TOTAL FINANCIAL ADVISORS, LLC
CRD #143998 SEC #801-67935 BETHPAGE, NY 516-579-2700
SEC Registered
Total AUM
$203.5M
Discretionary
$203.5M
Employees
8
Clients
51
Accounts
781
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $203.5M | $203.5M | $0 | 8 | 4 |
| Feb 2018 | $218.1M | $218.1M | $0 | 8 | 1 |
| Jun 2017 | $193.4M | $192.5M | $869.7K | 8 | 500 |
| May 2017 | $193.4M | $192.5M | $869.7K | 8 | 500 |
| Mar 2017 | $193.4M | $192.5M | $869.7K | 8 | 500 |
| Feb 2016 | $186.2M | $186.2M | $0 | 8 | 500 |
| Jan 2016 | $186.2M | $186.2M | $0 | 8 | 500 |
| Sep 2015 | $178.3M | $178.3M | $0 | 7 | 500 |
| Feb 2015 | $178.3M | $178.3M | $0 | 7 | 500 |
| Oct 2014 | $163M | $163M | $0 | 8 | 400 |
| Apr 2014 | $163M | $163M | $0 | 8 | 400 |
| Mar 2014 | $158.6M | $158.6M | $0 | 8 | 400 |
| Feb 2014 | $158.6M | $158.6M | $0 | 8 | 400 |
| Oct 2013 | $143.4M | $140.2M | $3.2M | 8 | 400 |
| Feb 2013 | $143.4M | $140.2M | $3.2M | 8 | 400 |
| Dec 2012 | $123.8M | $123.7M | $103.8K | 8 | 400 |
| Aug 2012 | $123.8M | $123.7M | $103.8K | 6 | 400 |
| Mar 2012 | $123.8M | $123.7M | $103.8K | 6 | 400 |
| Aug 2011 | $121.6M | $121.2M | $342.1K | 10 | -- |
| Jul 2011 | $121.6M | $121.2M | $342.1K | 10 | -- |
| Jul 2011 | $121.6M | $121.2M | $342.1K | 10 | -- |
| Mar 2011 | $121.6M | $121.2M | $342.1K | 10 | -- |
| Jan 2011 | $101M | $99M | $2M | 10 | -- |
| May 2010 | $101M | $99M | $2M | 10 | -- |
| Sep 2007 | $71M | $58.4M | $12.6M | 10 | -- |
| May 2007 | $0 | $0 | $0 | 10 | -- |
DateMar 2019
Total AUM$203.5M
Discretionary$203.5M
Non-Disc.$0
Employees8
Clients4
DateFeb 2018
Total AUM$218.1M
Discretionary$218.1M
Non-Disc.$0
Employees8
Clients1
DateJun 2017
Total AUM$193.4M
Discretionary$192.5M
Non-Disc.$869.7K
Employees8
Clients500
DateMay 2017
Total AUM$193.4M
Discretionary$192.5M
Non-Disc.$869.7K
Employees8
Clients500
DateMar 2017
Total AUM$193.4M
Discretionary$192.5M
Non-Disc.$869.7K
Employees8
Clients500
DateFeb 2016
Total AUM$186.2M
Discretionary$186.2M
Non-Disc.$0
Employees8
Clients500
DateJan 2016
Total AUM$186.2M
Discretionary$186.2M
Non-Disc.$0
Employees8
Clients500
DateSep 2015
Total AUM$178.3M
Discretionary$178.3M
Non-Disc.$0
Employees7
Clients500
DateFeb 2015
Total AUM$178.3M
Discretionary$178.3M
Non-Disc.$0
Employees7
Clients500
DateOct 2014
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees8
Clients400
DateApr 2014
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees8
Clients400
DateMar 2014
Total AUM$158.6M
Discretionary$158.6M
Non-Disc.$0
Employees8
Clients400
DateFeb 2014
Total AUM$158.6M
Discretionary$158.6M
Non-Disc.$0
Employees8
Clients400
DateOct 2013
Total AUM$143.4M
Discretionary$140.2M
Non-Disc.$3.2M
Employees8
Clients400
DateFeb 2013
Total AUM$143.4M
Discretionary$140.2M
Non-Disc.$3.2M
Employees8
Clients400
DateDec 2012
Total AUM$123.8M
Discretionary$123.7M
Non-Disc.$103.8K
Employees8
Clients400
DateAug 2012
Total AUM$123.8M
Discretionary$123.7M
Non-Disc.$103.8K
Employees6
Clients400
DateMar 2012
Total AUM$123.8M
Discretionary$123.7M
Non-Disc.$103.8K
Employees6
Clients400
DateAug 2011
Total AUM$121.6M
Discretionary$121.2M
Non-Disc.$342.1K
Employees10
Clients--
DateJul 2011
Total AUM$121.6M
Discretionary$121.2M
Non-Disc.$342.1K
Employees10
Clients--
DateJul 2011
Total AUM$121.6M
Discretionary$121.2M
Non-Disc.$342.1K
Employees10
Clients--
DateMar 2011
Total AUM$121.6M
Discretionary$121.2M
Non-Disc.$342.1K
Employees10
Clients--
DateJan 2011
Total AUM$101M
Discretionary$99M
Non-Disc.$2M
Employees10
Clients--
DateMay 2010
Total AUM$101M
Discretionary$99M
Non-Disc.$2M
Employees10
Clients--
DateSep 2007
Total AUM$71M
Discretionary$58.4M
Non-Disc.$12.6M
Employees10
Clients--
DateMay 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--