PERSONAL FINANCIAL CONSULTANTS, INC.
CRD #26440 SEC #801-75061 LAFAYETTE, CA 888-557-3272
SEC Registered
Total AUM
$196.4M
Discretionary
$196.2M
Employees
5
Clients
101
Accounts
211
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $196.4M | $196.2M | $210.8K | 5 | 1 |
| Mar 2018 | $204.2M | $202.9M | $1.3M | 5 | 0 |
| Mar 2017 | $186.6M | $177.6M | $9M | 5 | 200 |
| Sep 2016 | $177.8M | $170.4M | $7.5M | 7 | 200 |
| Mar 2016 | $177.8M | $170.4M | $7.5M | 7 | 200 |
| Jan 2016 | $187.6M | $173.6M | $14M | 7 | 200 |
| Mar 2015 | $187.6M | $173.6M | $14M | 7 | 200 |
| Mar 2014 | $176.2M | $139.4M | $36.9M | 7 | 200 |
| Feb 2013 | $159.8M | $0 | $159.8M | 7 | 240 |
| Sep 2012 | $133M | $0 | $133M | 1 | 200 |
| Aug 2012 | $133M | $0 | $133M | 1 | 200 |
| Mar 2012 | $133M | $0 | $133M | 1 | 200 |
DateMar 2019
Total AUM$196.4M
Discretionary$196.2M
Non-Disc.$210.8K
Employees5
Clients1
DateMar 2018
Total AUM$204.2M
Discretionary$202.9M
Non-Disc.$1.3M
Employees5
Clients0
DateMar 2017
Total AUM$186.6M
Discretionary$177.6M
Non-Disc.$9M
Employees5
Clients200
DateSep 2016
Total AUM$177.8M
Discretionary$170.4M
Non-Disc.$7.5M
Employees7
Clients200
DateMar 2016
Total AUM$177.8M
Discretionary$170.4M
Non-Disc.$7.5M
Employees7
Clients200
DateJan 2016
Total AUM$187.6M
Discretionary$173.6M
Non-Disc.$14M
Employees7
Clients200
DateMar 2015
Total AUM$187.6M
Discretionary$173.6M
Non-Disc.$14M
Employees7
Clients200
DateMar 2014
Total AUM$176.2M
Discretionary$139.4M
Non-Disc.$36.9M
Employees7
Clients200
DateFeb 2013
Total AUM$159.8M
Discretionary$0
Non-Disc.$159.8M
Employees7
Clients240
DateSep 2012
Total AUM$133M
Discretionary$0
Non-Disc.$133M
Employees1
Clients200
DateAug 2012
Total AUM$133M
Discretionary$0
Non-Disc.$133M
Employees1
Clients200
DateMar 2012
Total AUM$133M
Discretionary$0
Non-Disc.$133M
Employees1
Clients200