MITLIN FINANCIAL, INC.
CRD #158247 SEC #801-79353 HAUPPAUGE, NY 631-952-4466
SEC Registered
Total AUM
$56.8M
Discretionary
$56M
Employees
2
Clients
26
Accounts
320
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $56.8M | $56M | $711.3K | 2 | 4 |
| Mar 2020 | $56.8M | $56M | $711.3K | 2 | 4 |
| Jun 2019 | $45.4M | $45M | $399.2K | 3 | 4 |
| Mar 2019 | $45.4M | $45M | $399.2K | 3 | 4 |
| Jul 2018 | $48.5M | $47.8M | $625.1K | 2 | 0 |
| Mar 2018 | $48.5M | $47.8M | $625.1K | 2 | 0 |
| Aug 2017 | $35.9M | $35.8M | $121K | 2 | 100 |
| Mar 2017 | $35.9M | $35.8M | $121K | 2 | 100 |
| Jan 2017 | $31.5M | $31.4M | $79.9K | 3 | 100 |
| Feb 2016 | $31.5M | $31.4M | $79.9K | 3 | 100 |
| Mar 2015 | $39.1M | $34.6M | $4.5M | 2 | 100 |
| Mar 2014 | $36M | $30.1M | $5.9M | 1 | 100 |
DateJun 2020
Total AUM$56.8M
Discretionary$56M
Non-Disc.$711.3K
Employees2
Clients4
DateMar 2020
Total AUM$56.8M
Discretionary$56M
Non-Disc.$711.3K
Employees2
Clients4
DateJun 2019
Total AUM$45.4M
Discretionary$45M
Non-Disc.$399.2K
Employees3
Clients4
DateMar 2019
Total AUM$45.4M
Discretionary$45M
Non-Disc.$399.2K
Employees3
Clients4
DateJul 2018
Total AUM$48.5M
Discretionary$47.8M
Non-Disc.$625.1K
Employees2
Clients0
DateMar 2018
Total AUM$48.5M
Discretionary$47.8M
Non-Disc.$625.1K
Employees2
Clients0
DateAug 2017
Total AUM$35.9M
Discretionary$35.8M
Non-Disc.$121K
Employees2
Clients100
DateMar 2017
Total AUM$35.9M
Discretionary$35.8M
Non-Disc.$121K
Employees2
Clients100
DateJan 2017
Total AUM$31.5M
Discretionary$31.4M
Non-Disc.$79.9K
Employees3
Clients100
DateFeb 2016
Total AUM$31.5M
Discretionary$31.4M
Non-Disc.$79.9K
Employees3
Clients100
DateMar 2015
Total AUM$39.1M
Discretionary$34.6M
Non-Disc.$4.5M
Employees2
Clients100
DateMar 2014
Total AUM$36M
Discretionary$30.1M
Non-Disc.$5.9M
Employees1
Clients100