STEVEN L. POMERANZ FINANCIAL MANAGEMENT, INC.
CRD #129446 SEC #801-62556 BOCA RATON, FL 561-362-7850
SEC Registered
Total AUM
$187.3M
Discretionary
$187.3M
Employees
1
Clients
1
Accounts
470
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $187.3M | $187.3M | $0 | 1 | 122 |
| Jan 2011 | $147.7M | $147.7M | $0 | 5 | -- |
| Jul 2010 | $147.7M | $147.7M | $0 | 5 | -- |
| Mar 2008 | $149M | $149M | $0 | 5 | -- |
| Jan 2007 | $136.6M | $136.6M | $0 | 5 | -- |
| Mar 2006 | $113.9M | $113.9M | $0 | 5 | -- |
| May 2005 | $148.9M | $148.9M | $0 | 5 | -- |
| Jan 2004 | $56M | $56M | $0 | 5 | -- |
| Jan 2004 | $56M | $56M | $0 | 5 | -- |
| Nov 2003 | $56M | $56M | $0 | 5 | -- |
DateMar 2012
Total AUM$187.3M
Discretionary$187.3M
Non-Disc.$0
Employees1
Clients122
DateJan 2011
Total AUM$147.7M
Discretionary$147.7M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$147.7M
Discretionary$147.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$149M
Discretionary$149M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$136.6M
Discretionary$136.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$113.9M
Discretionary$113.9M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$148.9M
Discretionary$148.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees5
Clients--