THE PROGRAM WORKS, INC.
Legal name: TPW FINANCIAL, INC.
CRD #132797 SEC #801-63724 NEWTON, MA 617-614-9889
SEC Registered
Total AUM
$224M
Discretionary
$220.9M
Employees
4
Clients
26
Accounts
280
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2015 | $260.6M | $246.8M | $13.8M | 3 | 26 |
| Feb 2015 | $260.6M | $246.8M | $13.8M | 3 | 26 |
| Mar 2014 | $277.8M | $247.8M | $30M | 3 | 26 |
| Aug 2013 | $224M | $220.9M | $3M | 4 | 26 |
| Mar 2013 | $224M | $220.9M | $3M | 4 | 26 |
| Mar 2012 | $243.2M | $210.3M | $32.9M | 1 | 26 |
| Mar 2009 | $158.7M | $158.7M | $0 | 5 | -- |
| Mar 2008 | $255M | $255M | $0 | 5 | -- |
| Mar 2007 | $147.3M | $147.3M | $0 | 5 | -- |
| Mar 2006 | $103.8M | $96.8M | $7M | 5 | -- |
| Sep 2005 | $65.8M | $65.8M | $0 | 5 | -- |
DateApr 2015
Total AUM$260.6M
Discretionary$246.8M
Non-Disc.$13.8M
Employees3
Clients26
DateFeb 2015
Total AUM$260.6M
Discretionary$246.8M
Non-Disc.$13.8M
Employees3
Clients26
DateMar 2014
Total AUM$277.8M
Discretionary$247.8M
Non-Disc.$30M
Employees3
Clients26
DateAug 2013
Total AUM$224M
Discretionary$220.9M
Non-Disc.$3M
Employees4
Clients26
DateMar 2013
Total AUM$224M
Discretionary$220.9M
Non-Disc.$3M
Employees4
Clients26
DateMar 2012
Total AUM$243.2M
Discretionary$210.3M
Non-Disc.$32.9M
Employees1
Clients26
DateMar 2009
Total AUM$158.7M
Discretionary$158.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$255M
Discretionary$255M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$147.3M
Discretionary$147.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$103.8M
Discretionary$96.8M
Non-Disc.$7M
Employees5
Clients--
DateSep 2005
Total AUM$65.8M
Discretionary$65.8M
Non-Disc.$0
Employees5
Clients--