WALL STREET FINANCIAL GROUP, INC.
Legal name: WALL STREET FINANCIAL GROUP, INC
CRD #35830 SEC #801-58292 VICTOR, NY 585-433-9124
SEC Registered Broker-Dealer
Total AUM
$448.3M
Discretionary
$405M
Employees
52
Clients
11
Accounts
2,408
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2016 | $448.3M | $405M | $43.3M | 52 | 2,400 |
| Jun 2016 | $448.3M | $405M | $43.3M | 52 | 2,400 |
| May 2016 | $432M | $381.2M | $50.8M | 56 | 2,100 |
| Jun 2015 | $432M | $381.2M | $50.8M | 56 | 2,100 |
| Jul 2014 | $453.8M | $338.7M | $115.1M | 60 | 3,500 |
| May 2014 | $453.8M | $338.7M | $115.1M | 60 | 3,500 |
| Jan 2014 | $614.7M | $614.7M | $0 | 74 | 2,700 |
| Nov 2013 | $614.7M | $614.7M | $0 | 74 | 2,700 |
| Nov 2013 | $614.7M | $614.7M | $0 | 74 | 2,700 |
| Nov 2013 | $614.7M | $614.7M | $0 | 74 | 2,700 |
| Jun 2013 | $603.1M | $603.1M | $0 | 74 | 2,700 |
| Feb 2013 | $578.7M | $578.7M | $0 | 77 | 2,800 |
| Jun 2012 | $578.7M | $578.7M | $0 | 51 | 2,800 |
| Mar 2012 | $525.3M | $525.3M | $0 | 51 | 2,500 |
| Jun 2011 | $492.2M | $492.2M | $0 | 51 | -- |
| Jun 2010 | $301.6M | $301.6M | $0 | 51 | -- |
| Sep 2008 | $86.2M | $86.2M | $0 | 51 | -- |
| Mar 2008 | $98.6M | $10.9M | $87.8M | 51 | -- |
| Aug 2007 | $98.6M | $10.9M | $87.8M | 51 | -- |
| Mar 2007 | $107M | $0 | $107M | 51 | -- |
| Dec 2006 | $107M | $0 | $107M | 51 | -- |
| Oct 2005 | $42.8M | $0 | $42.8M | 51 | -- |
| Jun 2005 | $42.8M | $0 | $42.8M | 51 | -- |
| May 2005 | $74.2M | $47.8M | $26.4M | 51 | -- |
| Feb 2005 | $74.2M | $47.8M | $26.4M | 51 | -- |
| Jan 2005 | $74.2M | $47.8M | $26.4M | -- | -- |
| Jan 2005 | $74.2M | $47.8M | $26.4M | -- | -- |
| Jan 2005 | $74.2M | $47.8M | $26.4M | -- | -- |
| Jan 2005 | $74.2M | $47.8M | $26.4M | -- | -- |
| Jan 2005 | $74.2M | $47.8M | $26.4M | -- | -- |
| Aug 2004 | $74.2M | $47.8M | $26.4M | -- | -- |
| Jul 2004 | $74.2M | $47.8M | $26.4M | -- | -- |
| Jun 2004 | $74.2M | $47.8M | $26.4M | -- | -- |
| May 2004 | $74.2M | $47.8M | $26.4M | -- | -- |
| Oct 2001 | $27.3M | $27.3M | $0 | -- | -- |
| Aug 2001 | $27.3M | $27.3M | $0 | -- | -- |
| Aug 2001 | $27.3M | $27.3M | $0 | -- | -- |
| Jun 2001 | $27.3M | $27.3M | $0 | -- | -- |
| May 2001 | $27.3M | $27.3M | $0 | -- | -- |
DateNov 2016
Total AUM$448.3M
Discretionary$405M
Non-Disc.$43.3M
Employees52
Clients2,400
DateJun 2016
Total AUM$448.3M
Discretionary$405M
Non-Disc.$43.3M
Employees52
Clients2,400
DateMay 2016
Total AUM$432M
Discretionary$381.2M
Non-Disc.$50.8M
Employees56
Clients2,100
DateJun 2015
Total AUM$432M
Discretionary$381.2M
Non-Disc.$50.8M
Employees56
Clients2,100
DateJul 2014
Total AUM$453.8M
Discretionary$338.7M
Non-Disc.$115.1M
Employees60
Clients3,500
DateMay 2014
Total AUM$453.8M
Discretionary$338.7M
Non-Disc.$115.1M
Employees60
Clients3,500
DateJan 2014
Total AUM$614.7M
Discretionary$614.7M
Non-Disc.$0
Employees74
Clients2,700
DateNov 2013
Total AUM$614.7M
Discretionary$614.7M
Non-Disc.$0
Employees74
Clients2,700
DateNov 2013
Total AUM$614.7M
Discretionary$614.7M
Non-Disc.$0
Employees74
Clients2,700
DateNov 2013
Total AUM$614.7M
Discretionary$614.7M
Non-Disc.$0
Employees74
Clients2,700
DateJun 2013
Total AUM$603.1M
Discretionary$603.1M
Non-Disc.$0
Employees74
Clients2,700
DateFeb 2013
Total AUM$578.7M
Discretionary$578.7M
Non-Disc.$0
Employees77
Clients2,800
DateJun 2012
Total AUM$578.7M
Discretionary$578.7M
Non-Disc.$0
Employees51
Clients2,800
DateMar 2012
Total AUM$525.3M
Discretionary$525.3M
Non-Disc.$0
Employees51
Clients2,500
DateJun 2011
Total AUM$492.2M
Discretionary$492.2M
Non-Disc.$0
Employees51
Clients--
DateJun 2010
Total AUM$301.6M
Discretionary$301.6M
Non-Disc.$0
Employees51
Clients--
DateSep 2008
Total AUM$86.2M
Discretionary$86.2M
Non-Disc.$0
Employees51
Clients--
DateMar 2008
Total AUM$98.6M
Discretionary$10.9M
Non-Disc.$87.8M
Employees51
Clients--
DateAug 2007
Total AUM$98.6M
Discretionary$10.9M
Non-Disc.$87.8M
Employees51
Clients--
DateMar 2007
Total AUM$107M
Discretionary$0
Non-Disc.$107M
Employees51
Clients--
DateDec 2006
Total AUM$107M
Discretionary$0
Non-Disc.$107M
Employees51
Clients--
DateOct 2005
Total AUM$42.8M
Discretionary$0
Non-Disc.$42.8M
Employees51
Clients--
DateJun 2005
Total AUM$42.8M
Discretionary$0
Non-Disc.$42.8M
Employees51
Clients--
DateMay 2005
Total AUM$74.2M
Discretionary$47.8M
Non-Disc.$26.4M
Employees51
Clients--
DateFeb 2005
Total AUM$74.2M
Discretionary$47.8M
Non-Disc.$26.4M
Employees51
Clients--
DateJan 2005
Total AUM$74.2M
Discretionary$47.8M
Non-Disc.$26.4M
Employees--
Clients--
DateJan 2005
Total AUM$74.2M
Discretionary$47.8M
Non-Disc.$26.4M
Employees--
Clients--
DateJan 2005
Total AUM$74.2M
Discretionary$47.8M
Non-Disc.$26.4M
Employees--
Clients--
DateJan 2005
Total AUM$74.2M
Discretionary$47.8M
Non-Disc.$26.4M
Employees--
Clients--
DateJan 2005
Total AUM$74.2M
Discretionary$47.8M
Non-Disc.$26.4M
Employees--
Clients--
DateAug 2004
Total AUM$74.2M
Discretionary$47.8M
Non-Disc.$26.4M
Employees--
Clients--
DateJul 2004
Total AUM$74.2M
Discretionary$47.8M
Non-Disc.$26.4M
Employees--
Clients--
DateJun 2004
Total AUM$74.2M
Discretionary$47.8M
Non-Disc.$26.4M
Employees--
Clients--
DateMay 2004
Total AUM$74.2M
Discretionary$47.8M
Non-Disc.$26.4M
Employees--
Clients--
DateOct 2001
Total AUM$27.3M
Discretionary$27.3M
Non-Disc.$0
Employees--
Clients--
DateAug 2001
Total AUM$27.3M
Discretionary$27.3M
Non-Disc.$0
Employees--
Clients--
DateAug 2001
Total AUM$27.3M
Discretionary$27.3M
Non-Disc.$0
Employees--
Clients--
DateJun 2001
Total AUM$27.3M
Discretionary$27.3M
Non-Disc.$0
Employees--
Clients--
DateMay 2001
Total AUM$27.3M
Discretionary$27.3M
Non-Disc.$0
Employees--
Clients--