, GA (770) 506-7377
SEC Registered
Total AUM
$238.5M
Discretionary
$204M
Employees
5
Clients
101
Accounts
993
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2016 | $238.5M | $204M | $34.5M | 5 | 200 |
| Jun 2016 | $238.5M | $204M | $34.5M | 5 | 200 |
| Feb 2016 | $238.5M | $204M | $34.5M | 5 | 200 |
| Apr 2015 | $244.4M | $244.4M | $0 | 3 | 164 |
| Mar 2015 | $244.4M | $244.4M | $0 | 3 | 164 |
| Sep 2014 | $233.2M | $0 | $233.2M | 3 | 150 |
| Mar 2014 | $205.9M | $0 | $205.9M | 3 | 150 |
| Dec 2013 | $186M | $0 | $186M | 4 | 150 |
DateSep 2016
Total AUM$238.5M
Discretionary$204M
Non-Disc.$34.5M
Employees5
Clients200
DateJun 2016
Total AUM$238.5M
Discretionary$204M
Non-Disc.$34.5M
Employees5
Clients200
DateFeb 2016
Total AUM$238.5M
Discretionary$204M
Non-Disc.$34.5M
Employees5
Clients200
DateApr 2015
Total AUM$244.4M
Discretionary$244.4M
Non-Disc.$0
Employees3
Clients164
DateMar 2015
Total AUM$244.4M
Discretionary$244.4M
Non-Disc.$0
Employees3
Clients164
DateSep 2014
Total AUM$233.2M
Discretionary$0
Non-Disc.$233.2M
Employees3
Clients150
DateMar 2014
Total AUM$205.9M
Discretionary$0
Non-Disc.$205.9M
Employees3
Clients150
DateDec 2013
Total AUM$186M
Discretionary$0
Non-Disc.$186M
Employees4
Clients150