| As of Date | 07/27/2026 |
| Registration | SEC, Approved, 01/19/1983 |
| ADV Location | WASHINGTON, DC, United States |
| Contact Info | 202 xxxxxxx |
| Websites |
| AUM* | 6,308,216,088 3% |
| of that, discretionary | 5,740,508,954 5% |
| Number of Employees | 553 -11% |
| of those in investment advisory functions | 174 -22% |
| Private Fund GAV* | 0 |
| Avg Account Size | 117,482 14% |
| % High Net Worth | 0.96% 40% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Insurance companies
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name PRICEWATERHOUSECOOPERS LLP | Filing Date07/28/2025 | Form ADV-E View Report |
| Accounting Firm Name PRICEWATERHOUSECOOPERS | Filing Date01/27/2025 | Form ADV-E View Report |
| Accounting Firm Name PRICEWATERHOUSECOOPERS LLP | Filing Date10/27/2023 | Form ADV-E View Report |