LAMIA FINANCIAL GROUP, INC.
CRD #146421 SEC #801-70245 THOUSAND OAKS, CA 805-494-3416
SEC Registered
Total AUM
$306.6M
Discretionary
$306.6M
Employees
7
Clients
101
Accounts
792
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $306.6M | $306.6M | $0 | 7 | 5 |
| Nov 2018 | $281.8M | $281.8M | $0 | 7 | 5 |
| Mar 2018 | $281.8M | $281.8M | $0 | 7 | 5 |
| Mar 2017 | $224M | $224M | $0 | 6 | 200 |
| Mar 2016 | $186.8M | $186.8M | $0 | 8 | 200 |
| Sep 2015 | $184.4M | $184.4M | $0 | 6 | 200 |
| Sep 2015 | $184.4M | $184.4M | $0 | 6 | 200 |
| Mar 2015 | $179.7M | $179.7M | $0 | 6 | 200 |
| Mar 2014 | $164.5M | $164.5M | $0 | 6 | 200 |
| Nov 2013 | $168.3M | $162.6M | $5.7M | 6 | 200 |
| Mar 2013 | $140.6M | $139M | $1.5M | 6 | 200 |
| Mar 2012 | $126.7M | $126.7M | $0 | 1 | 200 |
| Dec 2010 | $97.5M | $97.5M | $0 | 5 | -- |
| Nov 2010 | $97.5M | $97.5M | $0 | 5 | -- |
| Mar 2010 | $97.5M | $97.5M | $0 | 5 | -- |
| Jan 2010 | $97.5M | $97.5M | $0 | 5 | -- |
DateMar 2019
Total AUM$306.6M
Discretionary$306.6M
Non-Disc.$0
Employees7
Clients5
DateNov 2018
Total AUM$281.8M
Discretionary$281.8M
Non-Disc.$0
Employees7
Clients5
DateMar 2018
Total AUM$281.8M
Discretionary$281.8M
Non-Disc.$0
Employees7
Clients5
DateMar 2017
Total AUM$224M
Discretionary$224M
Non-Disc.$0
Employees6
Clients200
DateMar 2016
Total AUM$186.8M
Discretionary$186.8M
Non-Disc.$0
Employees8
Clients200
DateSep 2015
Total AUM$184.4M
Discretionary$184.4M
Non-Disc.$0
Employees6
Clients200
DateSep 2015
Total AUM$184.4M
Discretionary$184.4M
Non-Disc.$0
Employees6
Clients200
DateMar 2015
Total AUM$179.7M
Discretionary$179.7M
Non-Disc.$0
Employees6
Clients200
DateMar 2014
Total AUM$164.5M
Discretionary$164.5M
Non-Disc.$0
Employees6
Clients200
DateNov 2013
Total AUM$168.3M
Discretionary$162.6M
Non-Disc.$5.7M
Employees6
Clients200
DateMar 2013
Total AUM$140.6M
Discretionary$139M
Non-Disc.$1.5M
Employees6
Clients200
DateMar 2012
Total AUM$126.7M
Discretionary$126.7M
Non-Disc.$0
Employees1
Clients200
DateDec 2010
Total AUM$97.5M
Discretionary$97.5M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$97.5M
Discretionary$97.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$97.5M
Discretionary$97.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$97.5M
Discretionary$97.5M
Non-Disc.$0
Employees5
Clients--