| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 08/01/2024 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 190 25.00% |
| of those in investment advisory functions | 60 -43.93% |
| Registration | SEC, Approved, 3/26/1999 |
| AUM* | 858,545,669 -14.79% |
| of that, discretionary | 775,775,868 -11.29% |
| Private Fund GAV* | 0 -100.00% |
| Avg Account Size | 276,682 34.12% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 847 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$15,038,910 | % Position4.00% | $ Change-27.00% | # Change-32.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$16,996,530 | % Position4.00% | $ Change-7.00% | # Change-1.00% |
| Stck Ticker921943858 | Stock NameVANGUARD TAX-MANAGED FDS | $ Position$10,899,768 | % Position3.00% | $ Change30.00% | # Change13.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$11,276,577 | % Position3.00% | $ Change3.00% | # Change0.00% |
| Stck Ticker46090E103 | Stock NameINVESCO QQQ TR | $ Position$7,185,596 | % Position2.00% | $ Change-1.00% | # Change-1.00% |
| Stck Ticker78462F103 | Stock NameSPDR S&P 500 ETF TR | $ Position$7,627,488 | % Position2.00% | $ Change0.00% | # Change-6.00% |
| Stck Ticker33740U778 | Stock NameFIRST TR EXCHNG TRADED FD VI | $ Position$6,666,016 | % Position2.00% | $ Change7.00% | # Change0.00% |
| Stck Ticker33740F839 | Stock NameFIRST TR EXCHNG TRADED FD VI | $ Position$5,084,465 | % Position1.00% | $ Change-4.00% | # Change-5.00% |
| Stck Ticker33740F847 | Stock NameFIRST TR EXCHNG TRADED FD VI | $ Position$2,205,046 | % Position1.00% | $ Change | # Change |
| Stck Ticker33740F748 | Stock NameFIRST TR EXCHNG TRADED FD VI | $ Position$2,826,700 | % Position1.00% | $ Change2.00% | # Change-3.00% |