Clients / Employees
1587
Clients
$1,156,950.07
Average Client Assets
117
New Clients 2024
$500,000
Minimum Account Size
31
Employees
52
Clients per Employee
21 years
Average Portfolio Manager Experience
17 years
Average Employee Professional Experience
Assets Under Management
$1,836,079,760.27
As of 12/31/2024
Primary Types of Investments
Stock & ETF
62.40%
Fixed Income
26.30%
Mutual Funds
6.20%
Cash
5.10%