Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 06/30/2025 |
Adviser Type
- Large advisory firm - Outside the United States |
|
Number of Employees | 927 2.21% |
of those in investment advisory functions | 282 5.62% |
Registration | SEC, Approved, 12/17/1997 |
AUM* | 450,647,441,991 -2.13% |
of that, discretionary | 450,647,441,991 -2.13% |
Private Fund GAV* | 0 |
Avg Account Size | 252,888,576 2.65% |
SMA’s | Yes |
Private Funds | 0 |
Contact Info | 81- xxxxxxx |
Websites |
- Banking or thrift institutions
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds
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---|---|---|---|---|---|
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Stck Ticker22160K105 | Stock NameCOSTCO WHSL CORP NEW | $ Position$219,143,018 | % Position1.00% | $ Change4.00% | # Change0.00% |