|
Clients / Employees
|
|
Clients |
793 |
|
Average Client Assets |
$810,941 |
|
New Clients 2012 |
83 |
|
Minimum Account Size |
$500,000 |
|
Employees |
17 |
|
Clients per Employee |
46 |
|
Average Portfolio Manager Experience |
19 years |
|
Average Employee Professional Experience |
17 years | |
|
Assets Under Management
|
|
5/31/2013 |
$643,076,533 |
|
12/31/2012 |
$602,774,980 |
|
12/31/2011 |
$508,865,027 |
|
12/31/2010 |
$428,460,605 |
|
12/31/2009 |
$316,632,401 |
|
12/31/2008 |
$207,865,909 |
|
12/31/2007 |
$211,606,114 |
|
|
| |
|
Primary Types of Investments
|
|
Bonds |
35% |
|
CDs & Money Market |
12% |
|
Common Stocks* |
27% |
|
Mutual funds |
25% |
|
Preferred Stocks |
1% |
|
|
|
|
|
|
*includes ETFs | |