FINANCIAL SERVICES INTERNATIONAL CORP.
Legal name: FSIC
CRD #37813 SEC #801-64354 BOCA RATON, FL 561-981-1000
SEC Registered Broker-Dealer
Total AUM
$204.3M
Discretionary
$44.9M
Employees
35
Clients
101
Accounts
1,011
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2020 | $204.3M | $44.9M | $159.5M | 35 | 1,000 |
| Jun 2020 | $204.3M | $44.9M | $159.5M | 35 | 1,000 |
| Sep 2019 | $204.3M | $44.9M | $159.5M | 35 | 1,000 |
| Aug 2018 | $189.9M | $37.9M | $152.1M | 35 | 900 |
| Mar 2018 | $508.2M | $71.5M | $436.7M | 35 | 1,900 |
| Mar 2018 | $508.2M | $71.5M | $436.7M | 35 | 1,900 |
| Dec 2017 | $508.2M | $71.5M | $436.7M | 35 | 1,900 |
| Oct 2017 | $508.2M | $71.5M | $436.7M | 35 | 1,900 |
| Sep 2017 | $508.2M | $71.5M | $436.7M | 35 | 2,000 |
| Sep 2017 | $508.2M | $71.5M | $436.7M | 35 | 2,000 |
| Sep 2017 | $508.2M | $71.5M | $436.7M | 35 | 2,000 |
| Sep 2017 | $508.2M | $71.5M | $436.7M | 35 | 2,000 |
| Sep 2017 | $497.3M | $61M | $436.2M | 31 | 1,900 |
| Aug 2017 | $497.3M | $61M | $436.2M | 31 | 1,900 |
| Jul 2017 | $497.3M | $61M | $436.2M | 31 | 1,900 |
| Jul 2017 | $497.3M | $61M | $436.2M | 31 | 1,900 |
| Jun 2017 | $497.3M | $61M | $436.2M | 31 | 1,900 |
| Jun 2017 | $497.3M | $61M | $436.2M | 31 | 1,900 |
| Jun 2017 | $497.3M | $61M | $436.2M | 31 | 1,900 |
| May 2017 | $497.3M | $61M | $436.2M | 31 | 1,900 |
| Sep 2016 | $497.3M | $61M | $436.2M | 31 | 1,900 |
| Sep 2016 | $286.3M | $31.1M | $255.3M | 35 | 1,700 |
| Jul 2016 | $286.3M | $31.1M | $255.3M | 30 | 1,700 |
| Apr 2016 | $286.3M | $31.1M | $255.3M | 30 | 1,700 |
| Feb 2016 | $286.3M | $31.1M | $255.3M | 30 | 1,700 |
| Feb 2016 | $286.3M | $31.1M | $255.3M | 30 | 1,700 |
| Dec 2015 | $286.3M | $31.1M | $255.3M | 30 | 1,700 |
| Sep 2015 | $286.3M | $31.1M | $255.3M | 30 | 1,700 |
| Aug 2015 | $292.5M | $46.3M | $246.2M | 34 | 1,900 |
| Mar 2015 | $292.5M | $46.3M | $246.2M | 34 | 1,900 |
| Sep 2014 | $292.5M | $46.3M | $246.2M | 34 | 1,900 |
| Aug 2014 | $283.9M | $44.3M | $239.6M | 34 | 1,900 |
| May 2014 | $290.2M | $46.6M | $243.5M | 3 | 2,826 |
| Mar 2014 | $290.2M | $46.6M | $243.5M | 3 | 2,826 |
| Aug 2013 | $290.2M | $46.6M | $243.5M | 3 | 2,826 |
| Jun 2013 | $261.1M | $32.9M | $228.2M | 3 | 3,300 |
| Apr 2013 | $261.1M | $32.9M | $228.2M | 3 | 3,300 |
| Sep 2012 | $261.1M | $32.9M | $228.2M | 11 | 3,300 |
| Sep 2012 | $261.1M | $32.9M | $228.2M | 11 | 3,300 |
| Aug 2012 | $261.1M | $32.9M | $228.2M | 11 | 3,300 |
| Aug 2012 | $260.7M | $27.3M | $233.3M | 11 | 1,500 |
| May 2012 | $260.7M | $27.3M | $233.3M | 11 | 1,500 |
| Jan 2012 | $260.7M | $27.3M | $233.3M | 11 | 1,500 |
| Dec 2011 | $260.7M | $27.3M | $233.3M | 11 | 1,500 |
| Nov 2011 | $260.7M | $27.3M | $233.3M | 11 | 1,500 |
| Nov 2011 | $260.7M | $27.3M | $233.3M | 11 | 1,500 |
| Jun 2011 | $205M | $8.7M | $196.3M | -- | -- |
| Dec 2010 | $205M | $8.7M | $196.3M | -- | -- |
| Dec 2010 | $205M | $8.7M | $196.3M | -- | -- |
| Aug 2010 | $205M | $8.7M | $196.3M | -- | -- |
| Sep 2008 | $78.6M | $7.7M | $70.8M | -- | -- |
| Nov 2007 | $165.4M | $9M | $156.4M | -- | -- |
| Aug 2007 | $165.4M | $9M | $156.4M | -- | -- |
| Dec 2006 | $115.2M | $0 | $115.2M | -- | -- |
| Nov 2005 | $29.6M | $0 | $29.6M | -- | -- |
| May 2005 | $29.5M | $0 | $29.5M | -- | -- |
DateOct 2020
Total AUM$204.3M
Discretionary$44.9M
Non-Disc.$159.5M
Employees35
Clients1,000
DateJun 2020
Total AUM$204.3M
Discretionary$44.9M
Non-Disc.$159.5M
Employees35
Clients1,000
DateSep 2019
Total AUM$204.3M
Discretionary$44.9M
Non-Disc.$159.5M
Employees35
Clients1,000
DateAug 2018
Total AUM$189.9M
Discretionary$37.9M
Non-Disc.$152.1M
Employees35
Clients900
DateMar 2018
Total AUM$508.2M
Discretionary$71.5M
Non-Disc.$436.7M
Employees35
Clients1,900
DateMar 2018
Total AUM$508.2M
Discretionary$71.5M
Non-Disc.$436.7M
Employees35
Clients1,900
DateDec 2017
Total AUM$508.2M
Discretionary$71.5M
Non-Disc.$436.7M
Employees35
Clients1,900
DateOct 2017
Total AUM$508.2M
Discretionary$71.5M
Non-Disc.$436.7M
Employees35
Clients1,900
DateSep 2017
Total AUM$508.2M
Discretionary$71.5M
Non-Disc.$436.7M
Employees35
Clients2,000
DateSep 2017
Total AUM$508.2M
Discretionary$71.5M
Non-Disc.$436.7M
Employees35
Clients2,000
DateSep 2017
Total AUM$508.2M
Discretionary$71.5M
Non-Disc.$436.7M
Employees35
Clients2,000
DateSep 2017
Total AUM$508.2M
Discretionary$71.5M
Non-Disc.$436.7M
Employees35
Clients2,000
DateSep 2017
Total AUM$497.3M
Discretionary$61M
Non-Disc.$436.2M
Employees31
Clients1,900
DateAug 2017
Total AUM$497.3M
Discretionary$61M
Non-Disc.$436.2M
Employees31
Clients1,900
DateJul 2017
Total AUM$497.3M
Discretionary$61M
Non-Disc.$436.2M
Employees31
Clients1,900
DateJul 2017
Total AUM$497.3M
Discretionary$61M
Non-Disc.$436.2M
Employees31
Clients1,900
DateJun 2017
Total AUM$497.3M
Discretionary$61M
Non-Disc.$436.2M
Employees31
Clients1,900
DateJun 2017
Total AUM$497.3M
Discretionary$61M
Non-Disc.$436.2M
Employees31
Clients1,900
DateJun 2017
Total AUM$497.3M
Discretionary$61M
Non-Disc.$436.2M
Employees31
Clients1,900
DateMay 2017
Total AUM$497.3M
Discretionary$61M
Non-Disc.$436.2M
Employees31
Clients1,900
DateSep 2016
Total AUM$497.3M
Discretionary$61M
Non-Disc.$436.2M
Employees31
Clients1,900
DateSep 2016
Total AUM$286.3M
Discretionary$31.1M
Non-Disc.$255.3M
Employees35
Clients1,700
DateJul 2016
Total AUM$286.3M
Discretionary$31.1M
Non-Disc.$255.3M
Employees30
Clients1,700
DateApr 2016
Total AUM$286.3M
Discretionary$31.1M
Non-Disc.$255.3M
Employees30
Clients1,700
DateFeb 2016
Total AUM$286.3M
Discretionary$31.1M
Non-Disc.$255.3M
Employees30
Clients1,700
DateFeb 2016
Total AUM$286.3M
Discretionary$31.1M
Non-Disc.$255.3M
Employees30
Clients1,700
DateDec 2015
Total AUM$286.3M
Discretionary$31.1M
Non-Disc.$255.3M
Employees30
Clients1,700
DateSep 2015
Total AUM$286.3M
Discretionary$31.1M
Non-Disc.$255.3M
Employees30
Clients1,700
DateAug 2015
Total AUM$292.5M
Discretionary$46.3M
Non-Disc.$246.2M
Employees34
Clients1,900
DateMar 2015
Total AUM$292.5M
Discretionary$46.3M
Non-Disc.$246.2M
Employees34
Clients1,900
DateSep 2014
Total AUM$292.5M
Discretionary$46.3M
Non-Disc.$246.2M
Employees34
Clients1,900
DateAug 2014
Total AUM$283.9M
Discretionary$44.3M
Non-Disc.$239.6M
Employees34
Clients1,900
DateMay 2014
Total AUM$290.2M
Discretionary$46.6M
Non-Disc.$243.5M
Employees3
Clients2,826
DateMar 2014
Total AUM$290.2M
Discretionary$46.6M
Non-Disc.$243.5M
Employees3
Clients2,826
DateAug 2013
Total AUM$290.2M
Discretionary$46.6M
Non-Disc.$243.5M
Employees3
Clients2,826
DateJun 2013
Total AUM$261.1M
Discretionary$32.9M
Non-Disc.$228.2M
Employees3
Clients3,300
DateApr 2013
Total AUM$261.1M
Discretionary$32.9M
Non-Disc.$228.2M
Employees3
Clients3,300
DateSep 2012
Total AUM$261.1M
Discretionary$32.9M
Non-Disc.$228.2M
Employees11
Clients3,300
DateSep 2012
Total AUM$261.1M
Discretionary$32.9M
Non-Disc.$228.2M
Employees11
Clients3,300
DateAug 2012
Total AUM$261.1M
Discretionary$32.9M
Non-Disc.$228.2M
Employees11
Clients3,300
DateAug 2012
Total AUM$260.7M
Discretionary$27.3M
Non-Disc.$233.3M
Employees11
Clients1,500
DateMay 2012
Total AUM$260.7M
Discretionary$27.3M
Non-Disc.$233.3M
Employees11
Clients1,500
DateJan 2012
Total AUM$260.7M
Discretionary$27.3M
Non-Disc.$233.3M
Employees11
Clients1,500
DateDec 2011
Total AUM$260.7M
Discretionary$27.3M
Non-Disc.$233.3M
Employees11
Clients1,500
DateNov 2011
Total AUM$260.7M
Discretionary$27.3M
Non-Disc.$233.3M
Employees11
Clients1,500
DateNov 2011
Total AUM$260.7M
Discretionary$27.3M
Non-Disc.$233.3M
Employees11
Clients1,500
DateJun 2011
Total AUM$205M
Discretionary$8.7M
Non-Disc.$196.3M
Employees--
Clients--
DateDec 2010
Total AUM$205M
Discretionary$8.7M
Non-Disc.$196.3M
Employees--
Clients--
DateDec 2010
Total AUM$205M
Discretionary$8.7M
Non-Disc.$196.3M
Employees--
Clients--
DateAug 2010
Total AUM$205M
Discretionary$8.7M
Non-Disc.$196.3M
Employees--
Clients--
DateSep 2008
Total AUM$78.6M
Discretionary$7.7M
Non-Disc.$70.8M
Employees--
Clients--
DateNov 2007
Total AUM$165.4M
Discretionary$9M
Non-Disc.$156.4M
Employees--
Clients--
DateAug 2007
Total AUM$165.4M
Discretionary$9M
Non-Disc.$156.4M
Employees--
Clients--
DateDec 2006
Total AUM$115.2M
Discretionary$0
Non-Disc.$115.2M
Employees--
Clients--
DateNov 2005
Total AUM$29.6M
Discretionary$0
Non-Disc.$29.6M
Employees--
Clients--
DateMay 2005
Total AUM$29.5M
Discretionary$0
Non-Disc.$29.5M
Employees--
Clients--