DMS ADVISORS, INC.
CRD #159062 SEC #801-73031 POTTSTOWN, PA 484-336-5233
SEC Registered
Total AUM
$11M
Discretionary
$0
Employees
2
Clients
11
Accounts
25
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2017 | $11M | $0 | $11M | 2 | 11 |
| Dec 2016 | $11M | $0 | $11M | 2 | 11 |
| Feb 2016 | $11M | $0 | $11M | 5 | 26 |
| Feb 2016 | $8M | $0 | $8M | 5 | 26 |
| Jul 2015 | $1.7M | $1.7M | $0 | 5 | 1 |
| Jul 2015 | $1.7M | $1.7M | $0 | 5 | 1 |
| Apr 2015 | $1.7M | $1.7M | $0 | 5 | 1 |
| Mar 2015 | $1.7M | $1.7M | $0 | 5 | 1 |
| Mar 2014 | $1M | $1M | $0 | 5 | 1 |
| Apr 2013 | $5M | $5M | $0 | 5 | 1 |
| Apr 2012 | $100K | $100K | $0 | -- | 0 |
| Jan 2012 | $0 | $0 | $0 | -- | 0 |
DateFeb 2017
Total AUM$11M
Discretionary$0
Non-Disc.$11M
Employees2
Clients11
DateDec 2016
Total AUM$11M
Discretionary$0
Non-Disc.$11M
Employees2
Clients11
DateFeb 2016
Total AUM$11M
Discretionary$0
Non-Disc.$11M
Employees5
Clients26
DateFeb 2016
Total AUM$8M
Discretionary$0
Non-Disc.$8M
Employees5
Clients26
DateJul 2015
Total AUM$1.7M
Discretionary$1.7M
Non-Disc.$0
Employees5
Clients1
DateJul 2015
Total AUM$1.7M
Discretionary$1.7M
Non-Disc.$0
Employees5
Clients1
DateApr 2015
Total AUM$1.7M
Discretionary$1.7M
Non-Disc.$0
Employees5
Clients1
DateMar 2015
Total AUM$1.7M
Discretionary$1.7M
Non-Disc.$0
Employees5
Clients1
DateMar 2014
Total AUM$1M
Discretionary$1M
Non-Disc.$0
Employees5
Clients1
DateApr 2013
Total AUM$5M
Discretionary$5M
Non-Disc.$0
Employees5
Clients1
DateApr 2012
Total AUM$100K
Discretionary$100K
Non-Disc.$0
Employees--
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0