FRANCIS LLC
CRD #130687 SEC #801-62841 BROOKFIELD, WI 866-232-6457
SEC Registered
Total AUM
--
Discretionary
--
Employees
27
Clients
--
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $176.8M | $176.8M | $0 | 18 | 76 |
| Mar 2021 | $162.6M | $162.6M | $0 | 20 | 63 |
| Mar 2020 | $170.3M | $170.3M | $0 | 18 | 60 |
| Mar 2019 | $143.8M | $143.8M | $0 | 18 | 58 |
| Mar 2018 | $177.1M | $177.1M | $0 | 16 | 58 |
| Mar 2017 | $130.3M | $130.3M | $0 | 15 | 26 |
| Mar 2016 | $120.2M | $120.2M | $0 | 16 | 26 |
| Mar 2015 | $116.2M | $116.2M | $0 | 14 | 26 |
| Sep 2014 | $128.5M | $128.5M | $0 | 14 | 26 |
| Feb 2014 | $128.5M | $128.5M | $0 | 14 | 26 |
| Mar 2013 | $110.9M | $110.9M | $0 | 15 | 26 |
| Mar 2012 | $81.4M | $81.4M | $0 | 11 | 26 |
| Mar 2011 | $11.8M | $11.8M | $0 | -- | -- |
| Mar 2010 | $4.1M | $4.1M | $0 | -- | -- |
| Mar 2008 | $6.9M | $6.9M | $0 | -- | -- |
DateMar 2022
Total AUM$176.8M
Discretionary$176.8M
Non-Disc.$0
Employees18
Clients76
DateMar 2021
Total AUM$162.6M
Discretionary$162.6M
Non-Disc.$0
Employees20
Clients63
DateMar 2020
Total AUM$170.3M
Discretionary$170.3M
Non-Disc.$0
Employees18
Clients60
DateMar 2019
Total AUM$143.8M
Discretionary$143.8M
Non-Disc.$0
Employees18
Clients58
DateMar 2018
Total AUM$177.1M
Discretionary$177.1M
Non-Disc.$0
Employees16
Clients58
DateMar 2017
Total AUM$130.3M
Discretionary$130.3M
Non-Disc.$0
Employees15
Clients26
DateMar 2016
Total AUM$120.2M
Discretionary$120.2M
Non-Disc.$0
Employees16
Clients26
DateMar 2015
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees14
Clients26
DateSep 2014
Total AUM$128.5M
Discretionary$128.5M
Non-Disc.$0
Employees14
Clients26
DateFeb 2014
Total AUM$128.5M
Discretionary$128.5M
Non-Disc.$0
Employees14
Clients26
DateMar 2013
Total AUM$110.9M
Discretionary$110.9M
Non-Disc.$0
Employees15
Clients26
DateMar 2012
Total AUM$81.4M
Discretionary$81.4M
Non-Disc.$0
Employees11
Clients26
DateMar 2011
Total AUM$11.8M
Discretionary$11.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$4.1M
Discretionary$4.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$6.9M
Discretionary$6.9M
Non-Disc.$0
Employees--
Clients--