LONGBOAT KEY FINANCIAL GROUP, LLC
CRD #138830 SEC #801-67197 LONGBOAT KEY, FL 941-383-2300
SEC Registered
Total AUM
$38.6M
Discretionary
$38.6M
Employees
6
Clients
1
Accounts
702
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2012 | $38.6M | $38.6M | $0 | 6 | 700 |
| Jun 2012 | $38.6M | $38.6M | $0 | 6 | 700 |
| Jun 2012 | $38.6M | $38.6M | $0 | 6 | 700 |
| May 2012 | $38.6M | $38.6M | $0 | 6 | 700 |
| Mar 2012 | $38.6M | $38.6M | $0 | 6 | 700 |
| Mar 2011 | $39.2M | $39.2M | $0 | 10 | -- |
| Jan 2011 | $36.9M | $36.9M | $0 | 10 | -- |
| Dec 2010 | $36.9M | $36.9M | $0 | 10 | -- |
| Feb 2010 | $36.9M | $36.9M | $0 | 10 | -- |
| Apr 2009 | $33.9M | $33.9M | $0 | 10 | -- |
| Feb 2009 | $33.9M | $33.9M | $0 | 10 | -- |
| Mar 2008 | $38.7M | $38.7M | $0 | 10 | -- |
| May 2007 | $35.7M | $24.9M | $10.8M | 10 | -- |
| Mar 2007 | $35.7M | $24.9M | $10.8M | 10 | -- |
| Mar 2007 | $35.7M | $24.9M | $10.8M | 10 | -- |
DateJul 2012
Total AUM$38.6M
Discretionary$38.6M
Non-Disc.$0
Employees6
Clients700
DateJun 2012
Total AUM$38.6M
Discretionary$38.6M
Non-Disc.$0
Employees6
Clients700
DateJun 2012
Total AUM$38.6M
Discretionary$38.6M
Non-Disc.$0
Employees6
Clients700
DateMay 2012
Total AUM$38.6M
Discretionary$38.6M
Non-Disc.$0
Employees6
Clients700
DateMar 2012
Total AUM$38.6M
Discretionary$38.6M
Non-Disc.$0
Employees6
Clients700
DateMar 2011
Total AUM$39.2M
Discretionary$39.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$36.9M
Discretionary$36.9M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$36.9M
Discretionary$36.9M
Non-Disc.$0
Employees10
Clients--
DateFeb 2010
Total AUM$36.9M
Discretionary$36.9M
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$33.9M
Discretionary$33.9M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$33.9M
Discretionary$33.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$38.7M
Discretionary$38.7M
Non-Disc.$0
Employees10
Clients--
DateMay 2007
Total AUM$35.7M
Discretionary$24.9M
Non-Disc.$10.8M
Employees10
Clients--
DateMar 2007
Total AUM$35.7M
Discretionary$24.9M
Non-Disc.$10.8M
Employees10
Clients--
DateMar 2007
Total AUM$35.7M
Discretionary$24.9M
Non-Disc.$10.8M
Employees10
Clients--