PIERSHALE FINANCIAL GROUP, INC.
CRD #156862 SEC #801-72209 BARRINGTON, IL 8477138070
SEC Registered
Total AUM
$264.1M
Discretionary
$242.5M
Employees
8
Clients
251
Accounts
1,412
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2023 | $264.1M | $242.5M | $21.6M | 8 | 0 |
| Feb 2022 | $295.9M | $274.1M | $21.8M | 8 | 0 |
| Feb 2022 | $295.9M | $274.1M | $21.8M | 8 | 0 |
| Feb 2021 | $247.4M | $226.3M | $21.1M | 7 | 0 |
| Jun 2020 | $215.6M | $196M | $19.6M | 7 | 0 |
| Mar 2020 | $215.6M | $196M | $19.6M | 7 | 0 |
| Apr 2019 | $227.4M | $202.7M | $24.7M | 7 | 0 |
| Feb 2019 | $227.4M | $202.7M | $24.7M | 7 | 0 |
| Aug 2018 | $251.4M | $195.7M | $55.7M | 7 | 1 |
| Mar 2018 | $251.4M | $195.7M | $55.7M | 7 | 1 |
| Mar 2017 | $217.1M | $162.5M | $54.6M | 7 | 400 |
| Jan 2017 | $222.5M | $166.5M | $56M | 7 | 400 |
| Aug 2016 | $222.5M | $166.5M | $56M | 7 | 400 |
| May 2016 | $222.5M | $166.5M | $56M | 7 | 400 |
| May 2016 | $212.4M | $168M | $44.5M | 7 | 400 |
| Mar 2016 | $212.4M | $168M | $44.5M | 7 | 400 |
| Jul 2015 | $209.5M | $163.6M | $45.9M | 8 | 400 |
| Jun 2015 | $209.5M | $163.6M | $45.9M | 8 | 400 |
| Mar 2015 | $209.5M | $163.6M | $45.9M | 8 | 400 |
| Feb 2014 | $137.7M | $137.7M | $0 | 8 | 390 |
| Jan 2014 | $131.3M | $131.3M | $0 | 8 | 400 |
| Aug 2013 | $131.3M | $131.3M | $0 | 8 | 400 |
| Mar 2013 | $131.3M | $131.3M | $0 | 8 | 400 |
| Mar 2012 | $129.3M | $129.3M | $0 | 1 | 400 |
| Jul 2011 | $162M | $160M | $2M | 5 | -- |
| Jun 2011 | $162M | $160M | $2M | 5 | -- |
| Apr 2011 | $162M | $160M | $2M | 5 | -- |
| Apr 2011 | $0 | $0 | $0 | 5 | -- |
| Mar 2011 | $0 | $0 | $0 | 5 | -- |
DateJan 2023
Total AUM$264.1M
Discretionary$242.5M
Non-Disc.$21.6M
Employees8
Clients0
DateFeb 2022
Total AUM$295.9M
Discretionary$274.1M
Non-Disc.$21.8M
Employees8
Clients0
DateFeb 2022
Total AUM$295.9M
Discretionary$274.1M
Non-Disc.$21.8M
Employees8
Clients0
DateFeb 2021
Total AUM$247.4M
Discretionary$226.3M
Non-Disc.$21.1M
Employees7
Clients0
DateJun 2020
Total AUM$215.6M
Discretionary$196M
Non-Disc.$19.6M
Employees7
Clients0
DateMar 2020
Total AUM$215.6M
Discretionary$196M
Non-Disc.$19.6M
Employees7
Clients0
DateApr 2019
Total AUM$227.4M
Discretionary$202.7M
Non-Disc.$24.7M
Employees7
Clients0
DateFeb 2019
Total AUM$227.4M
Discretionary$202.7M
Non-Disc.$24.7M
Employees7
Clients0
DateAug 2018
Total AUM$251.4M
Discretionary$195.7M
Non-Disc.$55.7M
Employees7
Clients1
DateMar 2018
Total AUM$251.4M
Discretionary$195.7M
Non-Disc.$55.7M
Employees7
Clients1
DateMar 2017
Total AUM$217.1M
Discretionary$162.5M
Non-Disc.$54.6M
Employees7
Clients400
DateJan 2017
Total AUM$222.5M
Discretionary$166.5M
Non-Disc.$56M
Employees7
Clients400
DateAug 2016
Total AUM$222.5M
Discretionary$166.5M
Non-Disc.$56M
Employees7
Clients400
DateMay 2016
Total AUM$222.5M
Discretionary$166.5M
Non-Disc.$56M
Employees7
Clients400
DateMay 2016
Total AUM$212.4M
Discretionary$168M
Non-Disc.$44.5M
Employees7
Clients400
DateMar 2016
Total AUM$212.4M
Discretionary$168M
Non-Disc.$44.5M
Employees7
Clients400
DateJul 2015
Total AUM$209.5M
Discretionary$163.6M
Non-Disc.$45.9M
Employees8
Clients400
DateJun 2015
Total AUM$209.5M
Discretionary$163.6M
Non-Disc.$45.9M
Employees8
Clients400
DateMar 2015
Total AUM$209.5M
Discretionary$163.6M
Non-Disc.$45.9M
Employees8
Clients400
DateFeb 2014
Total AUM$137.7M
Discretionary$137.7M
Non-Disc.$0
Employees8
Clients390
DateJan 2014
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees8
Clients400
DateAug 2013
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees8
Clients400
DateMar 2013
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees8
Clients400
DateMar 2012
Total AUM$129.3M
Discretionary$129.3M
Non-Disc.$0
Employees1
Clients400
DateJul 2011
Total AUM$162M
Discretionary$160M
Non-Disc.$2M
Employees5
Clients--
DateJun 2011
Total AUM$162M
Discretionary$160M
Non-Disc.$2M
Employees5
Clients--
DateApr 2011
Total AUM$162M
Discretionary$160M
Non-Disc.$2M
Employees5
Clients--
DateApr 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--