LEPHEW FINANCIAL SERVICES, INC.
CRD #133826 SEC #801-63822 ROCK HILL, SC 803-329-5125
SEC Registered
Total AUM
$205.5M
Discretionary
$205.5M
Employees
7
Clients
101
Accounts
691
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $205.5M | $205.5M | $0 | 7 | 7 |
| Nov 2018 | $211.5M | $211.5M | $0 | 7 | 221 |
| Mar 2018 | $211.5M | $211.5M | $0 | 7 | 221 |
| Feb 2017 | $177.6M | $177.6M | $0 | 7 | 200 |
| Feb 2016 | $156.1M | $156.1M | $0 | 6 | 200 |
| Sep 2015 | $166.5M | $166.5M | $0 | 4 | 174 |
| Apr 2015 | $166.5M | $166.5M | $0 | 4 | 174 |
| Jan 2015 | $166.5M | $166.5M | $0 | 4 | 174 |
| Mar 2014 | $154.2M | $154.2M | $0 | 4 | 167 |
| Mar 2013 | $117.1M | $117.1M | $0 | 4 | 155 |
| Sep 2012 | $90.1M | $90.1M | $0 | 6 | 143 |
| Aug 2012 | $90.1M | $90.1M | $0 | 6 | 143 |
| Mar 2012 | $90.1M | $90.1M | $0 | 6 | 143 |
| Mar 2011 | $82.8M | $82.8M | $0 | 10 | -- |
| Mar 2007 | $55.7M | $55.7M | $0 | 10 | -- |
| Mar 2006 | $43.7M | $43.7M | $0 | 10 | -- |
| Jan 2005 | $30.7M | $30.2M | $536.8K | 5 | -- |
| Jan 2005 | $30.7M | $30.2M | $536.8K | 5 | -- |
| Jan 2005 | $30.7M | $30.2M | $536.8K | 5 | -- |
DateMar 2019
Total AUM$205.5M
Discretionary$205.5M
Non-Disc.$0
Employees7
Clients7
DateNov 2018
Total AUM$211.5M
Discretionary$211.5M
Non-Disc.$0
Employees7
Clients221
DateMar 2018
Total AUM$211.5M
Discretionary$211.5M
Non-Disc.$0
Employees7
Clients221
DateFeb 2017
Total AUM$177.6M
Discretionary$177.6M
Non-Disc.$0
Employees7
Clients200
DateFeb 2016
Total AUM$156.1M
Discretionary$156.1M
Non-Disc.$0
Employees6
Clients200
DateSep 2015
Total AUM$166.5M
Discretionary$166.5M
Non-Disc.$0
Employees4
Clients174
DateApr 2015
Total AUM$166.5M
Discretionary$166.5M
Non-Disc.$0
Employees4
Clients174
DateJan 2015
Total AUM$166.5M
Discretionary$166.5M
Non-Disc.$0
Employees4
Clients174
DateMar 2014
Total AUM$154.2M
Discretionary$154.2M
Non-Disc.$0
Employees4
Clients167
DateMar 2013
Total AUM$117.1M
Discretionary$117.1M
Non-Disc.$0
Employees4
Clients155
DateSep 2012
Total AUM$90.1M
Discretionary$90.1M
Non-Disc.$0
Employees6
Clients143
DateAug 2012
Total AUM$90.1M
Discretionary$90.1M
Non-Disc.$0
Employees6
Clients143
DateMar 2012
Total AUM$90.1M
Discretionary$90.1M
Non-Disc.$0
Employees6
Clients143
DateMar 2011
Total AUM$82.8M
Discretionary$82.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$55.7M
Discretionary$55.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$43.7M
Discretionary$43.7M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$30.7M
Discretionary$30.2M
Non-Disc.$536.8K
Employees5
Clients--
DateJan 2005
Total AUM$30.7M
Discretionary$30.2M
Non-Disc.$536.8K
Employees5
Clients--
DateJan 2005
Total AUM$30.7M
Discretionary$30.2M
Non-Disc.$536.8K
Employees5
Clients--