| AUM* | 5,008,349,466 -2% |
| of that, discretionary | 3,150,121,588 5% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,504,174,733 68% |
| SMA’s | Yes |
| Private Funds | 0 |
Number of Employees 19
of those in investment advisory functions 15 15%
- State or municipal government entities
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds