Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 04/30/2025 |
Adviser Type
- Large advisory firm - Outside the United States |
|
Number of Employees | 918 3.73% |
of those in investment advisory functions | 271 0.74% |
Registration | SEC, Approved, 12/17/1997 |
AUM* | 456,316,074,923 -5.17% |
of that, discretionary | 456,316,074,923 -5.17% |
Private Fund GAV* | 0 |
Avg Account Size | 247,728,597 -1.00% |
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$210,377,412 | % Position1.00% | $ Change6.00% | # Change6.00% |
Stck Ticker00287Y109 | Stock NameABBVIE INC | $ Position$180,440,719 | % Position1.00% | $ Change26.00% | # Change7.00% |
Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$344,314,940 | % Position1.00% | $ Change-27.00% | # Change5.00% |
Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$345,253,927 | % Position1.00% | $ Change-15.00% | # Change6.00% |