| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Terminated |
| As of Date | 03/30/2020 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 103 28.75% |
| of those in investment advisory functions | 68 51.11% |
| AUM* | 3,207,078,630 46.31% |
| of that, discretionary | 3,196,614,118 49.59% |
| Private Fund GAV* | 0 |
| Avg Account Size | 334,873 18.56% |
| % High Net Worth | 35.48% 19.29% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds