TARGETED FINANCIAL SERVICES, LLC
CRD #129049 SEC #801-62542 SEMINOLE, FL 732-750-9880
SEC Registered
Total AUM
$298.5M
Discretionary
$298.5M
Employees
4
Clients
26
Accounts
818
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $298.5M | $298.5M | $0 | 4 | 0 |
| Mar 2025 | $298.5M | $298.5M | $0 | 4 | 0 |
| Jan 2025 | $282.6M | $282.6M | $0 | 4 | 0 |
| Sep 2024 | $282.6M | $282.6M | $0 | 4 | 0 |
| Feb 2024 | $282.6M | $282.6M | $0 | 4 | 0 |
| Oct 2023 | $254.9M | $254.9M | $0 | 4 | 0 |
| Sep 2023 | $254.9M | $254.9M | $0 | 4 | 0 |
| Mar 2023 | $254.9M | $254.9M | $0 | 4 | 0 |
| Mar 2022 | $289.4M | $289.4M | $0 | 4 | 0 |
| Mar 2021 | $264.4M | $264.4M | $0 | 3 | 0 |
| May 2020 | $392.4M | $390.9M | $1.5M | 4 | 0 |
| May 2020 | $392.4M | $390.9M | $1.5M | 4 | 0 |
| Mar 2020 | $392.4M | $390.9M | $1.5M | 4 | 0 |
| Jul 2019 | $397.1M | $397.1M | $0 | 4 | 0 |
| Mar 2019 | $397.1M | $397.1M | $0 | 4 | 0 |
| Nov 2018 | $235.3M | $235.3M | $0 | 6 | 0 |
| Mar 2018 | $235.3M | $235.3M | $0 | 6 | 0 |
| Mar 2017 | $187.6M | $187.6M | $13.9K | 6 | 400 |
| Oct 2016 | $158M | $158M | $13.4K | 5 | 400 |
| Feb 2016 | $158M | $158M | $13.4K | 5 | 400 |
| Dec 2015 | $138.8M | $138.6M | $209.1K | 6 | 400 |
| Nov 2015 | $138.8M | $138.6M | $209.1K | 6 | 400 |
| Jul 2015 | $138.8M | $138.6M | $209.1K | 6 | 400 |
| Mar 2015 | $138.8M | $138.6M | $209.1K | 6 | 400 |
| Sep 2014 | $123.4M | $115.9M | $7.5M | 4 | 348 |
| Mar 2014 | $123.4M | $115.9M | $7.5M | 4 | 348 |
| Aug 2013 | $105M | $105M | $0 | 7 | 328 |
| Apr 2013 | $105M | $105M | $0 | 7 | 328 |
| Mar 2012 | $91.5M | $90.1M | $1.4M | 1 | 145 |
| Mar 2011 | $82.2M | $81.6M | $686.9K | 5 | -- |
| Dec 2010 | $75.5M | $75.1M | $445.7K | 5 | -- |
| Mar 2010 | $75.5M | $75.1M | $445.7K | 5 | -- |
| Mar 2009 | $65.3M | $65M | $281K | 5 | -- |
| Mar 2007 | $60M | $58M | $2M | 5 | -- |
| Mar 2004 | $35M | $0 | $35M | 5 | -- |
| Mar 2004 | $35M | $0 | $35M | 5 | -- |
| Nov 2003 | $31.6M | $0 | $31.6M | 5 | -- |
| Nov 2003 | $31.6M | $0 | $31.6M | 5 | -- |
DateMar 2025
Total AUM$298.5M
Discretionary$298.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$298.5M
Discretionary$298.5M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$282.6M
Discretionary$282.6M
Non-Disc.$0
Employees4
Clients0
DateSep 2024
Total AUM$282.6M
Discretionary$282.6M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$282.6M
Discretionary$282.6M
Non-Disc.$0
Employees4
Clients0
DateOct 2023
Total AUM$254.9M
Discretionary$254.9M
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$254.9M
Discretionary$254.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$254.9M
Discretionary$254.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$289.4M
Discretionary$289.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$264.4M
Discretionary$264.4M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$392.4M
Discretionary$390.9M
Non-Disc.$1.5M
Employees4
Clients0
DateMay 2020
Total AUM$392.4M
Discretionary$390.9M
Non-Disc.$1.5M
Employees4
Clients0
DateMar 2020
Total AUM$392.4M
Discretionary$390.9M
Non-Disc.$1.5M
Employees4
Clients0
DateJul 2019
Total AUM$397.1M
Discretionary$397.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$397.1M
Discretionary$397.1M
Non-Disc.$0
Employees4
Clients0
DateNov 2018
Total AUM$235.3M
Discretionary$235.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$235.3M
Discretionary$235.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2017
Total AUM$187.6M
Discretionary$187.6M
Non-Disc.$13.9K
Employees6
Clients400
DateOct 2016
Total AUM$158M
Discretionary$158M
Non-Disc.$13.4K
Employees5
Clients400
DateFeb 2016
Total AUM$158M
Discretionary$158M
Non-Disc.$13.4K
Employees5
Clients400
DateDec 2015
Total AUM$138.8M
Discretionary$138.6M
Non-Disc.$209.1K
Employees6
Clients400
DateNov 2015
Total AUM$138.8M
Discretionary$138.6M
Non-Disc.$209.1K
Employees6
Clients400
DateJul 2015
Total AUM$138.8M
Discretionary$138.6M
Non-Disc.$209.1K
Employees6
Clients400
DateMar 2015
Total AUM$138.8M
Discretionary$138.6M
Non-Disc.$209.1K
Employees6
Clients400
DateSep 2014
Total AUM$123.4M
Discretionary$115.9M
Non-Disc.$7.5M
Employees4
Clients348
DateMar 2014
Total AUM$123.4M
Discretionary$115.9M
Non-Disc.$7.5M
Employees4
Clients348
DateAug 2013
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees7
Clients328
DateApr 2013
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees7
Clients328
DateMar 2012
Total AUM$91.5M
Discretionary$90.1M
Non-Disc.$1.4M
Employees1
Clients145
DateMar 2011
Total AUM$82.2M
Discretionary$81.6M
Non-Disc.$686.9K
Employees5
Clients--
DateDec 2010
Total AUM$75.5M
Discretionary$75.1M
Non-Disc.$445.7K
Employees5
Clients--
DateMar 2010
Total AUM$75.5M
Discretionary$75.1M
Non-Disc.$445.7K
Employees5
Clients--
DateMar 2009
Total AUM$65.3M
Discretionary$65M
Non-Disc.$281K
Employees5
Clients--
DateMar 2007
Total AUM$60M
Discretionary$58M
Non-Disc.$2M
Employees5
Clients--
DateMar 2004
Total AUM$35M
Discretionary$0
Non-Disc.$35M
Employees5
Clients--
DateMar 2004
Total AUM$35M
Discretionary$0
Non-Disc.$35M
Employees5
Clients--
DateNov 2003
Total AUM$31.6M
Discretionary$0
Non-Disc.$31.6M
Employees5
Clients--
DateNov 2003
Total AUM$31.6M
Discretionary$0
Non-Disc.$31.6M
Employees5
Clients--