ALTSCHULER, JAMES STEPHEN
Legal name: ALTSCHULER FINANCIAL SERVICES
CRD #130004 SEC #801-100368 LEXINGTON, MA 781-674-2297
SEC Registered
Total AUM
$209.6M
Discretionary
$204.4M
Employees
3
Clients
11
Accounts
158
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $209.6M | $204.4M | $5.2M | 3 | 0 |
| Aug 2021 | $182.1M | $168.8M | $13.2M | 3 | 0 |
| Aug 2021 | $182.1M | $168.8M | $13.2M | 3 | 0 |
| Feb 2021 | $182.1M | $168.8M | $13.2M | 3 | 0 |
| Feb 2020 | $171.3M | $160M | $11.3M | 3 | 0 |
| Mar 2019 | $143.4M | $135.1M | $8.4M | 3 | 0 |
| Feb 2018 | $140.3M | $132.3M | $8M | 3 | 0 |
| Mar 2017 | $116.8M | $116.8M | $0 | 3 | 100 |
| Mar 2016 | $110.7M | $110.7M | $0 | 3 | 100 |
| Jan 2016 | $122.2M | $122.2M | $0 | 3 | 100 |
| Jun 2015 | $122.2M | $122.2M | $0 | 3 | 100 |
| Jun 2015 | $122.2M | $122.2M | $0 | 3 | 100 |
| May 2012 | $64.6M | $64.6M | $0 | 1 | 26 |
| Mar 2012 | $64.6M | $64.6M | $0 | 1 | 26 |
| Jan 2008 | $53.2M | $53.2M | $0 | 5 | -- |
| Mar 2007 | $48.7M | $48.7M | $0 | 5 | -- |
| Feb 2006 | $43.5M | $43.5M | $0 | 5 | -- |
| Jun 2005 | $41.2M | $41.2M | $0 | 5 | -- |
| Jun 2005 | $41.2M | $41.2M | $0 | 5 | -- |
DateMar 2022
Total AUM$209.6M
Discretionary$204.4M
Non-Disc.$5.2M
Employees3
Clients0
DateAug 2021
Total AUM$182.1M
Discretionary$168.8M
Non-Disc.$13.2M
Employees3
Clients0
DateAug 2021
Total AUM$182.1M
Discretionary$168.8M
Non-Disc.$13.2M
Employees3
Clients0
DateFeb 2021
Total AUM$182.1M
Discretionary$168.8M
Non-Disc.$13.2M
Employees3
Clients0
DateFeb 2020
Total AUM$171.3M
Discretionary$160M
Non-Disc.$11.3M
Employees3
Clients0
DateMar 2019
Total AUM$143.4M
Discretionary$135.1M
Non-Disc.$8.4M
Employees3
Clients0
DateFeb 2018
Total AUM$140.3M
Discretionary$132.3M
Non-Disc.$8M
Employees3
Clients0
DateMar 2017
Total AUM$116.8M
Discretionary$116.8M
Non-Disc.$0
Employees3
Clients100
DateMar 2016
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees3
Clients100
DateJan 2016
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees3
Clients100
DateJun 2015
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees3
Clients100
DateJun 2015
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees3
Clients100
DateMay 2012
Total AUM$64.6M
Discretionary$64.6M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$64.6M
Discretionary$64.6M
Non-Disc.$0
Employees1
Clients26
DateJan 2008
Total AUM$53.2M
Discretionary$53.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$48.7M
Discretionary$48.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$43.5M
Discretionary$43.5M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$41.2M
Discretionary$41.2M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$41.2M
Discretionary$41.2M
Non-Disc.$0
Employees5
Clients--