FILOMENO WEALTH MANAGEMENT, LLC
CRD #145450 SEC #801-68464 WEST HARTFORD, CT 860-561-0020
SEC Registered
Total AUM
$58.1M
Discretionary
$43.7M
Employees
8
Clients
1
Accounts
36
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2014 | $58.1M | $43.7M | $14.3M | 8 | 26 |
| Mar 2014 | $58.1M | $43.7M | $14.3M | 8 | 26 |
| Mar 2014 | $58.1M | $43.7M | $14.3M | 8 | 26 |
| Jul 2013 | $186.5M | $123.9M | $62.6M | 11 | 26 |
| Jun 2013 | $186.5M | $123.9M | $62.6M | 11 | 26 |
| Mar 2013 | $186.5M | $123.9M | $62.6M | 5 | 26 |
| Mar 2012 | $157.8M | $115.4M | $42.5M | 1 | 26 |
| Jun 2011 | $132M | $79M | $53M | 10 | -- |
| Mar 2011 | $132M | $79M | $53M | 10 | -- |
| Mar 2010 | $100.7M | $2.6M | $98M | 5 | -- |
| Feb 2009 | $66.1M | $2.3M | $63.8M | 5 | -- |
| Mar 2008 | $55M | $0 | $55M | 5 | -- |
| Mar 2008 | $55M | $0 | $55M | 5 | -- |
| Oct 2007 | $55M | $0 | $55M | 5 | -- |
DateJun 2014
Total AUM$58.1M
Discretionary$43.7M
Non-Disc.$14.3M
Employees8
Clients26
DateMar 2014
Total AUM$58.1M
Discretionary$43.7M
Non-Disc.$14.3M
Employees8
Clients26
DateMar 2014
Total AUM$58.1M
Discretionary$43.7M
Non-Disc.$14.3M
Employees8
Clients26
DateJul 2013
Total AUM$186.5M
Discretionary$123.9M
Non-Disc.$62.6M
Employees11
Clients26
DateJun 2013
Total AUM$186.5M
Discretionary$123.9M
Non-Disc.$62.6M
Employees11
Clients26
DateMar 2013
Total AUM$186.5M
Discretionary$123.9M
Non-Disc.$62.6M
Employees5
Clients26
DateMar 2012
Total AUM$157.8M
Discretionary$115.4M
Non-Disc.$42.5M
Employees1
Clients26
DateJun 2011
Total AUM$132M
Discretionary$79M
Non-Disc.$53M
Employees10
Clients--
DateMar 2011
Total AUM$132M
Discretionary$79M
Non-Disc.$53M
Employees10
Clients--
DateMar 2010
Total AUM$100.7M
Discretionary$2.6M
Non-Disc.$98M
Employees5
Clients--
DateFeb 2009
Total AUM$66.1M
Discretionary$2.3M
Non-Disc.$63.8M
Employees5
Clients--
DateMar 2008
Total AUM$55M
Discretionary$0
Non-Disc.$55M
Employees5
Clients--
DateMar 2008
Total AUM$55M
Discretionary$0
Non-Disc.$55M
Employees5
Clients--
DateOct 2007
Total AUM$55M
Discretionary$0
Non-Disc.$55M
Employees5
Clients--