CANDOR WEALTH ADVISORS LLC
CRD #147557 SEC #801-69415 SUMMIT, NJ 908-277-1300
SEC Registered
Total AUM
$153.2M
Discretionary
$153.2M
Employees
1
Clients
51
Accounts
335
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $225.7M | $214.7M | $11M | 8 | 100 |
| Dec 2014 | $195.7M | $190.5M | $5.2M | 8 | 26 |
| Mar 2014 | $195.7M | $190.5M | $5.2M | 4 | 26 |
| Mar 2013 | $168M | $168M | $0 | 4 | 26 |
| Jan 2013 | $153.2M | $153.2M | $0 | 4 | 26 |
| Sep 2012 | $153.2M | $153.2M | $0 | 1 | 26 |
| Mar 2012 | $153.2M | $153.2M | $0 | 1 | 26 |
| Mar 2011 | $149.8M | $149.8M | $0 | 5 | -- |
DateMar 2015
Total AUM$225.7M
Discretionary$214.7M
Non-Disc.$11M
Employees8
Clients100
DateDec 2014
Total AUM$195.7M
Discretionary$190.5M
Non-Disc.$5.2M
Employees8
Clients26
DateMar 2014
Total AUM$195.7M
Discretionary$190.5M
Non-Disc.$5.2M
Employees4
Clients26
DateMar 2013
Total AUM$168M
Discretionary$168M
Non-Disc.$0
Employees4
Clients26
DateJan 2013
Total AUM$153.2M
Discretionary$153.2M
Non-Disc.$0
Employees4
Clients26
DateSep 2012
Total AUM$153.2M
Discretionary$153.2M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$153.2M
Discretionary$153.2M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$149.8M
Discretionary$149.8M
Non-Disc.$0
Employees5
Clients--