Clients / Employees
1547
Clients
$989,452
Average Client Assets
120
New Clients 2023
$500,000
Minimum Account Size
32
Employees
49
Clients per Employee
20 years
Average Portfolio Manager Experience
16 years
Average Employee Professional Experience
Assets Under Management
$1,586,218,938.99
As of 12/31/2023
Primary Types of Investments
Equities
59.90%
Fixed Income
30.70%
Money Market
4.80%
Mutual funds
7.60%