| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 04/08/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 85 -1.16% |
| of those in investment advisory functions | 63 -1.56% |
| Registration | SEC, Approved, 01/18/1991 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- 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
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|---|---|---|---|---|---|
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| Stck Ticker78468r663 | Stock NameSPDR SER TR BLOOMBERG 1-3 MO | $ Position$7,132,152 | % Position2.00% | $ Change | # Change |