WORTH CONSIDERING, INC.
CRD #157904 SEC #801-99347 ROCHESTER, NY 585-389-6197
SEC Registered
Total AUM
$55.1M
Discretionary
$52M
Employees
1
Clients
26
Accounts
172
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $55.1M | $52M | $3M | 1 | 6 |
| Jun 2020 | $51.9M | $49.4M | $2.5M | 1 | 6 |
| Mar 2020 | $51.9M | $49.4M | $2.5M | 1 | 6 |
| Feb 2019 | $47M | $44.9M | $2.1M | 1 | 4 |
| Sep 2018 | $41.1M | $40M | $1.1M | 1 | 12 |
| Mar 2018 | $41.1M | $40M | $1.1M | 1 | 12 |
| Feb 2017 | $35.9M | $31.9M | $4M | 1 | 26 |
| Mar 2016 | $31.2M | $28.1M | $3.1M | 1 | 26 |
| Jul 2015 | $29M | $29M | $0 | 1 | 26 |
| May 2015 | $29M | $29M | $0 | 1 | 100 |
DateMar 2021
Total AUM$55.1M
Discretionary$52M
Non-Disc.$3M
Employees1
Clients6
DateJun 2020
Total AUM$51.9M
Discretionary$49.4M
Non-Disc.$2.5M
Employees1
Clients6
DateMar 2020
Total AUM$51.9M
Discretionary$49.4M
Non-Disc.$2.5M
Employees1
Clients6
DateFeb 2019
Total AUM$47M
Discretionary$44.9M
Non-Disc.$2.1M
Employees1
Clients4
DateSep 2018
Total AUM$41.1M
Discretionary$40M
Non-Disc.$1.1M
Employees1
Clients12
DateMar 2018
Total AUM$41.1M
Discretionary$40M
Non-Disc.$1.1M
Employees1
Clients12
DateFeb 2017
Total AUM$35.9M
Discretionary$31.9M
Non-Disc.$4M
Employees1
Clients26
DateMar 2016
Total AUM$31.2M
Discretionary$28.1M
Non-Disc.$3.1M
Employees1
Clients26
DateJul 2015
Total AUM$29M
Discretionary$29M
Non-Disc.$0
Employees1
Clients26
DateMay 2015
Total AUM$29M
Discretionary$29M
Non-Disc.$0
Employees1
Clients100