HOLIFIELD FINANCIAL ADVISORY SERVICES, INC
Legal name: HOLIFIELD FINANCIAL ADVISORY SERVICES/PROSPER FINANCIAL ADVISERS
CRD #147874 SEC #801-116854 SAINT PETERSBURG, FL 727-823-3801
SEC Registered
Total AUM
--
Discretionary
--
Employees
2
Clients
0
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $145.7M | $122.5M | $23.2M | 2 | 0 |
| Mar 2022 | $161.8M | $126.6M | $35.2M | 3 | 12 |
| Jan 2022 | $130.8M | $104.1M | $26.7M | 3 | 6 |
| Mar 2021 | $130.8M | $104.1M | $26.7M | 3 | 6 |
| Aug 2020 | $121.2M | $96.8M | $24.4M | 2 | 12 |
| May 2020 | $121.2M | $96.8M | $24.4M | 2 | 12 |
| Apr 2020 | $121.2M | $96.8M | $24.4M | 2 | 12 |
| Mar 2020 | $121.2M | $96.8M | $24.4M | 2 | 12 |
| Jul 2019 | $113.3M | $87.7M | $25.6M | 3 | 12 |
| May 2019 | $113.3M | $87.7M | $25.6M | 3 | 12 |
| Feb 2012 | $48M | $0 | $48M | 1 | 26 |
| Nov 2011 | $48M | $0 | $48M | 1 | 26 |
| Mar 2009 | $28.1M | $0 | $28.1M | 5 | -- |
DateMar 2023
Total AUM$145.7M
Discretionary$122.5M
Non-Disc.$23.2M
Employees2
Clients0
DateMar 2022
Total AUM$161.8M
Discretionary$126.6M
Non-Disc.$35.2M
Employees3
Clients12
DateJan 2022
Total AUM$130.8M
Discretionary$104.1M
Non-Disc.$26.7M
Employees3
Clients6
DateMar 2021
Total AUM$130.8M
Discretionary$104.1M
Non-Disc.$26.7M
Employees3
Clients6
DateAug 2020
Total AUM$121.2M
Discretionary$96.8M
Non-Disc.$24.4M
Employees2
Clients12
DateMay 2020
Total AUM$121.2M
Discretionary$96.8M
Non-Disc.$24.4M
Employees2
Clients12
DateApr 2020
Total AUM$121.2M
Discretionary$96.8M
Non-Disc.$24.4M
Employees2
Clients12
DateMar 2020
Total AUM$121.2M
Discretionary$96.8M
Non-Disc.$24.4M
Employees2
Clients12
DateJul 2019
Total AUM$113.3M
Discretionary$87.7M
Non-Disc.$25.6M
Employees3
Clients12
DateMay 2019
Total AUM$113.3M
Discretionary$87.7M
Non-Disc.$25.6M
Employees3
Clients12
DateFeb 2012
Total AUM$48M
Discretionary$0
Non-Disc.$48M
Employees1
Clients26
DateNov 2011
Total AUM$48M
Discretionary$0
Non-Disc.$48M
Employees1
Clients26
DateMar 2009
Total AUM$28.1M
Discretionary$0
Non-Disc.$28.1M
Employees5
Clients--