Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 07/21/2025 |
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
Number of Employees | 86 -3.37% |
of those in investment advisory functions | 35 16.67% |
Registration | SEC, Approved, 09/16/1994 |
AUM* | 43,813,613,953 6.70% |
of that, discretionary | 43,120,911,007 6.88% |
Private Fund GAV* | 0 |
Avg Account Size | 113,213,473 -1.57% |
SMA’s | Yes |
Private Funds | 0 |
Contact Info | 651 xxxxxxx |
Websites |
- Investment companies
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above
- Portfolio management for investment companies
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
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---|---|---|---|---|---|
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Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$108,378,441 | % Position3.00% | $ Change14.00% | # Change-1.00% |
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Stck Ticker46429B689 | Stock NameISHARES TR | $ Position$68,531,512 | % Position2.00% | $ Change5.00% | # Change-2.00% |
Stck Ticker46429B697 | Stock NameISHARES TR | $ Position$82,726,411 | % Position2.00% | $ Change-14.00% | # Change-14.00% |
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Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$83,784,286 | % Position2.00% | $ Change25.00% | # Change-2.00% |
Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$67,763,591 | % Position2.00% | $ Change63.00% | # Change-1.00% |