CTR FINANCIAL GROUP LLC
CRD #128764 SEC #801-63144 SUMMIT, NJ 908-277-2350
SEC Registered
Total AUM
$127M
Discretionary
$53M
Employees
1
Clients
0
Accounts
71
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2013 | $76M | $38M | $38M | 4 | 26 |
| Jan 2013 | $76M | $38M | $38M | 4 | 26 |
| Apr 2012 | $127M | $53M | $74M | 1 | 26 |
| Mar 2012 | $127M | $53M | $74M | 1 | 26 |
| Feb 2009 | $140M | $133M | $7M | 5 | -- |
| Mar 2008 | $186M | $180M | $6M | 5 | -- |
| Mar 2007 | $47M | $41M | $6M | 5 | -- |
| Feb 2006 | $44M | $38M | $6M | 5 | -- |
| Sep 2005 | $37.4M | $32M | $5.4M | 5 | -- |
| May 2004 | $27.5M | $27.5M | $0 | 5 | -- |
| May 2004 | $27.5M | $27.5M | $0 | 5 | -- |
DateJan 2013
Total AUM$76M
Discretionary$38M
Non-Disc.$38M
Employees4
Clients26
DateJan 2013
Total AUM$76M
Discretionary$38M
Non-Disc.$38M
Employees4
Clients26
DateApr 2012
Total AUM$127M
Discretionary$53M
Non-Disc.$74M
Employees1
Clients26
DateMar 2012
Total AUM$127M
Discretionary$53M
Non-Disc.$74M
Employees1
Clients26
DateFeb 2009
Total AUM$140M
Discretionary$133M
Non-Disc.$7M
Employees5
Clients--
DateMar 2008
Total AUM$186M
Discretionary$180M
Non-Disc.$6M
Employees5
Clients--
DateMar 2007
Total AUM$47M
Discretionary$41M
Non-Disc.$6M
Employees5
Clients--
DateFeb 2006
Total AUM$44M
Discretionary$38M
Non-Disc.$6M
Employees5
Clients--
DateSep 2005
Total AUM$37.4M
Discretionary$32M
Non-Disc.$5.4M
Employees5
Clients--
DateMay 2004
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees5
Clients--