KEN GROSS FINANCIAL, INC.
Legal name: STRATEGIC FINANCIAL
CRD #127924 SEC #801-62287 THOUSAND OAKS, CA 805-494-1825
SEC Registered
Total AUM
$41.3M
Discretionary
$0
Employees
1
Clients
51
Accounts
139
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $41.3M | $0 | $41.3M | 1 | 26 |
| Mar 2012 | $41.3M | $0 | $41.3M | 1 | 26 |
| Apr 2011 | $41M | $0 | $41M | 5 | -- |
| Mar 2008 | $48.3M | $0 | $48.3M | 5 | -- |
| Jan 2007 | $45.6M | $43.9M | $1.6M | 5 | -- |
| Feb 2006 | $46.4M | $43.6M | $2.7M | 5 | -- |
| Oct 2005 | $39.4M | $36.7M | $2.7M | 5 | -- |
| Sep 2005 | $39.4M | $36.7M | $2.7M | 5 | -- |
DateJun 2012
Total AUM$41.3M
Discretionary$0
Non-Disc.$41.3M
Employees1
Clients26
DateMar 2012
Total AUM$41.3M
Discretionary$0
Non-Disc.$41.3M
Employees1
Clients26
DateApr 2011
Total AUM$41M
Discretionary$0
Non-Disc.$41M
Employees5
Clients--
DateMar 2008
Total AUM$48.3M
Discretionary$0
Non-Disc.$48.3M
Employees5
Clients--
DateJan 2007
Total AUM$45.6M
Discretionary$43.9M
Non-Disc.$1.6M
Employees5
Clients--
DateFeb 2006
Total AUM$46.4M
Discretionary$43.6M
Non-Disc.$2.7M
Employees5
Clients--
DateOct 2005
Total AUM$39.4M
Discretionary$36.7M
Non-Disc.$2.7M
Employees5
Clients--
DateSep 2005
Total AUM$39.4M
Discretionary$36.7M
Non-Disc.$2.7M
Employees5
Clients--