Clients / Employees
1163
Clients
$1,326,613
Average Client Assets
129
New Clients 2021
$500,000
Minimum Account Size
31
Employees
37
Clients per Employee
22 years
Average Portfolio Manager Experience
21 years
Average Employee Professional Experience
Assets Under Management
$1,542,851,484
12/31/2021
$1,277,624,975
12/31/2020
$1,069,692,895
12/31/2019
$872,967,712
12/31/2018
$902,157,756
12/31/2017
$800,393,829
12/31/2016
$697,297,311
12/31/2015
$737,600,922
12/31/2014
$688,341,983
12/31/2013
$602,774,980
12/31/2012
$508,865,027
12/31/2011
$428,460,605
12/31/2010
Primary Types of Investments
Equities
61%
Fixed Income
22%
Money Market
6%
Mutual funds
11%