| As of Date | 06/01/2026 |
| Registration | SEC, Approved, 05/29/1998 |
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| ADV Location | AKRON, OH, United States |
| Contact Info | 800 xxxxxxx |
| Websites |
| AUM* | 10,166,311,019 45% |
| of that, discretionary | 9,995,377,825 45% |
| Number of Employees | 280 8% |
| of those in investment advisory functions | 280 8% |
| Private Fund GAV* | 0 |
| Avg Account Size | 486,869 20% |
| % High Net Worth | 10.94% 37% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Charitable organizations
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- 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