| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/25/2025 |
|
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 150 581.82% |
| of those in investment advisory functions | 150 581.82% |
| Registration | SEC, Approved, 12/14/1971 |
| AUM* | 11,294,815,444 21.60% |
| of that, discretionary | 11,294,815,444 21.60% |
| Private Fund GAV* | 0 |
| Avg Account Size | 297,231,985 -87.20% |
| % High Net Worth | 54.29% 100.00% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 800 xxxxxxx |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds