| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 11/04/2024 |
| Adviser Type
- Large advisory firm - Pension consultant |
|
| Number of Employees | 34,995 -5.26% |
| of those in investment advisory functions | 26,275 2.52% |
| AUM* | 1,963,501,838,738 17.57% |
| of that, discretionary | 1,035,844,128,499 17.52% |
| Private Fund GAV* | 0 |
| Avg Account Size | 413,182 115.67% |
| High Net Worth | 24.22% 9.20% |
| SMA’s | Yes |
| Private Funds | 0 5 |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions