| AUM* | 2,753,891,525 33% |
| of that, discretionary | 1,093,479,792 212% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 305,987,947 4% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pension and profit sharing plans
- Portfolio management for businesses
- Pension consulting services
- Publication of periodicals or newsletters
- A percentage of assets under your management
No private funds