FSW ADVISORY SERVICES INC.
CRD #148818 SEC #801-69739 DALLAS, TX 800-678-3792
SEC Registered Broker-Dealer Disclosures
Total AUM
$22.8M
Discretionary
$0
Employees
5
Clients
--
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2019 | $22.8M | $0 | $22.8M | 5 | 5 |
| Mar 2019 | $22.8M | $0 | $22.8M | 5 | 5 |
| Feb 2019 | $22.6M | $0 | $22.6M | 1 | 5 |
| Jul 2018 | $22.6M | $0 | $22.6M | 1 | 5 |
| Jul 2018 | $22.6M | $0 | $22.6M | 1 | 5 |
| Jun 2018 | $22.6M | $0 | $22.6M | 1 | 5 |
| Apr 2017 | $17M | $0 | $17M | 1 | 1 |
| Apr 2016 | $12.6M | $12.6M | $0 | 3 | 1 |
| Mar 2015 | $38.5M | $38.5M | $0 | 10 | 26 |
| Jan 2015 | $58.2M | $58.2M | $0 | 10 | 26 |
| Mar 2014 | $58.2M | $58.2M | $0 | 10 | 26 |
| Feb 2014 | $34M | $34M | $0 | 10 | 26 |
| Feb 2013 | $34M | $34M | $0 | 10 | 26 |
| Jan 2013 | $34M | $34M | $0 | 10 | 26 |
| Sep 2012 | $11.4M | $11.4M | $0 | 6 | 26 |
| Aug 2012 | $11.4M | $11.4M | $0 | 6 | 26 |
| Jul 2012 | $11.4M | $11.4M | $0 | 6 | 26 |
| Mar 2012 | $11.4M | $11.4M | $0 | 6 | 26 |
| Jun 2011 | $9.5M | $9.5M | $0 | 10 | -- |
| Mar 2011 | $9.5M | $9.5M | $0 | 10 | -- |
| Jul 2009 | $0 | $0 | $0 | 10 | -- |
| Apr 2009 | $0 | $0 | $0 | 10 | -- |
DateMay 2019
Total AUM$22.8M
Discretionary$0
Non-Disc.$22.8M
Employees5
Clients5
DateMar 2019
Total AUM$22.8M
Discretionary$0
Non-Disc.$22.8M
Employees5
Clients5
DateFeb 2019
Total AUM$22.6M
Discretionary$0
Non-Disc.$22.6M
Employees1
Clients5
DateJul 2018
Total AUM$22.6M
Discretionary$0
Non-Disc.$22.6M
Employees1
Clients5
DateJul 2018
Total AUM$22.6M
Discretionary$0
Non-Disc.$22.6M
Employees1
Clients5
DateJun 2018
Total AUM$22.6M
Discretionary$0
Non-Disc.$22.6M
Employees1
Clients5
DateApr 2017
Total AUM$17M
Discretionary$0
Non-Disc.$17M
Employees1
Clients1
DateApr 2016
Total AUM$12.6M
Discretionary$12.6M
Non-Disc.$0
Employees3
Clients1
DateMar 2015
Total AUM$38.5M
Discretionary$38.5M
Non-Disc.$0
Employees10
Clients26
DateJan 2015
Total AUM$58.2M
Discretionary$58.2M
Non-Disc.$0
Employees10
Clients26
DateMar 2014
Total AUM$58.2M
Discretionary$58.2M
Non-Disc.$0
Employees10
Clients26
DateFeb 2014
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees10
Clients26
DateFeb 2013
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees10
Clients26
DateJan 2013
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees10
Clients26
DateSep 2012
Total AUM$11.4M
Discretionary$11.4M
Non-Disc.$0
Employees6
Clients26
DateAug 2012
Total AUM$11.4M
Discretionary$11.4M
Non-Disc.$0
Employees6
Clients26
DateJul 2012
Total AUM$11.4M
Discretionary$11.4M
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$11.4M
Discretionary$11.4M
Non-Disc.$0
Employees6
Clients26
DateJun 2011
Total AUM$9.5M
Discretionary$9.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$9.5M
Discretionary$9.5M
Non-Disc.$0
Employees10
Clients--
DateJul 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--