FORD FINANCIAL GROUP, LLC
Legal name: FORD FINANCIAL GROUP
CRD #284977 SEC #801-108765 FRESNO, CA 559-449-8690
SEC Registered
Total AUM
$537.1M
Discretionary
$525.4M
Employees
16
Clients
11
Accounts
2,023
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $537.1M | $525.4M | $11.7M | 16 | 3 |
| Mar 2022 | $626.7M | $610.4M | $16.3M | 17 | 2 |
| Sep 2021 | $558.9M | $542.1M | $16.7M | 15 | 1 |
| Jul 2021 | $558.9M | $542.1M | $16.7M | 15 | 1 |
| Mar 2021 | $558.9M | $542.1M | $16.7M | 15 | 1 |
| Jun 2020 | $492.3M | $476.7M | $15.6M | 16 | 23 |
| May 2020 | $492.3M | $476.7M | $15.6M | 16 | 23 |
| Mar 2020 | $492.3M | $476.7M | $15.6M | 16 | 23 |
| Jan 2020 | $426.4M | $411.1M | $15.2M | 17 | 2 |
| Jan 2020 | $426.4M | $411.1M | $15.2M | 17 | 2 |
| Dec 2019 | $426.4M | $411.1M | $15.2M | 17 | 2 |
| Apr 2019 | $426.4M | $411.1M | $15.2M | 17 | 2 |
| Mar 2019 | $426.4M | $411.1M | $15.2M | 17 | 2 |
| Sep 2018 | $337.9M | $337.9M | $0 | 13 | 0 |
| Mar 2018 | $337.9M | $337.9M | $0 | 13 | 0 |
| Aug 2017 | $266.3M | $266.3M | $0 | 7 | 0 |
| Apr 2017 | $266.3M | $266.3M | $0 | 7 | 0 |
| Jan 2017 | $0 | $0 | $0 | 7 | 0 |
| Nov 2016 | $0 | $0 | $0 | 7 | 0 |
DateMar 2023
Total AUM$537.1M
Discretionary$525.4M
Non-Disc.$11.7M
Employees16
Clients3
DateMar 2022
Total AUM$626.7M
Discretionary$610.4M
Non-Disc.$16.3M
Employees17
Clients2
DateSep 2021
Total AUM$558.9M
Discretionary$542.1M
Non-Disc.$16.7M
Employees15
Clients1
DateJul 2021
Total AUM$558.9M
Discretionary$542.1M
Non-Disc.$16.7M
Employees15
Clients1
DateMar 2021
Total AUM$558.9M
Discretionary$542.1M
Non-Disc.$16.7M
Employees15
Clients1
DateJun 2020
Total AUM$492.3M
Discretionary$476.7M
Non-Disc.$15.6M
Employees16
Clients23
DateMay 2020
Total AUM$492.3M
Discretionary$476.7M
Non-Disc.$15.6M
Employees16
Clients23
DateMar 2020
Total AUM$492.3M
Discretionary$476.7M
Non-Disc.$15.6M
Employees16
Clients23
DateJan 2020
Total AUM$426.4M
Discretionary$411.1M
Non-Disc.$15.2M
Employees17
Clients2
DateJan 2020
Total AUM$426.4M
Discretionary$411.1M
Non-Disc.$15.2M
Employees17
Clients2
DateDec 2019
Total AUM$426.4M
Discretionary$411.1M
Non-Disc.$15.2M
Employees17
Clients2
DateApr 2019
Total AUM$426.4M
Discretionary$411.1M
Non-Disc.$15.2M
Employees17
Clients2
DateMar 2019
Total AUM$426.4M
Discretionary$411.1M
Non-Disc.$15.2M
Employees17
Clients2
DateSep 2018
Total AUM$337.9M
Discretionary$337.9M
Non-Disc.$0
Employees13
Clients0
DateMar 2018
Total AUM$337.9M
Discretionary$337.9M
Non-Disc.$0
Employees13
Clients0
DateAug 2017
Total AUM$266.3M
Discretionary$266.3M
Non-Disc.$0
Employees7
Clients0
DateApr 2017
Total AUM$266.3M
Discretionary$266.3M
Non-Disc.$0
Employees7
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateNov 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0