NPB FINANCIAL GROUP, LLC
CRD #137743 SEC #801-65903 BURBANK, CA 818-827-7132
SEC Registered Broker-Dealer
Total AUM
$248.8M
Discretionary
$131.7M
Employees
5
Clients
101
Accounts
1,698
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2022 | $248.8M | $131.7M | $117.1M | 5 | 1,698 |
| Jul 2022 | $248.8M | $131.7M | $117.1M | 5 | 1,698 |
| Apr 2022 | $248.8M | $131.7M | $117.1M | 5 | 1,698 |
| Mar 2022 | $248.8M | $131.7M | $117.1M | 5 | 1,698 |
| Mar 2022 | $231.4M | $86.3M | $145.1M | 5 | 994 |
| Mar 2022 | $231.4M | $86.3M | $145.1M | 5 | 994 |
| May 2021 | $231.4M | $86.3M | $145.1M | 7 | 994 |
| Mar 2021 | $231.4M | $86.3M | $145.1M | 7 | 994 |
| Sep 2020 | $231.4M | $86.3M | $145.1M | 7 | 994 |
| Sep 2020 | $231.4M | $86.3M | $145.1M | 7 | 994 |
| May 2020 | $183.1M | $62.1M | $120.9M | 7 | 0 |
| Mar 2020 | $183.1M | $62.1M | $120.9M | 7 | 0 |
| Mar 2019 | $316M | $176M | $140M | 7 | 0 |
| Mar 2018 | $281M | $116M | $165M | 7 | 0 |
| Feb 2018 | $281M | $116M | $165M | 7 | 0 |
| Oct 2017 | $281M | $116M | $165M | 7 | 0 |
| Mar 2017 | $287M | $70M | $217M | 7 | 2,200 |
| Sep 2016 | $450M | $450M | $0 | 7 | 2,400 |
| Mar 2016 | $450M | $450M | $0 | 7 | 2,400 |
| Mar 2015 | $350M | $350M | $0 | 5 | 1,000 |
| Mar 2015 | $798M | $798M | $0 | 4 | 500 |
| Jan 2015 | $798M | $798M | $0 | 4 | 500 |
| Mar 2014 | $798M | $798M | $0 | 4 | 500 |
| Jan 2014 | $239M | $239M | $0 | 4 | 500 |
| Aug 2013 | $239M | $239M | $0 | 4 | 500 |
| Mar 2013 | $239M | $239M | $0 | 4 | 500 |
| Mar 2012 | $180M | $33M | $147M | 11 | 500 |
| Mar 2011 | $146M | $146M | $25K | -- | -- |
| Mar 2008 | $145.6M | $145.6M | $0 | -- | -- |
| Aug 2007 | $76.9M | $76.9M | $0 | 5 | -- |
| Mar 2007 | $76.9M | $76.9M | $0 | 5 | -- |
| Jan 2007 | $52.5M | $0 | $52.5M | 5 | -- |
| Jan 2006 | $0 | $0 | $0 | 5 | -- |
| Jan 2006 | $47M | $0 | $47M | 5 | -- |
DateOct 2022
Total AUM$248.8M
Discretionary$131.7M
Non-Disc.$117.1M
Employees5
Clients1,698
DateJul 2022
Total AUM$248.8M
Discretionary$131.7M
Non-Disc.$117.1M
Employees5
Clients1,698
DateApr 2022
Total AUM$248.8M
Discretionary$131.7M
Non-Disc.$117.1M
Employees5
Clients1,698
DateMar 2022
Total AUM$248.8M
Discretionary$131.7M
Non-Disc.$117.1M
Employees5
Clients1,698
DateMar 2022
Total AUM$231.4M
Discretionary$86.3M
Non-Disc.$145.1M
Employees5
Clients994
DateMar 2022
Total AUM$231.4M
Discretionary$86.3M
Non-Disc.$145.1M
Employees5
Clients994
DateMay 2021
Total AUM$231.4M
Discretionary$86.3M
Non-Disc.$145.1M
Employees7
Clients994
DateMar 2021
Total AUM$231.4M
Discretionary$86.3M
Non-Disc.$145.1M
Employees7
Clients994
DateSep 2020
Total AUM$231.4M
Discretionary$86.3M
Non-Disc.$145.1M
Employees7
Clients994
DateSep 2020
Total AUM$231.4M
Discretionary$86.3M
Non-Disc.$145.1M
Employees7
Clients994
DateMay 2020
Total AUM$183.1M
Discretionary$62.1M
Non-Disc.$120.9M
Employees7
Clients0
DateMar 2020
Total AUM$183.1M
Discretionary$62.1M
Non-Disc.$120.9M
Employees7
Clients0
DateMar 2019
Total AUM$316M
Discretionary$176M
Non-Disc.$140M
Employees7
Clients0
DateMar 2018
Total AUM$281M
Discretionary$116M
Non-Disc.$165M
Employees7
Clients0
DateFeb 2018
Total AUM$281M
Discretionary$116M
Non-Disc.$165M
Employees7
Clients0
DateOct 2017
Total AUM$281M
Discretionary$116M
Non-Disc.$165M
Employees7
Clients0
DateMar 2017
Total AUM$287M
Discretionary$70M
Non-Disc.$217M
Employees7
Clients2,200
DateSep 2016
Total AUM$450M
Discretionary$450M
Non-Disc.$0
Employees7
Clients2,400
DateMar 2016
Total AUM$450M
Discretionary$450M
Non-Disc.$0
Employees7
Clients2,400
DateMar 2015
Total AUM$350M
Discretionary$350M
Non-Disc.$0
Employees5
Clients1,000
DateMar 2015
Total AUM$798M
Discretionary$798M
Non-Disc.$0
Employees4
Clients500
DateJan 2015
Total AUM$798M
Discretionary$798M
Non-Disc.$0
Employees4
Clients500
DateMar 2014
Total AUM$798M
Discretionary$798M
Non-Disc.$0
Employees4
Clients500
DateJan 2014
Total AUM$239M
Discretionary$239M
Non-Disc.$0
Employees4
Clients500
DateAug 2013
Total AUM$239M
Discretionary$239M
Non-Disc.$0
Employees4
Clients500
DateMar 2013
Total AUM$239M
Discretionary$239M
Non-Disc.$0
Employees4
Clients500
DateMar 2012
Total AUM$180M
Discretionary$33M
Non-Disc.$147M
Employees11
Clients500
DateMar 2011
Total AUM$146M
Discretionary$146M
Non-Disc.$25K
Employees--
Clients--
DateMar 2008
Total AUM$145.6M
Discretionary$145.6M
Non-Disc.$0
Employees--
Clients--
DateAug 2007
Total AUM$76.9M
Discretionary$76.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$76.9M
Discretionary$76.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$52.5M
Discretionary$0
Non-Disc.$52.5M
Employees5
Clients--
DateJan 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$47M
Discretionary$0
Non-Disc.$47M
Employees5
Clients--