STRATFORD CONSULTING, LLC
CRD #144009 SEC #801-67931 ADDISON, TX 972-960-3780
SEC Registered
Total AUM
$619.2M
Discretionary
$619.2M
Employees
7
Clients
1
Accounts
811
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2020 | $619.2M | $619.2M | $0 | 7 | 0 |
| Mar 2019 | $552.3M | $552.3M | $9.5K | 7 | 0 |
| Mar 2018 | $564.8M | $564.7M | $9.5K | 7 | 0 |
| Jul 2017 | $447M | $446.9M | $56K | 8 | 158 |
| Mar 2017 | $447M | $446.9M | $56K | 7 | 158 |
| Mar 2017 | $447M | $446.9M | $56K | 7 | 158 |
| May 2016 | $404.7M | $404.7M | $50.3K | 7 | 200 |
| Mar 2016 | $404.7M | $404.7M | $50.3K | 6 | 200 |
| Nov 2015 | $402.6M | $402.1M | $513K | 6 | 200 |
| Aug 2015 | $402.6M | $402.1M | $513K | 6 | 200 |
| Mar 2015 | $402.6M | $402.1M | $513K | 6 | 200 |
| Mar 2015 | $402.6M | $402.1M | $513K | 6 | 200 |
| Oct 2014 | $366.2M | $365.7M | $518.9K | 6 | 200 |
| Mar 2014 | $366.2M | $365.7M | $518.9K | 5 | 200 |
| Mar 2013 | $350.4M | $343.5M | $6.9M | 5 | 152 |
| Mar 2012 | $194.1M | $187.8M | $6.3M | 1 | 200 |
| Feb 2008 | $95.2M | $0 | $95.2M | 5 | -- |
| Oct 2007 | $95.2M | $0 | $95.2M | 5 | -- |
| May 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2020
Total AUM$619.2M
Discretionary$619.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$552.3M
Discretionary$552.3M
Non-Disc.$9.5K
Employees7
Clients0
DateMar 2018
Total AUM$564.8M
Discretionary$564.7M
Non-Disc.$9.5K
Employees7
Clients0
DateJul 2017
Total AUM$447M
Discretionary$446.9M
Non-Disc.$56K
Employees8
Clients158
DateMar 2017
Total AUM$447M
Discretionary$446.9M
Non-Disc.$56K
Employees7
Clients158
DateMar 2017
Total AUM$447M
Discretionary$446.9M
Non-Disc.$56K
Employees7
Clients158
DateMay 2016
Total AUM$404.7M
Discretionary$404.7M
Non-Disc.$50.3K
Employees7
Clients200
DateMar 2016
Total AUM$404.7M
Discretionary$404.7M
Non-Disc.$50.3K
Employees6
Clients200
DateNov 2015
Total AUM$402.6M
Discretionary$402.1M
Non-Disc.$513K
Employees6
Clients200
DateAug 2015
Total AUM$402.6M
Discretionary$402.1M
Non-Disc.$513K
Employees6
Clients200
DateMar 2015
Total AUM$402.6M
Discretionary$402.1M
Non-Disc.$513K
Employees6
Clients200
DateMar 2015
Total AUM$402.6M
Discretionary$402.1M
Non-Disc.$513K
Employees6
Clients200
DateOct 2014
Total AUM$366.2M
Discretionary$365.7M
Non-Disc.$518.9K
Employees6
Clients200
DateMar 2014
Total AUM$366.2M
Discretionary$365.7M
Non-Disc.$518.9K
Employees5
Clients200
DateMar 2013
Total AUM$350.4M
Discretionary$343.5M
Non-Disc.$6.9M
Employees5
Clients152
DateMar 2012
Total AUM$194.1M
Discretionary$187.8M
Non-Disc.$6.3M
Employees1
Clients200
DateFeb 2008
Total AUM$95.2M
Discretionary$0
Non-Disc.$95.2M
Employees5
Clients--
DateOct 2007
Total AUM$95.2M
Discretionary$0
Non-Disc.$95.2M
Employees5
Clients--
DateMay 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--