COMMONWEALTH STRATEGIC ADVISORY LLC
Legal name: COMMONWEALTH STRATEGIC ADVISORY
CRD #170993 SEC #801-79584 NEW CANAAN, CT 203-920-1544
SEC Registered
Total AUM
$456.9M
Discretionary
$0
Employees
2
Clients
--
Accounts
32
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2018 | $456.9M | $0 | $456.9M | 2 | 0 |
| Feb 2018 | $438.2M | $0 | $438.2M | 2 | 0 |
| Jan 2018 | $438.2M | $0 | $438.2M | 2 | 0 |
| Feb 2017 | $650M | $0 | $650M | 2 | 1 |
| Feb 2016 | $500M | $350M | $150M | 2 | 1 |
| Dec 2015 | $200M | $0 | $200M | 2 | 1 |
| Nov 2015 | $200M | $0 | $200M | 2 | 1 |
| Feb 2015 | $200M | $0 | $200M | 2 | 1 |
| Oct 2014 | $150M | $150M | $0 | 2 | 0 |
| Sep 2014 | $150M | $150M | $0 | 2 | 0 |
| Aug 2014 | $175M | $175M | $0 | 2 | 0 |
| Jul 2014 | $175M | $175M | $0 | 2 | 0 |
| May 2014 | $0 | $0 | $0 | 2 | 0 |
| May 2014 | $0 | $0 | $0 | 2 | 0 |
| Apr 2014 | $0 | $0 | $0 | 2 | 0 |
| Apr 2014 | $0 | $0 | $0 | 2 | 0 |
DateMay 2018
Total AUM$456.9M
Discretionary$0
Non-Disc.$456.9M
Employees2
Clients0
DateFeb 2018
Total AUM$438.2M
Discretionary$0
Non-Disc.$438.2M
Employees2
Clients0
DateJan 2018
Total AUM$438.2M
Discretionary$0
Non-Disc.$438.2M
Employees2
Clients0
DateFeb 2017
Total AUM$650M
Discretionary$0
Non-Disc.$650M
Employees2
Clients1
DateFeb 2016
Total AUM$500M
Discretionary$350M
Non-Disc.$150M
Employees2
Clients1
DateDec 2015
Total AUM$200M
Discretionary$0
Non-Disc.$200M
Employees2
Clients1
DateNov 2015
Total AUM$200M
Discretionary$0
Non-Disc.$200M
Employees2
Clients1
DateFeb 2015
Total AUM$200M
Discretionary$0
Non-Disc.$200M
Employees2
Clients1
DateOct 2014
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees2
Clients0
DateSep 2014
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees2
Clients0
DateAug 2014
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees2
Clients0
DateJul 2014
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees2
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0