CUDLIPP ADVISOR SERVICES, LLC
CRD #173671 SEC #801-80685 PITTSFORD, NY 585-383-6555
SEC Registered
Total AUM
$54.6M
Discretionary
$54.6M
Employees
2
Clients
0
Accounts
398
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2018 | $54.6M | $54.6M | $0 | 2 | 0 |
| Feb 2018 | $54.6M | $54.6M | $0 | 2 | 0 |
| Jan 2018 | $54.6M | $54.6M | $0 | 1 | 0 |
| Sep 2017 | $45.3M | $45.3M | $0 | 4 | 423 |
| Mar 2017 | $45.3M | $45.3M | $0 | 4 | 423 |
| Sep 2016 | $40.4M | $40.4M | $0 | 3 | 401 |
| Apr 2016 | $40.4M | $40.4M | $0 | 3 | 401 |
| Mar 2016 | $40.4M | $40.4M | $0 | 4 | 401 |
| Feb 2016 | $40.5M | $40.5M | $0 | 4 | 500 |
| May 2015 | $40.5M | $40.5M | $0 | 4 | 500 |
| May 2015 | $40.5M | $40.5M | $0 | 4 | 500 |
| Nov 2014 | $0 | $0 | $0 | 4 | 0 |
DateFeb 2018
Total AUM$54.6M
Discretionary$54.6M
Non-Disc.$0
Employees2
Clients0
DateFeb 2018
Total AUM$54.6M
Discretionary$54.6M
Non-Disc.$0
Employees2
Clients0
DateJan 2018
Total AUM$54.6M
Discretionary$54.6M
Non-Disc.$0
Employees1
Clients0
DateSep 2017
Total AUM$45.3M
Discretionary$45.3M
Non-Disc.$0
Employees4
Clients423
DateMar 2017
Total AUM$45.3M
Discretionary$45.3M
Non-Disc.$0
Employees4
Clients423
DateSep 2016
Total AUM$40.4M
Discretionary$40.4M
Non-Disc.$0
Employees3
Clients401
DateApr 2016
Total AUM$40.4M
Discretionary$40.4M
Non-Disc.$0
Employees3
Clients401
DateMar 2016
Total AUM$40.4M
Discretionary$40.4M
Non-Disc.$0
Employees4
Clients401
DateFeb 2016
Total AUM$40.5M
Discretionary$40.5M
Non-Disc.$0
Employees4
Clients500
DateMay 2015
Total AUM$40.5M
Discretionary$40.5M
Non-Disc.$0
Employees4
Clients500
DateMay 2015
Total AUM$40.5M
Discretionary$40.5M
Non-Disc.$0
Employees4
Clients500
DateNov 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0