EXETER FINANCIAL, LLC
CRD #143420 SEC #801-67719 SCOTTSDALE, AZ 480-588-0830
SEC Registered
Total AUM
$366.3M
Discretionary
$364.7M
Employees
6
Clients
101
Accounts
631
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $366.3M | $364.7M | $1.5M | 6 | 0 |
| Nov 2024 | $334.3M | $332.8M | $1.5M | 6 | 0 |
| Sep 2024 | $334.3M | $332.8M | $1.5M | 6 | 0 |
| Aug 2024 | $334.3M | $332.8M | $1.5M | 6 | 0 |
| May 2024 | $334.3M | $332.8M | $1.5M | 6 | 0 |
| Mar 2024 | $334.3M | $332.8M | $1.5M | 6 | 0 |
| Feb 2024 | $362.1M | $359.7M | $2.4M | 6 | 0 |
| Sep 2023 | $362.1M | $359.7M | $2.4M | 6 | 0 |
| Jul 2023 | $362.1M | $359.7M | $2.4M | 6 | 0 |
| Jun 2023 | $362.1M | $359.7M | $2.4M | 6 | 0 |
| Jun 2023 | $362.1M | $359.7M | $2.4M | 6 | 0 |
| Mar 2023 | $362.1M | $359.7M | $2.4M | 6 | 0 |
| Feb 2023 | $376.4M | $373.8M | $2.6M | 7 | 0 |
| Apr 2022 | $376.4M | $373.8M | $2.6M | 7 | 0 |
| Mar 2022 | $376.4M | $373.8M | $2.6M | 7 | 0 |
| Feb 2022 | $313.5M | $311.4M | $2.1M | 7 | 5 |
| Jan 2022 | $313.5M | $311.4M | $2.1M | 7 | 5 |
| Apr 2021 | $313.5M | $311.4M | $2.1M | 7 | 5 |
| Mar 2021 | $313.5M | $311.4M | $2.1M | 7 | 5 |
| Jun 2020 | $289.7M | $287.2M | $2.5M | 6 | 5 |
| Mar 2020 | $289.7M | $287.2M | $2.5M | 6 | 5 |
| Mar 2019 | $253.6M | $251.8M | $1.8M | 6 | 5 |
| Mar 2018 | $278.8M | $277M | $1.8M | 6 | 5 |
| Jan 2017 | $191.4M | $189.2M | $2.2M | 6 | 100 |
| Mar 2016 | $184.4M | $179M | $5.5M | 5 | 100 |
| Mar 2015 | $184.5M | $178.9M | $5.6M | 5 | 100 |
| Mar 2015 | $184.5M | $178.9M | $5.6M | 5 | 100 |
| Dec 2014 | $188.9M | $180.9M | $8.1M | 5 | 100 |
| Mar 2014 | $231.8M | $223.8M | $8M | 5 | 200 |
| Apr 2013 | $243.1M | $225.2M | $17.9M | 7 | 190 |
| Mar 2012 | $217.2M | $201M | $16.2M | 6 | 26 |
| Dec 2010 | $135M | $118M | $17M | 10 | -- |
| Mar 2010 | $120M | $105M | $15M | 10 | -- |
| Mar 2008 | $27.7M | $27.7M | $0 | 10 | -- |
| May 2007 | $0 | $0 | $0 | 5 | -- |
| May 2007 | $0 | $0 | $0 | 5 | -- |
| Mar 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$366.3M
Discretionary$364.7M
Non-Disc.$1.5M
Employees6
Clients0
DateNov 2024
Total AUM$334.3M
Discretionary$332.8M
Non-Disc.$1.5M
Employees6
Clients0
DateSep 2024
Total AUM$334.3M
Discretionary$332.8M
Non-Disc.$1.5M
Employees6
Clients0
DateAug 2024
Total AUM$334.3M
Discretionary$332.8M
Non-Disc.$1.5M
Employees6
Clients0
DateMay 2024
Total AUM$334.3M
Discretionary$332.8M
Non-Disc.$1.5M
Employees6
Clients0
DateMar 2024
Total AUM$334.3M
Discretionary$332.8M
Non-Disc.$1.5M
Employees6
Clients0
DateFeb 2024
Total AUM$362.1M
Discretionary$359.7M
Non-Disc.$2.4M
Employees6
Clients0
DateSep 2023
Total AUM$362.1M
Discretionary$359.7M
Non-Disc.$2.4M
Employees6
Clients0
DateJul 2023
Total AUM$362.1M
Discretionary$359.7M
Non-Disc.$2.4M
Employees6
Clients0
DateJun 2023
Total AUM$362.1M
Discretionary$359.7M
Non-Disc.$2.4M
Employees6
Clients0
DateJun 2023
Total AUM$362.1M
Discretionary$359.7M
Non-Disc.$2.4M
Employees6
Clients0
DateMar 2023
Total AUM$362.1M
Discretionary$359.7M
Non-Disc.$2.4M
Employees6
Clients0
DateFeb 2023
Total AUM$376.4M
Discretionary$373.8M
Non-Disc.$2.6M
Employees7
Clients0
DateApr 2022
Total AUM$376.4M
Discretionary$373.8M
Non-Disc.$2.6M
Employees7
Clients0
DateMar 2022
Total AUM$376.4M
Discretionary$373.8M
Non-Disc.$2.6M
Employees7
Clients0
DateFeb 2022
Total AUM$313.5M
Discretionary$311.4M
Non-Disc.$2.1M
Employees7
Clients5
DateJan 2022
Total AUM$313.5M
Discretionary$311.4M
Non-Disc.$2.1M
Employees7
Clients5
DateApr 2021
Total AUM$313.5M
Discretionary$311.4M
Non-Disc.$2.1M
Employees7
Clients5
DateMar 2021
Total AUM$313.5M
Discretionary$311.4M
Non-Disc.$2.1M
Employees7
Clients5
DateJun 2020
Total AUM$289.7M
Discretionary$287.2M
Non-Disc.$2.5M
Employees6
Clients5
DateMar 2020
Total AUM$289.7M
Discretionary$287.2M
Non-Disc.$2.5M
Employees6
Clients5
DateMar 2019
Total AUM$253.6M
Discretionary$251.8M
Non-Disc.$1.8M
Employees6
Clients5
DateMar 2018
Total AUM$278.8M
Discretionary$277M
Non-Disc.$1.8M
Employees6
Clients5
DateJan 2017
Total AUM$191.4M
Discretionary$189.2M
Non-Disc.$2.2M
Employees6
Clients100
DateMar 2016
Total AUM$184.4M
Discretionary$179M
Non-Disc.$5.5M
Employees5
Clients100
DateMar 2015
Total AUM$184.5M
Discretionary$178.9M
Non-Disc.$5.6M
Employees5
Clients100
DateMar 2015
Total AUM$184.5M
Discretionary$178.9M
Non-Disc.$5.6M
Employees5
Clients100
DateDec 2014
Total AUM$188.9M
Discretionary$180.9M
Non-Disc.$8.1M
Employees5
Clients100
DateMar 2014
Total AUM$231.8M
Discretionary$223.8M
Non-Disc.$8M
Employees5
Clients200
DateApr 2013
Total AUM$243.1M
Discretionary$225.2M
Non-Disc.$17.9M
Employees7
Clients190
DateMar 2012
Total AUM$217.2M
Discretionary$201M
Non-Disc.$16.2M
Employees6
Clients26
DateDec 2010
Total AUM$135M
Discretionary$118M
Non-Disc.$17M
Employees10
Clients--
DateMar 2010
Total AUM$120M
Discretionary$105M
Non-Disc.$15M
Employees10
Clients--
DateMar 2008
Total AUM$27.7M
Discretionary$27.7M
Non-Disc.$0
Employees10
Clients--
DateMay 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--