LA FERLA GROUP LLC
CRD #174993 SEC #801-92167 GARDEN CITY, NY 877-257-9040
SEC Registered
Total AUM
$275.6M
Discretionary
$258.2M
Employees
8
Clients
1
Accounts
840
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2023 | $275.6M | $258.2M | $17.5M | 8 | 0 |
| Jun 2023 | $275.6M | $258.2M | $17.5M | 8 | 0 |
| Mar 2023 | $275.6M | $258.2M | $17.5M | 8 | 0 |
| Mar 2022 | $327.3M | $238.5M | $88.8M | 8 | 0 |
| Jun 2021 | $296.5M | $206.4M | $90.1M | 7 | 0 |
| Mar 2021 | $296.5M | $206.4M | $90.1M | 7 | 0 |
| Aug 2020 | $248.5M | $178.8M | $69.7M | 7 | 0 |
| Jun 2020 | $248.5M | $178.8M | $69.7M | 7 | 0 |
| Mar 2020 | $248.5M | $178.8M | $69.7M | 7 | 0 |
| Nov 2019 | $207M | $163.9M | $43.1M | 6 | 0 |
| Nov 2019 | $207M | $163.9M | $43.1M | 6 | 0 |
| Mar 2019 | $207M | $163.9M | $43.1M | 6 | 0 |
| Mar 2018 | $221.9M | $178.9M | $43M | 5 | 362 |
| Mar 2017 | $195M | $155M | $40.1M | 6 | 400 |
| Nov 2016 | $185.5M | $173.3M | $12.2M | 4 | 300 |
| Jun 2016 | $185.5M | $173.3M | $12.2M | 4 | 300 |
| Apr 2016 | $185.5M | $173.3M | $12.2M | 4 | 300 |
| Mar 2016 | $185.5M | $173.3M | $12.2M | 4 | 300 |
| Jan 2016 | $193M | $182M | $11M | 4 | 300 |
| Nov 2015 | $193M | $182M | $11M | 4 | 300 |
| Sep 2015 | $193M | $182M | $11M | 4 | 300 |
| Aug 2015 | $193M | $182M | $11M | 4 | 300 |
| May 2015 | $0 | $0 | $0 | 4 | 0 |
| May 2015 | $0 | $0 | $0 | 4 | 0 |
| Apr 2015 | $0 | $0 | $0 | 1 | 0 |
DateAug 2023
Total AUM$275.6M
Discretionary$258.2M
Non-Disc.$17.5M
Employees8
Clients0
DateJun 2023
Total AUM$275.6M
Discretionary$258.2M
Non-Disc.$17.5M
Employees8
Clients0
DateMar 2023
Total AUM$275.6M
Discretionary$258.2M
Non-Disc.$17.5M
Employees8
Clients0
DateMar 2022
Total AUM$327.3M
Discretionary$238.5M
Non-Disc.$88.8M
Employees8
Clients0
DateJun 2021
Total AUM$296.5M
Discretionary$206.4M
Non-Disc.$90.1M
Employees7
Clients0
DateMar 2021
Total AUM$296.5M
Discretionary$206.4M
Non-Disc.$90.1M
Employees7
Clients0
DateAug 2020
Total AUM$248.5M
Discretionary$178.8M
Non-Disc.$69.7M
Employees7
Clients0
DateJun 2020
Total AUM$248.5M
Discretionary$178.8M
Non-Disc.$69.7M
Employees7
Clients0
DateMar 2020
Total AUM$248.5M
Discretionary$178.8M
Non-Disc.$69.7M
Employees7
Clients0
DateNov 2019
Total AUM$207M
Discretionary$163.9M
Non-Disc.$43.1M
Employees6
Clients0
DateNov 2019
Total AUM$207M
Discretionary$163.9M
Non-Disc.$43.1M
Employees6
Clients0
DateMar 2019
Total AUM$207M
Discretionary$163.9M
Non-Disc.$43.1M
Employees6
Clients0
DateMar 2018
Total AUM$221.9M
Discretionary$178.9M
Non-Disc.$43M
Employees5
Clients362
DateMar 2017
Total AUM$195M
Discretionary$155M
Non-Disc.$40.1M
Employees6
Clients400
DateNov 2016
Total AUM$185.5M
Discretionary$173.3M
Non-Disc.$12.2M
Employees4
Clients300
DateJun 2016
Total AUM$185.5M
Discretionary$173.3M
Non-Disc.$12.2M
Employees4
Clients300
DateApr 2016
Total AUM$185.5M
Discretionary$173.3M
Non-Disc.$12.2M
Employees4
Clients300
DateMar 2016
Total AUM$185.5M
Discretionary$173.3M
Non-Disc.$12.2M
Employees4
Clients300
DateJan 2016
Total AUM$193M
Discretionary$182M
Non-Disc.$11M
Employees4
Clients300
DateNov 2015
Total AUM$193M
Discretionary$182M
Non-Disc.$11M
Employees4
Clients300
DateSep 2015
Total AUM$193M
Discretionary$182M
Non-Disc.$11M
Employees4
Clients300
DateAug 2015
Total AUM$193M
Discretionary$182M
Non-Disc.$11M
Employees4
Clients300
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0