Clients / Employees
1506
Clients
$800,000
Average Client Assets
130
New Clients 2022
$500,000
Minimum Account Size
32
Employees
47
Clients per Employee
17 years
Average Portfolio Manager Experience
13 years
Average Employee Professional Experience
Assets Under Management
$1,292,225,423
12/31/2022
$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
59.30%
Fixed Income
26.99%
Money Market
5.53%
Mutual funds
8.18%