WOODSTOCK FINANCIAL GROUP, INC.
CRD #38095 SEC #801-65881 WOODSTOCK, GA 770-516-6996
SEC Registered Broker-Dealer
Total AUM
$245.7M
Discretionary
$245.7M
Employees
60
Clients
0
Accounts
1,857
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2018 | $245.7M | $245.7M | $0 | 60 | 20 |
| Mar 2018 | $245.7M | $245.7M | $0 | 60 | 20 |
| Apr 2017 | $210.7M | $210.7M | $0 | 62 | 800 |
| Mar 2017 | $210.7M | $210.7M | $0 | 62 | 800 |
| Mar 2016 | $199.6M | $199.6M | $0 | 23 | 700 |
| Feb 2016 | $205.5M | $205.5M | $0 | 24 | 600 |
| Mar 2015 | $205.5M | $205.5M | $0 | 24 | 600 |
| Mar 2014 | $192.9M | $192.9M | $0 | 26 | 500 |
| Mar 2013 | $156.7M | $156.7M | $0 | 27 | 500 |
| Mar 2012 | $143.4M | $143.4M | $0 | 11 | 400 |
| Jun 2011 | $116.7M | $116.7M | $0 | -- | -- |
| Apr 2011 | $116.7M | $116.7M | $0 | -- | -- |
| Apr 2011 | $116.7M | $116.7M | $0 | -- | -- |
| Apr 2011 | $116.7M | $116.7M | $0 | -- | -- |
| Mar 2011 | $116.7M | $116.7M | $0 | -- | -- |
| Mar 2011 | $116.7M | $116.7M | $0 | -- | -- |
| Jun 2010 | $96.5M | $96.5M | $0 | -- | -- |
| Mar 2010 | $96.5M | $96.5M | $0 | -- | -- |
| Mar 2009 | $64.4M | $64.4M | $0 | -- | -- |
| Sep 2008 | $69M | $0 | $69M | -- | -- |
| Nov 2007 | $57.5M | $75K | $57.4M | 10 | -- |
| Oct 2007 | $57.5M | $75K | $57.4M | 10 | -- |
| Oct 2007 | $57.5M | $75K | $57.4M | 10 | -- |
| May 2007 | $57.5M | $75K | $57.4M | 10 | -- |
| Apr 2007 | $57.5M | $75K | $57.4M | 10 | -- |
| Jan 2007 | $57.5M | $75K | $57.4M | 10 | -- |
| Jan 2006 | $38.7M | $350K | $38.3M | 10 | -- |
| Jan 2006 | $38.7M | $350K | $38.3M | 10 | -- |
| Jan 2006 | $38.7M | $350K | $38.3M | 10 | -- |
DateNov 2018
Total AUM$245.7M
Discretionary$245.7M
Non-Disc.$0
Employees60
Clients20
DateMar 2018
Total AUM$245.7M
Discretionary$245.7M
Non-Disc.$0
Employees60
Clients20
DateApr 2017
Total AUM$210.7M
Discretionary$210.7M
Non-Disc.$0
Employees62
Clients800
DateMar 2017
Total AUM$210.7M
Discretionary$210.7M
Non-Disc.$0
Employees62
Clients800
DateMar 2016
Total AUM$199.6M
Discretionary$199.6M
Non-Disc.$0
Employees23
Clients700
DateFeb 2016
Total AUM$205.5M
Discretionary$205.5M
Non-Disc.$0
Employees24
Clients600
DateMar 2015
Total AUM$205.5M
Discretionary$205.5M
Non-Disc.$0
Employees24
Clients600
DateMar 2014
Total AUM$192.9M
Discretionary$192.9M
Non-Disc.$0
Employees26
Clients500
DateMar 2013
Total AUM$156.7M
Discretionary$156.7M
Non-Disc.$0
Employees27
Clients500
DateMar 2012
Total AUM$143.4M
Discretionary$143.4M
Non-Disc.$0
Employees11
Clients400
DateJun 2011
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$96.5M
Discretionary$96.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$96.5M
Discretionary$96.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$64.4M
Discretionary$64.4M
Non-Disc.$0
Employees--
Clients--
DateSep 2008
Total AUM$69M
Discretionary$0
Non-Disc.$69M
Employees--
Clients--
DateNov 2007
Total AUM$57.5M
Discretionary$75K
Non-Disc.$57.4M
Employees10
Clients--
DateOct 2007
Total AUM$57.5M
Discretionary$75K
Non-Disc.$57.4M
Employees10
Clients--
DateOct 2007
Total AUM$57.5M
Discretionary$75K
Non-Disc.$57.4M
Employees10
Clients--
DateMay 2007
Total AUM$57.5M
Discretionary$75K
Non-Disc.$57.4M
Employees10
Clients--
DateApr 2007
Total AUM$57.5M
Discretionary$75K
Non-Disc.$57.4M
Employees10
Clients--
DateJan 2007
Total AUM$57.5M
Discretionary$75K
Non-Disc.$57.4M
Employees10
Clients--
DateJan 2006
Total AUM$38.7M
Discretionary$350K
Non-Disc.$38.3M
Employees10
Clients--
DateJan 2006
Total AUM$38.7M
Discretionary$350K
Non-Disc.$38.3M
Employees10
Clients--
DateJan 2006
Total AUM$38.7M
Discretionary$350K
Non-Disc.$38.3M
Employees10
Clients--