| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/26/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 146 1.39% |
| of those in investment advisory functions | 62 -3.12% |
| AUM* | 36,041,638,231 154.78% |
| of that, discretionary | 26,151,625,718 84.87% |
| Private Fund GAV* | 0 |
| Avg Account Size | 134,483,725 58.76% |
| High Net Worth | 27.99% 16.29% |
| SMA’s | Yes |
| Private Funds | 0 |
| Websites |
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
- Other
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds