ADVANCED GROUP FINANCIAL SERVICES, LLC
CRD #151451 SEC #801-109956 UTICA, NY 315-733-1010
SEC Registered
Total AUM
$27.7M
Discretionary
$27.7M
Employees
2
Clients
0
Accounts
148
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $27.7M | $27.7M | $0 | 2 | 0 |
| Jul 2020 | $29.6M | $29.6M | $0 | 2 | 0 |
| Jun 2020 | $29.6M | $29.6M | $0 | 2 | 0 |
| Mar 2020 | $29.6M | $29.6M | $0 | 2 | 0 |
| Feb 2019 | $25.1M | $25.1M | $0 | 2 | 159 |
| Apr 2018 | $26.9M | $26.9M | $0 | 2 | 0 |
| Sep 2017 | $32.2M | $32.2M | $0 | 2 | 100 |
| Jan 2017 | $32.2M | $32.2M | $0 | 3 | 100 |
| May 2013 | $24.8M | $24.8M | $0 | 6 | 26 |
| May 2013 | $24.8M | $24.8M | $0 | 6 | 26 |
| Apr 2013 | $24.8M | $24.8M | $0 | 6 | 26 |
| Jan 2013 | $24.8M | $24.8M | $0 | 6 | 26 |
| Jan 2013 | $24.4M | $24.4M | $0 | 5 | 26 |
| Nov 2012 | $24.4M | $24.4M | $0 | 5 | 26 |
| Oct 2012 | $24.4M | $24.4M | $0 | 1 | 26 |
| Aug 2012 | $25.3M | $25.3M | $0 | 1 | 26 |
| Feb 2012 | $25.3M | $25.3M | $0 | 1 | 26 |
| Apr 2011 | $28.5M | $28.5M | $0 | 5 | -- |
| Feb 2011 | $28.5M | $28.5M | $0 | 5 | -- |
| Mar 2010 | $25.2M | $25.2M | $0 | 5 | -- |
| Jan 2010 | $26.3M | $26.3M | $0 | 5 | -- |
DateMar 2021
Total AUM$27.7M
Discretionary$27.7M
Non-Disc.$0
Employees2
Clients0
DateJul 2020
Total AUM$29.6M
Discretionary$29.6M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$29.6M
Discretionary$29.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$29.6M
Discretionary$29.6M
Non-Disc.$0
Employees2
Clients0
DateFeb 2019
Total AUM$25.1M
Discretionary$25.1M
Non-Disc.$0
Employees2
Clients159
DateApr 2018
Total AUM$26.9M
Discretionary$26.9M
Non-Disc.$0
Employees2
Clients0
DateSep 2017
Total AUM$32.2M
Discretionary$32.2M
Non-Disc.$0
Employees2
Clients100
DateJan 2017
Total AUM$32.2M
Discretionary$32.2M
Non-Disc.$0
Employees3
Clients100
DateMay 2013
Total AUM$24.8M
Discretionary$24.8M
Non-Disc.$0
Employees6
Clients26
DateMay 2013
Total AUM$24.8M
Discretionary$24.8M
Non-Disc.$0
Employees6
Clients26
DateApr 2013
Total AUM$24.8M
Discretionary$24.8M
Non-Disc.$0
Employees6
Clients26
DateJan 2013
Total AUM$24.8M
Discretionary$24.8M
Non-Disc.$0
Employees6
Clients26
DateJan 2013
Total AUM$24.4M
Discretionary$24.4M
Non-Disc.$0
Employees5
Clients26
DateNov 2012
Total AUM$24.4M
Discretionary$24.4M
Non-Disc.$0
Employees5
Clients26
DateOct 2012
Total AUM$24.4M
Discretionary$24.4M
Non-Disc.$0
Employees1
Clients26
DateAug 2012
Total AUM$25.3M
Discretionary$25.3M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$25.3M
Discretionary$25.3M
Non-Disc.$0
Employees1
Clients26
DateApr 2011
Total AUM$28.5M
Discretionary$28.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$28.5M
Discretionary$28.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$26.3M
Discretionary$26.3M
Non-Disc.$0
Employees5
Clients--