ADAMS FINANCIAL CONCEPTS, LLC
CRD #134545 SEC #801-122916 SEATTLE, WA 206-903-1019
SEC Registered Disclosures
Total AUM
$60.4M
Discretionary
$57.4M
Employees
4
Clients
1
Accounts
170
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2024 | $60.4M | $57.4M | $3.1M | 4 | 0 |
| Jun 2024 | $60.4M | $57.4M | $3.1M | 4 | 0 |
| Apr 2024 | $60.4M | $57.4M | $3.1M | 4 | 0 |
| Mar 2024 | $60.4M | $57.4M | $3.1M | 4 | 0 |
| Mar 2023 | $50.2M | $48M | $2.2M | 4 | 0 |
| Mar 2022 | $100M | $97.5M | $2.4M | 6 | 0 |
| Dec 2021 | $102.9M | $100.4M | $2.5M | 7 | 0 |
| Nov 2021 | $102.9M | $100.4M | $2.5M | 7 | 0 |
| Mar 2008 | $22.8M | $18.9M | $3.9M | 5 | -- |
| Sep 2007 | $25.5M | $20.6M | $4.9M | 5 | -- |
DateAug 2024
Total AUM$60.4M
Discretionary$57.4M
Non-Disc.$3.1M
Employees4
Clients0
DateJun 2024
Total AUM$60.4M
Discretionary$57.4M
Non-Disc.$3.1M
Employees4
Clients0
DateApr 2024
Total AUM$60.4M
Discretionary$57.4M
Non-Disc.$3.1M
Employees4
Clients0
DateMar 2024
Total AUM$60.4M
Discretionary$57.4M
Non-Disc.$3.1M
Employees4
Clients0
DateMar 2023
Total AUM$50.2M
Discretionary$48M
Non-Disc.$2.2M
Employees4
Clients0
DateMar 2022
Total AUM$100M
Discretionary$97.5M
Non-Disc.$2.4M
Employees6
Clients0
DateDec 2021
Total AUM$102.9M
Discretionary$100.4M
Non-Disc.$2.5M
Employees7
Clients0
DateNov 2021
Total AUM$102.9M
Discretionary$100.4M
Non-Disc.$2.5M
Employees7
Clients0
DateMar 2008
Total AUM$22.8M
Discretionary$18.9M
Non-Disc.$3.9M
Employees5
Clients--
DateSep 2007
Total AUM$25.5M
Discretionary$20.6M
Non-Disc.$4.9M
Employees5
Clients--