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

 

 

 

 

Primary Types of Investments

 

Equities

61%

Fixed Income

22%

Money Market

6%

Mutual funds

11%