PLEASANTON FINANCIAL ADVISORS, LLC
Legal name: PLEASANTON FINANCIAL ADVISORS
CRD #132160 SEC #801-66966 PLEASANTON, CA 925-846-3768
SEC Registered
Total AUM
$79.6M
Discretionary
$79.6M
Employees
6
Clients
51
Accounts
285
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $79.6M | $79.6M | $0 | 6 | 26 |
| Mar 2012 | $79.6M | $79.6M | $0 | 6 | 26 |
| Mar 2011 | $66.3M | $66.3M | $0 | 10 | -- |
| Mar 2008 | $52.5M | $52.5M | $0 | 5 | -- |
| Sep 2007 | $50.2M | $50.2M | $0 | 5 | -- |
| Mar 2007 | $50.2M | $50.2M | $0 | 5 | -- |
DateMay 2012
Total AUM$79.6M
Discretionary$79.6M
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$79.6M
Discretionary$79.6M
Non-Disc.$0
Employees6
Clients26
DateMar 2011
Total AUM$66.3M
Discretionary$66.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$52.5M
Discretionary$52.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$50.2M
Discretionary$50.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$50.2M
Discretionary$50.2M
Non-Disc.$0
Employees5
Clients--