VSR FINANCIAL SERVICES, INC.
Legal name: VSR ADVISORY SERVICES
CRD #14503 SEC #801-61672 OVERLAND PARK, KS 913-498-2900
SEC Registered Broker-Dealer Disclosures
Total AUM
$3.1B
Discretionary
$2.3B
Employees
349
Clients
--
Accounts
16,944
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2016 | $3.1B | $2.3B | $804.5M | 349 | 18,869 |
| Aug 2016 | $3.1B | $2.3B | $804.5M | 349 | 18,869 |
| Jun 2016 | $3.1B | $2.3B | $804.5M | 349 | 18,869 |
| May 2016 | $3.1B | $2.3B | $804.5M | 349 | 18,869 |
| Mar 2016 | $3.1B | $2.3B | $804.5M | 349 | 18,869 |
| Feb 2016 | $3B | $2.3B | $771.2M | 357 | 19,100 |
| Jan 2016 | $3B | $2.3B | $771.2M | 357 | 19,100 |
| Jan 2016 | $3B | $2.3B | $771.2M | 357 | 19,100 |
| Dec 2015 | $3B | $2.3B | $771.2M | 357 | 19,100 |
| Dec 2015 | $3B | $2.3B | $771.2M | 357 | 19,100 |
| Oct 2015 | $3B | $2.3B | $771.2M | 357 | 19,100 |
| Oct 2015 | $3B | $2.3B | $771.2M | 357 | 19,100 |
| Sep 2015 | $3B | $2.3B | $771.2M | 357 | 19,100 |
| Mar 2015 | $3.1B | $2.1B | $954.9M | 347 | 19,100 |
| Dec 2014 | $3.1B | $2.1B | $954.9M | 347 | 19,100 |
| Sep 2014 | $3.1B | $2.1B | $954.9M | 347 | 19,100 |
| Jan 2014 | $2.6B | $1.7B | $932.6M | 378 | 10,600 |
| Aug 2013 | $2.7B | $1.7B | $1B | 378 | 10,600 |
| Jun 2013 | $3B | $1.6B | $1.3B | 361 | 11,700 |
| Sep 2012 | $2.7B | $1.2B | $1.5B | 251 | 13,200 |
| Apr 2012 | $2.6B | $1.1B | $1.6B | 251 | 12,100 |
| Mar 2012 | $2.6B | $1.1B | $1.6B | 251 | 12,100 |
| Dec 2011 | $2.4B | $855.7M | $1.5B | 251 | 11,000 |
| Nov 2010 | $1.8B | $865M | $938.7M | 251 | -- |
| Sep 2010 | $1.8B | $865M | $938.7M | 251 | -- |
| Apr 2010 | $1.5B | $580.9M | $942.7M | 251 | -- |
| Sep 2009 | $1.8B | $478.1M | $1.3B | 251 | -- |
| Mar 2008 | $1.7B | $360.5M | $1.3B | 251 | -- |
| Feb 2008 | $1.7B | $360.5M | $1.3B | 251 | -- |
| Sep 2007 | $1.7B | $360.5M | $1.3B | 251 | -- |
| May 2007 | $1.6B | $276M | $1.3B | 51 | -- |
| May 2007 | $1.6B | $276M | $1.3B | 51 | -- |
| Nov 2006 | $1.6B | $276M | $1.3B | 51 | -- |
| Nov 2006 | $1.6B | $276M | $1.3B | 51 | -- |
| Feb 2006 | $1.3B | $400M | $900M | 51 | -- |
| Jun 2005 | $1.2B | $310.6M | $839.7M | 51 | -- |
| May 2005 | $1.2B | $310.6M | $839.7M | 51 | -- |
| Jan 2005 | $794.6M | $145.3M | $649.3M | 51 | -- |
| Dec 2004 | $794.6M | $145.3M | $649.3M | 51 | -- |
| Jun 2004 | $794.6M | $145.3M | $649.3M | 51 | -- |
| Jun 2004 | $794.6M | $145.3M | $649.3M | 51 | -- |
| May 2004 | $794.6M | $145.3M | $649.3M | 51 | -- |
| May 2004 | $794.6M | $145.3M | $649.3M | 51 | -- |
| Apr 2004 | $794.6M | $145.3M | $649.3M | 51 | -- |
DateSep 2016
Total AUM$3.1B
Discretionary$2.3B
Non-Disc.$804.5M
Employees349
Clients18,869
DateAug 2016
Total AUM$3.1B
Discretionary$2.3B
Non-Disc.$804.5M
Employees349
Clients18,869
DateJun 2016
Total AUM$3.1B
Discretionary$2.3B
Non-Disc.$804.5M
Employees349
Clients18,869
DateMay 2016
Total AUM$3.1B
Discretionary$2.3B
Non-Disc.$804.5M
Employees349
Clients18,869
DateMar 2016
Total AUM$3.1B
Discretionary$2.3B
Non-Disc.$804.5M
Employees349
Clients18,869
DateFeb 2016
Total AUM$3B
Discretionary$2.3B
Non-Disc.$771.2M
Employees357
Clients19,100
DateJan 2016
Total AUM$3B
Discretionary$2.3B
Non-Disc.$771.2M
Employees357
Clients19,100
DateJan 2016
Total AUM$3B
Discretionary$2.3B
Non-Disc.$771.2M
Employees357
Clients19,100
DateDec 2015
Total AUM$3B
Discretionary$2.3B
Non-Disc.$771.2M
Employees357
Clients19,100
DateDec 2015
Total AUM$3B
Discretionary$2.3B
Non-Disc.$771.2M
Employees357
Clients19,100
DateOct 2015
Total AUM$3B
Discretionary$2.3B
Non-Disc.$771.2M
Employees357
Clients19,100
DateOct 2015
Total AUM$3B
Discretionary$2.3B
Non-Disc.$771.2M
Employees357
Clients19,100
DateSep 2015
Total AUM$3B
Discretionary$2.3B
Non-Disc.$771.2M
Employees357
Clients19,100
DateMar 2015
Total AUM$3.1B
Discretionary$2.1B
Non-Disc.$954.9M
Employees347
Clients19,100
DateDec 2014
Total AUM$3.1B
Discretionary$2.1B
Non-Disc.$954.9M
Employees347
Clients19,100
DateSep 2014
Total AUM$3.1B
Discretionary$2.1B
Non-Disc.$954.9M
Employees347
Clients19,100
DateJan 2014
Total AUM$2.6B
Discretionary$1.7B
Non-Disc.$932.6M
Employees378
Clients10,600
DateAug 2013
Total AUM$2.7B
Discretionary$1.7B
Non-Disc.$1B
Employees378
Clients10,600
DateJun 2013
Total AUM$3B
Discretionary$1.6B
Non-Disc.$1.3B
Employees361
Clients11,700
DateSep 2012
Total AUM$2.7B
Discretionary$1.2B
Non-Disc.$1.5B
Employees251
Clients13,200
DateApr 2012
Total AUM$2.6B
Discretionary$1.1B
Non-Disc.$1.6B
Employees251
Clients12,100
DateMar 2012
Total AUM$2.6B
Discretionary$1.1B
Non-Disc.$1.6B
Employees251
Clients12,100
DateDec 2011
Total AUM$2.4B
Discretionary$855.7M
Non-Disc.$1.5B
Employees251
Clients11,000
DateNov 2010
Total AUM$1.8B
Discretionary$865M
Non-Disc.$938.7M
Employees251
Clients--
DateSep 2010
Total AUM$1.8B
Discretionary$865M
Non-Disc.$938.7M
Employees251
Clients--
DateApr 2010
Total AUM$1.5B
Discretionary$580.9M
Non-Disc.$942.7M
Employees251
Clients--
DateSep 2009
Total AUM$1.8B
Discretionary$478.1M
Non-Disc.$1.3B
Employees251
Clients--
DateMar 2008
Total AUM$1.7B
Discretionary$360.5M
Non-Disc.$1.3B
Employees251
Clients--
DateFeb 2008
Total AUM$1.7B
Discretionary$360.5M
Non-Disc.$1.3B
Employees251
Clients--
DateSep 2007
Total AUM$1.7B
Discretionary$360.5M
Non-Disc.$1.3B
Employees251
Clients--
DateMay 2007
Total AUM$1.6B
Discretionary$276M
Non-Disc.$1.3B
Employees51
Clients--
DateMay 2007
Total AUM$1.6B
Discretionary$276M
Non-Disc.$1.3B
Employees51
Clients--
DateNov 2006
Total AUM$1.6B
Discretionary$276M
Non-Disc.$1.3B
Employees51
Clients--
DateNov 2006
Total AUM$1.6B
Discretionary$276M
Non-Disc.$1.3B
Employees51
Clients--
DateFeb 2006
Total AUM$1.3B
Discretionary$400M
Non-Disc.$900M
Employees51
Clients--
DateJun 2005
Total AUM$1.2B
Discretionary$310.6M
Non-Disc.$839.7M
Employees51
Clients--
DateMay 2005
Total AUM$1.2B
Discretionary$310.6M
Non-Disc.$839.7M
Employees51
Clients--
DateJan 2005
Total AUM$794.6M
Discretionary$145.3M
Non-Disc.$649.3M
Employees51
Clients--
DateDec 2004
Total AUM$794.6M
Discretionary$145.3M
Non-Disc.$649.3M
Employees51
Clients--
DateJun 2004
Total AUM$794.6M
Discretionary$145.3M
Non-Disc.$649.3M
Employees51
Clients--
DateJun 2004
Total AUM$794.6M
Discretionary$145.3M
Non-Disc.$649.3M
Employees51
Clients--
DateMay 2004
Total AUM$794.6M
Discretionary$145.3M
Non-Disc.$649.3M
Employees51
Clients--
DateMay 2004
Total AUM$794.6M
Discretionary$145.3M
Non-Disc.$649.3M
Employees51
Clients--
DateApr 2004
Total AUM$794.6M
Discretionary$145.3M
Non-Disc.$649.3M
Employees51
Clients--