Clients / Employees

 

1065

Clients

$1,199,648

Average Client Assets

125

New Clients 2020

$500,000

Minimum Account Size

30

Employees

36

Clients per Employee

15 years

Average Portfolio Manager Experience

26 years

Average Employee Professional Experience

 

 

Assets Under Management

 

 

 

 

Primary Types of Investments

 

Equities

57%

Fixed Income

20%

Money Market

10%

Mutual funds

13%