KERSHNER STRATEGIC OPPORTUNITY ADVISORS, LLC
CRD #309646 SEC #801-119281 AUSTIN, TX (512) 439-8172
SEC Registered
Total AUM
$168.1M
Discretionary
$0
Employees
10
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $168.1M | $0 | $168.1M | 10 | 1 |
| Mar 2022 | $94M | $94M | $0 | 7 | 1 |
| Mar 2021 | $151.7M | $151.7M | $0 | 8 | 1 |
| Jul 2020 | $153M | $153M | $0 | 8 | 2 |
DateMar 2023
Total AUM$168.1M
Discretionary$0
Non-Disc.$168.1M
Employees10
Clients1
DateMar 2022
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees7
Clients1
DateMar 2021
Total AUM$151.7M
Discretionary$151.7M
Non-Disc.$0
Employees8
Clients1
DateJul 2020
Total AUM$153M
Discretionary$153M
Non-Disc.$0
Employees8
Clients2