MEMBERS ADVISORY GROUP, LLC
CRD #153723 SEC #801-77362 WILLIAMSVILLE, NY (716) 632-4066
SEC Registered
Total AUM
$405M
Discretionary
$402.6M
Employees
7
Clients
0
Accounts
1,401
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $405M | $402.6M | $2.4M | 7 | 0 |
| Mar 2024 | $349.3M | $347.2M | $2.1M | 6 | 0 |
| Mar 2024 | $349.3M | $347.2M | $2.1M | 6 | 0 |
| Jul 2023 | $312.6M | $310.3M | $2.3M | 6 | 0 |
| Apr 2023 | $312.6M | $310.3M | $2.3M | 6 | 0 |
| Mar 2023 | $312.6M | $310.3M | $2.3M | 6 | 0 |
| Oct 2022 | $340.3M | $336.1M | $4.2M | 6 | 0 |
| Jun 2022 | $340.3M | $336.1M | $4.2M | 6 | 0 |
| Mar 2022 | $340.3M | $336.1M | $4.2M | 6 | 0 |
| Oct 2021 | $287.7M | $283.3M | $4.4M | 6 | 0 |
| Aug 2021 | $287.7M | $283.3M | $4.4M | 6 | 0 |
| Mar 2021 | $287.7M | $283.3M | $4.4M | 6 | 0 |
| Jun 2020 | $267.2M | $262.4M | $4.9M | 5 | 0 |
| Mar 2020 | $267.2M | $262.4M | $4.9M | 5 | 0 |
| Nov 2019 | $236.6M | $232M | $4.7M | 6 | 139 |
| Aug 2019 | $236.6M | $232M | $4.7M | 6 | 139 |
| Mar 2019 | $236.6M | $232M | $4.7M | 6 | 139 |
| Mar 2018 | $229.6M | $226.1M | $3.5M | 6 | 175 |
| Apr 2017 | $208.1M | $204.5M | $3.6M | 6 | 782 |
| Mar 2017 | $208.1M | $204.5M | $3.6M | 6 | 782 |
| Mar 2016 | $185.4M | $182M | $3.4M | 6 | 755 |
| Mar 2015 | $184M | $180.4M | $3.6M | 5 | 800 |
| Mar 2014 | $148.4M | $145.3M | $3.1M | 5 | 500 |
| Feb 2014 | $148.4M | $145.3M | $3.1M | 5 | 500 |
| Jan 2014 | $122.7M | $120.1M | $2.7M | 6 | 500 |
| Mar 2013 | $122.7M | $120.1M | $2.7M | 6 | 500 |
| Nov 2012 | $80.9M | $78M | $3M | 7 | 0 |
DateMar 2025
Total AUM$405M
Discretionary$402.6M
Non-Disc.$2.4M
Employees7
Clients0
DateMar 2024
Total AUM$349.3M
Discretionary$347.2M
Non-Disc.$2.1M
Employees6
Clients0
DateMar 2024
Total AUM$349.3M
Discretionary$347.2M
Non-Disc.$2.1M
Employees6
Clients0
DateJul 2023
Total AUM$312.6M
Discretionary$310.3M
Non-Disc.$2.3M
Employees6
Clients0
DateApr 2023
Total AUM$312.6M
Discretionary$310.3M
Non-Disc.$2.3M
Employees6
Clients0
DateMar 2023
Total AUM$312.6M
Discretionary$310.3M
Non-Disc.$2.3M
Employees6
Clients0
DateOct 2022
Total AUM$340.3M
Discretionary$336.1M
Non-Disc.$4.2M
Employees6
Clients0
DateJun 2022
Total AUM$340.3M
Discretionary$336.1M
Non-Disc.$4.2M
Employees6
Clients0
DateMar 2022
Total AUM$340.3M
Discretionary$336.1M
Non-Disc.$4.2M
Employees6
Clients0
DateOct 2021
Total AUM$287.7M
Discretionary$283.3M
Non-Disc.$4.4M
Employees6
Clients0
DateAug 2021
Total AUM$287.7M
Discretionary$283.3M
Non-Disc.$4.4M
Employees6
Clients0
DateMar 2021
Total AUM$287.7M
Discretionary$283.3M
Non-Disc.$4.4M
Employees6
Clients0
DateJun 2020
Total AUM$267.2M
Discretionary$262.4M
Non-Disc.$4.9M
Employees5
Clients0
DateMar 2020
Total AUM$267.2M
Discretionary$262.4M
Non-Disc.$4.9M
Employees5
Clients0
DateNov 2019
Total AUM$236.6M
Discretionary$232M
Non-Disc.$4.7M
Employees6
Clients139
DateAug 2019
Total AUM$236.6M
Discretionary$232M
Non-Disc.$4.7M
Employees6
Clients139
DateMar 2019
Total AUM$236.6M
Discretionary$232M
Non-Disc.$4.7M
Employees6
Clients139
DateMar 2018
Total AUM$229.6M
Discretionary$226.1M
Non-Disc.$3.5M
Employees6
Clients175
DateApr 2017
Total AUM$208.1M
Discretionary$204.5M
Non-Disc.$3.6M
Employees6
Clients782
DateMar 2017
Total AUM$208.1M
Discretionary$204.5M
Non-Disc.$3.6M
Employees6
Clients782
DateMar 2016
Total AUM$185.4M
Discretionary$182M
Non-Disc.$3.4M
Employees6
Clients755
DateMar 2015
Total AUM$184M
Discretionary$180.4M
Non-Disc.$3.6M
Employees5
Clients800
DateMar 2014
Total AUM$148.4M
Discretionary$145.3M
Non-Disc.$3.1M
Employees5
Clients500
DateFeb 2014
Total AUM$148.4M
Discretionary$145.3M
Non-Disc.$3.1M
Employees5
Clients500
DateJan 2014
Total AUM$122.7M
Discretionary$120.1M
Non-Disc.$2.7M
Employees6
Clients500
DateMar 2013
Total AUM$122.7M
Discretionary$120.1M
Non-Disc.$2.7M
Employees6
Clients500
DateNov 2012
Total AUM$80.9M
Discretionary$78M
Non-Disc.$3M
Employees7
Clients0