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Adviser Profile

As of Date 04/15/2025
Adviser Type - Large advisory firm
Number of Employees 201 -1.47%
of those in investment advisory functions 120 23.71%
Registration SEC, Approved, 12/04/2008
AUM* 5,083,670,234 53.94%
of that, discretionary 4,743,712,985 49.34%
Private Fund GAV* 0
Avg Account Size 1,159,332 20.94%
% High Net Worth 45.61% 13.44%
SMA’s Yes
Private Funds 0
Contact Info 402 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

2B 2B 2B 1B 1B 667M 334M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker922908736 Stock NameVANGUARD INDEX FDS $ Position$195,937,691 % Position7.00% $ Change19.00% # Change0.00%
Stck Ticker46434V621 Stock NameISHARES TR $ Position$114,012,467 % Position4.00% $ Change4.00% # Change1.00%
Stck Ticker464287200 Stock NameISHARES TR $ Position$74,211,445 % Position3.00% $ Change11.00% # Change0.00%
Stck Ticker922908512 Stock NameVANGUARD INDEX FDS $ Position$89,005,373 % Position3.00% $ Change3.00% # Change1.00%
Stck Ticker922908538 Stock NameVANGUARD INDEX FDS $ Position$101,287,395 % Position3.00% $ Change15.00% # Change-1.00%
Stck Ticker46654Q609 Stock NameJ P MORGAN EXCHANGE TRADED F $ Position$73,079,056 % Position3.00% $ Change26.00% # Change8.00%
Stck Ticker464288307 Stock NameISHARES TR $ Position$50,965,046 % Position2.00% $ Change16.00% # Change4.00%
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$59,440,284 % Position2.00% $ Change-9.00% # Change0.00%
Stck Ticker46138J577 Stock NameINVESCO EXCH TRD SLF IDX FD $ Position$48,470,268 % Position2.00% $ Change1.00% # Change0.00%
Stck Ticker46641Q167 Stock NameJ P MORGAN EXCHANGE TRADED F $ Position$69,540,610 % Position2.00% $ Change8.00% # Change5.00%

Brochure Summary