RICHARD L. SUMBERG DBA THE FINANCIAL ADVISORS
Legal name: THE FINANCIAL ADVISORS
CRD #128691 SEC #801-63045 ANDOVER, MA 978-475-3242
SEC Registered
Total AUM
$80.4M
Discretionary
$0
Employees
10
Clients
101
Accounts
212
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2008 | $181.6M | $0 | $181.6M | 10 | -- |
| Jan 2007 | $148M | $0 | $148M | 10 | -- |
| Mar 2006 | $231.8M | $0 | $231.8M | 10 | -- |
| May 2004 | $80.4M | $0 | $80.4M | 10 | -- |
| May 2004 | $80.4M | $0 | $80.4M | 10 | -- |
| Apr 2004 | $80.4M | $0 | $80.4M | 10 | -- |
DateJan 2008
Total AUM$181.6M
Discretionary$0
Non-Disc.$181.6M
Employees10
Clients--
DateJan 2007
Total AUM$148M
Discretionary$0
Non-Disc.$148M
Employees10
Clients--
DateMar 2006
Total AUM$231.8M
Discretionary$0
Non-Disc.$231.8M
Employees10
Clients--
DateMay 2004
Total AUM$80.4M
Discretionary$0
Non-Disc.$80.4M
Employees10
Clients--
DateMay 2004
Total AUM$80.4M
Discretionary$0
Non-Disc.$80.4M
Employees10
Clients--
DateApr 2004
Total AUM$80.4M
Discretionary$0
Non-Disc.$80.4M
Employees10
Clients--