Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 08/19/2025 |
Adviser Type
- Large advisory firm - Pension consultant |
|
Number of Employees | 610 10.91% |
of those in investment advisory functions | 333 -12.37% |
Registration | SEC, Approved, 01/22/1992 |
- 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
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- 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)
- Performance-based fees
Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
---|---|---|---|---|---|
Stck Ticker78464A854 | Stock NameSPDR SERIES TRUST | $ Position$419,854,982 | % Position5.00% | $ Change | # Change |
Stck Ticker46434V613 | Stock NameISHARES TR | $ Position$310,606,269 | % Position3.00% | $ Change | # Change |
Stck Ticker808524300 | Stock NameSCHWAB STRATEGIC TR | $ Position$212,218,817 | % Position2.00% | $ Change | # Change |
Stck Ticker922908363 | Stock NameVANGUARD INDEX FDS | $ Position$167,905,996 | % Position2.00% | $ Change | # Change |
Stck Ticker464288877 | Stock NameISHARES TR | $ Position$157,398,760 | % Position2.00% | $ Change | # Change |
Stck Ticker25434V864 | Stock NameDIMENSIONAL ETF TRUST | $ Position$147,308,506 | % Position2.00% | $ Change | # Change |
Stck Ticker09290C103 | Stock NameBLACKROCK ETF TRUST | $ Position$193,832,180 | % Position2.00% | $ Change | # Change |
Stck Ticker25434V104 | Stock NameDIMENSIONAL ETF TRUST | $ Position$159,572,618 | % Position2.00% | $ Change | # Change |
Stck Ticker464288588 | Stock NameISHARES TR | $ Position$144,957,592 | % Position2.00% | $ Change | # Change |
Stck Ticker46432F339 | Stock NameISHARES TR | $ Position$201,722,763 | % Position2.00% | $ Change | # Change |