| AUM* | 16,400,000,000 16% |
| of that, discretionary | 0 |
| Number of Employees | 11 10% |
| of those in investment advisory functions | 8 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 215,789,474 8% |
| SMA’s | Yes |
| Private Funds | 0 |
- State or municipal government entities
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds