SUSSEX FINANCIAL GROUP, INC.
Legal name: SUSSEX FINANCIAL GROUP, INC
CRD #18313 SEC #801-28827 NORTHBROOK, IL 847-498-5722
SEC Registered
Total AUM
$32.6M
Discretionary
$32.6M
Employees
1
Clients
11
Accounts
144
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $32.6M | $32.6M | $0 | 1 | 26 |
| May 2012 | $32.6M | $32.6M | $0 | 1 | 26 |
| Mar 2012 | $32.6M | $32.6M | $0 | 1 | 26 |
| Apr 2011 | $37.4M | $37.4M | $0 | 5 | -- |
| Sep 2010 | $33.7M | $33.7M | $0 | 5 | -- |
| Oct 2007 | $42.9M | $42.9M | $0 | 5 | -- |
| Oct 2007 | $42.9M | $42.9M | $0 | 5 | -- |
| Feb 2007 | $42.9M | $42.9M | $0 | 5 | -- |
| Feb 2006 | $43.3M | $43.3M | $0 | 5 | -- |
| Jan 2005 | $38.7M | $38.7M | $0 | 5 | -- |
| May 2004 | $38.7M | $38.7M | $0 | 5 | -- |
| Apr 2002 | $56.4M | $54.5M | $1.9M | 5 | -- |
DateMay 2012
Total AUM$32.6M
Discretionary$32.6M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$32.6M
Discretionary$32.6M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$32.6M
Discretionary$32.6M
Non-Disc.$0
Employees1
Clients26
DateApr 2011
Total AUM$37.4M
Discretionary$37.4M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$33.7M
Discretionary$33.7M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$42.9M
Discretionary$42.9M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$42.9M
Discretionary$42.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$42.9M
Discretionary$42.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$43.3M
Discretionary$43.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$38.7M
Discretionary$38.7M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$38.7M
Discretionary$38.7M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$56.4M
Discretionary$54.5M
Non-Disc.$1.9M
Employees5
Clients--