G5 FINANCIAL GROUP RIA, LLC
CRD #157344 SEC #801-72363 GREENWOOD VILLAGE, CO 303-721-0691
SEC Registered
Total AUM
$130.8M
Discretionary
$130.8M
Employees
3
Clients
0
Accounts
399
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $130.8M | $130.8M | $0 | 3 | 400 |
| Oct 2016 | $142.4M | $142.4M | $0 | 5 | 300 |
| Mar 2016 | $142.4M | $142.4M | $0 | 5 | 300 |
| Feb 2015 | $148.3M | $148.3M | $0 | 5 | 300 |
| Jan 2015 | $148.3M | $148.3M | $0 | 5 | 300 |
| Mar 2014 | $138.8M | $138.8M | $0 | 6 | 300 |
| Feb 2013 | $117M | $117M | $0 | 6 | 300 |
| Apr 2012 | $108M | $108M | $0 | 1 | 300 |
| Mar 2012 | $108M | $108M | $0 | 1 | 300 |
| Jun 2011 | $0 | $0 | $0 | 5 | -- |
| May 2011 | $0 | $0 | $0 | 5 | -- |
| May 2011 | $0 | $0 | $0 | 5 | -- |
| May 2011 | $0 | $0 | $0 | 5 | -- |
DateMar 2017
Total AUM$130.8M
Discretionary$130.8M
Non-Disc.$0
Employees3
Clients400
DateOct 2016
Total AUM$142.4M
Discretionary$142.4M
Non-Disc.$0
Employees5
Clients300
DateMar 2016
Total AUM$142.4M
Discretionary$142.4M
Non-Disc.$0
Employees5
Clients300
DateFeb 2015
Total AUM$148.3M
Discretionary$148.3M
Non-Disc.$0
Employees5
Clients300
DateJan 2015
Total AUM$148.3M
Discretionary$148.3M
Non-Disc.$0
Employees5
Clients300
DateMar 2014
Total AUM$138.8M
Discretionary$138.8M
Non-Disc.$0
Employees6
Clients300
DateFeb 2013
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees6
Clients300
DateApr 2012
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees1
Clients300
DateMar 2012
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees1
Clients300
DateJun 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--