| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Terminated |
| As of Date | 06/30/2020 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 76 -20.00% |
| of those in investment advisory functions | 54 -15.62% |
| AUM* | 4,592,063,353 -21.31% |
| of that, discretionary | 4,342,380,214 -22.23% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,108,385 -15.74% |
| % High Net Worth | 41.59% 34.15% |
| 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
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker922908363 | Stock NameVANGUARD INDEX FDS | $ Position$326,255 | % Position11.50% | $ Change156.50% | # Change136.30% |
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$300,343 | % Position10.59% | $ Change146.32% | # Change126.99% |
| Stck Ticker921943858 | Stock NameVANGUARD TAX-MANAGED INTL FD | $ Position$183,698 | % Position6.48% | $ Change217.33% | # Change200.96% |
| Stck Ticker78462F103 | Stock NameSPDR S&P 500 ETF TR | $ Position$133,638 | % Position4.71% | $ Change522.32% | # Change473.03% |
| Stck Ticker46429B267 | Stock NameISHARES TR | $ Position$126,982 | % Position4.48% | $ Change10473.02% | # Change10488.47% |
| Stck Ticker922908769 | Stock NameVANGUARD INDEX FDS | $ Position$117,773 | % Position4.15% | $ Change1128.21% | # Change1028.79% |
| Stck Ticker808524805 | Stock NameSCHWAB STRATEGIC TR | $ Position$108,345 | % Position3.82% | $ Change242.48% | # Change224.49% |
| Stck Ticker808524797 | Stock NameSCHWAB STRATEGIC TR | $ Position$88,844 | % Position3.13% | $ Change178.93% | # Change161.02% |
| Stck Ticker464287507 | Stock NameISHARES TR | $ Position$73,228 | % Position2.58% | $ Change137.13% | # Change127.54% |
| Stck Ticker922908629 | Stock NameVANGUARD INDEX FDS | $ Position$68,464 | % Position2.41% | $ Change18.54% | # Change10.23% |