TD WEALTH MANAGEMENT SERVICES INC.
CRD #6940 SEC #801-44569 PHILADELPHIA, PA 215-282-4400
SEC Registered Broker-Dealer
Total AUM
$630.7M
Discretionary
$630.7M
Employees
51
Clients
10
Accounts
221
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2009 | $630.7M | $630.7M | $0 | 51 | -- |
| Mar 2009 | $630.7M | $630.7M | $0 | 51 | -- |
| Mar 2009 | $630.7M | $630.7M | $0 | 51 | -- |
| Feb 2009 | $630.7M | $630.7M | $0 | 51 | -- |
| Feb 2009 | $904.6M | $904.6M | $0 | 51 | -- |
| Feb 2009 | $904.6M | $904.6M | $0 | 51 | -- |
| Sep 2008 | $904.6M | $904.6M | $0 | 51 | -- |
| Sep 2008 | $904.6M | $904.6M | $0 | 51 | -- |
| Oct 2007 | $1B | $1B | $0 | 51 | -- |
| Sep 2007 | $1B | $1B | $0 | 51 | -- |
| Aug 2007 | $1B | $1B | $0 | 51 | -- |
| Mar 2007 | $1B | $1B | $0 | 51 | -- |
| Jan 2006 | $776.7M | $776.7M | $0 | 51 | -- |
| Jun 2005 | $776.7M | $776.7M | $0 | 51 | -- |
| Mar 2004 | $938.1M | $938.1M | $0 | 51 | -- |
| Mar 2002 | $158M | $109M | $49M | 51 | -- |
DateOct 2009
Total AUM$630.7M
Discretionary$630.7M
Non-Disc.$0
Employees51
Clients--
DateMar 2009
Total AUM$630.7M
Discretionary$630.7M
Non-Disc.$0
Employees51
Clients--
DateMar 2009
Total AUM$630.7M
Discretionary$630.7M
Non-Disc.$0
Employees51
Clients--
DateFeb 2009
Total AUM$630.7M
Discretionary$630.7M
Non-Disc.$0
Employees51
Clients--
DateFeb 2009
Total AUM$904.6M
Discretionary$904.6M
Non-Disc.$0
Employees51
Clients--
DateFeb 2009
Total AUM$904.6M
Discretionary$904.6M
Non-Disc.$0
Employees51
Clients--
DateSep 2008
Total AUM$904.6M
Discretionary$904.6M
Non-Disc.$0
Employees51
Clients--
DateSep 2008
Total AUM$904.6M
Discretionary$904.6M
Non-Disc.$0
Employees51
Clients--
DateOct 2007
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees51
Clients--
DateSep 2007
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees51
Clients--
DateAug 2007
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees51
Clients--
DateMar 2007
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees51
Clients--
DateJan 2006
Total AUM$776.7M
Discretionary$776.7M
Non-Disc.$0
Employees51
Clients--
DateJun 2005
Total AUM$776.7M
Discretionary$776.7M
Non-Disc.$0
Employees51
Clients--
DateMar 2004
Total AUM$938.1M
Discretionary$938.1M
Non-Disc.$0
Employees51
Clients--
DateMar 2002
Total AUM$158M
Discretionary$109M
Non-Disc.$49M
Employees51
Clients--