CTB FINANCIAL SERVICES, LTD.
CRD #141278 SEC #801-68577 SAINT LOUIS PARK, MN 952-546-5456
SEC Registered
Total AUM
$218.3M
Discretionary
$218.3M
Employees
9
Clients
251
Accounts
1,033
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $218.3M | $218.3M | $0 | 9 | 0 |
| Mar 2022 | $251.2M | $251.2M | $0 | 9 | 0 |
| Mar 2021 | $208.3M | $0 | $208.3M | 10 | 0 |
| Jun 2020 | $193.5M | $0 | $193.5M | 10 | 0 |
| Apr 2020 | $193.5M | $0 | $193.5M | 10 | 0 |
| Jan 2020 | $193.5M | $0 | $193.5M | 10 | 0 |
| Jan 2020 | $193.5M | $0 | $193.5M | 10 | 0 |
| Mar 2019 | $176.9M | $0 | $176.9M | 10 | 0 |
| Mar 2019 | $172M | $0 | $172M | 10 | 0 |
| Sep 2018 | $181.6M | $0 | $181.6M | 10 | 0 |
| Mar 2018 | $181.6M | $0 | $181.6M | 10 | 0 |
| Mar 2017 | $148.7M | $0 | $148.7M | 2 | 200 |
| Nov 2016 | $140M | $0 | $140M | 2 | 200 |
| Mar 2016 | $140M | $0 | $140M | 2 | 200 |
| Feb 2016 | $135M | $0 | $135M | 2 | 200 |
| Nov 2015 | $135M | $0 | $135M | 2 | 200 |
| Apr 2015 | $135M | $0 | $135M | 2 | 200 |
| Dec 2014 | $135M | $0 | $135M | 2 | 200 |
| Dec 2013 | $130M | $0 | $130M | 2 | 200 |
| Dec 2012 | $100M | $0 | $100M | 6 | 200 |
| Mar 2012 | $80M | $0 | $80M | 6 | 200 |
| Dec 2011 | $80M | $0 | $80M | 6 | 200 |
| Dec 2010 | $70M | $0 | $70M | 10 | -- |
| Nov 2007 | $35.6M | $0 | $35.6M | 5 | -- |
DateMar 2023
Total AUM$218.3M
Discretionary$218.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$251.2M
Discretionary$251.2M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$208.3M
Discretionary$0
Non-Disc.$208.3M
Employees10
Clients0
DateJun 2020
Total AUM$193.5M
Discretionary$0
Non-Disc.$193.5M
Employees10
Clients0
DateApr 2020
Total AUM$193.5M
Discretionary$0
Non-Disc.$193.5M
Employees10
Clients0
DateJan 2020
Total AUM$193.5M
Discretionary$0
Non-Disc.$193.5M
Employees10
Clients0
DateJan 2020
Total AUM$193.5M
Discretionary$0
Non-Disc.$193.5M
Employees10
Clients0
DateMar 2019
Total AUM$176.9M
Discretionary$0
Non-Disc.$176.9M
Employees10
Clients0
DateMar 2019
Total AUM$172M
Discretionary$0
Non-Disc.$172M
Employees10
Clients0
DateSep 2018
Total AUM$181.6M
Discretionary$0
Non-Disc.$181.6M
Employees10
Clients0
DateMar 2018
Total AUM$181.6M
Discretionary$0
Non-Disc.$181.6M
Employees10
Clients0
DateMar 2017
Total AUM$148.7M
Discretionary$0
Non-Disc.$148.7M
Employees2
Clients200
DateNov 2016
Total AUM$140M
Discretionary$0
Non-Disc.$140M
Employees2
Clients200
DateMar 2016
Total AUM$140M
Discretionary$0
Non-Disc.$140M
Employees2
Clients200
DateFeb 2016
Total AUM$135M
Discretionary$0
Non-Disc.$135M
Employees2
Clients200
DateNov 2015
Total AUM$135M
Discretionary$0
Non-Disc.$135M
Employees2
Clients200
DateApr 2015
Total AUM$135M
Discretionary$0
Non-Disc.$135M
Employees2
Clients200
DateDec 2014
Total AUM$135M
Discretionary$0
Non-Disc.$135M
Employees2
Clients200
DateDec 2013
Total AUM$130M
Discretionary$0
Non-Disc.$130M
Employees2
Clients200
DateDec 2012
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees6
Clients200
DateMar 2012
Total AUM$80M
Discretionary$0
Non-Disc.$80M
Employees6
Clients200
DateDec 2011
Total AUM$80M
Discretionary$0
Non-Disc.$80M
Employees6
Clients200
DateDec 2010
Total AUM$70M
Discretionary$0
Non-Disc.$70M
Employees10
Clients--
DateNov 2007
Total AUM$35.6M
Discretionary$0
Non-Disc.$35.6M
Employees5
Clients--