MY GROUP, LLC
Legal name: INTRUST FIDUCIARY GROUP
CRD #154355 SEC #801-77278 AUSTIN, TX (512) 354-3965
SEC Registered
Total AUM
$1.7B
Discretionary
$25.1M
Employees
5
Clients
--
Accounts
31
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2017 | $1.7B | $25.1M | $1.7B | 5 | 26 |
| Mar 2017 | $1.7B | $25.1M | $1.7B | 5 | 26 |
| Jul 2016 | $1.7B | $24M | $1.7B | 6 | 26 |
| May 2016 | $1.7B | $24M | $1.7B | 6 | 26 |
| Mar 2016 | $1.7B | $24M | $1.7B | 6 | 26 |
| Aug 2015 | $1.8B | $23M | $1.8B | 6 | 26 |
| Aug 2015 | $1.8B | $23M | $1.8B | 6 | 26 |
| Mar 2015 | $1.6B | $23M | $1.6B | 4 | 26 |
| Nov 2014 | $1.6B | $21.5M | $1.6B | 4 | 11 |
| Mar 2014 | $1.4B | $20.5M | $1.4B | 5 | 11 |
| Jan 2014 | $1.4B | $20.5M | $1.4B | 5 | 11 |
| Feb 2013 | $550M | $0 | $550M | 4 | 11 |
| Nov 2012 | $500M | $0 | $500M | 4 | 11 |
| Oct 2012 | $500M | $0 | $500M | 1 | 11 |
DateApr 2017
Total AUM$1.7B
Discretionary$25.1M
Non-Disc.$1.7B
Employees5
Clients26
DateMar 2017
Total AUM$1.7B
Discretionary$25.1M
Non-Disc.$1.7B
Employees5
Clients26
DateJul 2016
Total AUM$1.7B
Discretionary$24M
Non-Disc.$1.7B
Employees6
Clients26
DateMay 2016
Total AUM$1.7B
Discretionary$24M
Non-Disc.$1.7B
Employees6
Clients26
DateMar 2016
Total AUM$1.7B
Discretionary$24M
Non-Disc.$1.7B
Employees6
Clients26
DateAug 2015
Total AUM$1.8B
Discretionary$23M
Non-Disc.$1.8B
Employees6
Clients26
DateAug 2015
Total AUM$1.8B
Discretionary$23M
Non-Disc.$1.8B
Employees6
Clients26
DateMar 2015
Total AUM$1.6B
Discretionary$23M
Non-Disc.$1.6B
Employees4
Clients26
DateNov 2014
Total AUM$1.6B
Discretionary$21.5M
Non-Disc.$1.6B
Employees4
Clients11
DateMar 2014
Total AUM$1.4B
Discretionary$20.5M
Non-Disc.$1.4B
Employees5
Clients11
DateJan 2014
Total AUM$1.4B
Discretionary$20.5M
Non-Disc.$1.4B
Employees5
Clients11
DateFeb 2013
Total AUM$550M
Discretionary$0
Non-Disc.$550M
Employees4
Clients11
DateNov 2012
Total AUM$500M
Discretionary$0
Non-Disc.$500M
Employees4
Clients11
DateOct 2012
Total AUM$500M
Discretionary$0
Non-Disc.$500M
Employees1
Clients11