DISCOVERY FINANCIAL GROUP, LLC
CRD #142595 SEC #801-67499 BLOOMINGTON, MN 952-882-6361
SEC Registered
Total AUM
$12M
Discretionary
$4.5M
Employees
1
Clients
0
Accounts
47
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $12M | $4.5M | $7.5M | 1 | 11 |
| Sep 2011 | $17M | $9.5M | $7.5M | 5 | -- |
| Jul 2011 | $17M | $9.5M | $7.5M | 5 | -- |
| Mar 2011 | $17M | $9.5M | $7.5M | 5 | -- |
| Oct 2010 | $19M | $16.5M | $2.5M | 5 | -- |
| Mar 2009 | $19M | $16.5M | $2.5M | 5 | -- |
| Sep 2007 | $28.3M | $0 | $28.3M | 5 | -- |
| Feb 2007 | $20.6M | $0 | $20.6M | 5 | -- |
| Jan 2007 | $20.6M | $0 | $20.6M | 5 | -- |
| Jan 2007 | $9.5M | $0 | $9.5M | 5 | -- |
DateMar 2012
Total AUM$12M
Discretionary$4.5M
Non-Disc.$7.5M
Employees1
Clients11
DateSep 2011
Total AUM$17M
Discretionary$9.5M
Non-Disc.$7.5M
Employees5
Clients--
DateJul 2011
Total AUM$17M
Discretionary$9.5M
Non-Disc.$7.5M
Employees5
Clients--
DateMar 2011
Total AUM$17M
Discretionary$9.5M
Non-Disc.$7.5M
Employees5
Clients--
DateOct 2010
Total AUM$19M
Discretionary$16.5M
Non-Disc.$2.5M
Employees5
Clients--
DateMar 2009
Total AUM$19M
Discretionary$16.5M
Non-Disc.$2.5M
Employees5
Clients--
DateSep 2007
Total AUM$28.3M
Discretionary$0
Non-Disc.$28.3M
Employees5
Clients--
DateFeb 2007
Total AUM$20.6M
Discretionary$0
Non-Disc.$20.6M
Employees5
Clients--
DateJan 2007
Total AUM$20.6M
Discretionary$0
Non-Disc.$20.6M
Employees5
Clients--
DateJan 2007
Total AUM$9.5M
Discretionary$0
Non-Disc.$9.5M
Employees5
Clients--