Clients / Employees

 

1547

Clients

$989,452

Average Client Assets

120

New Clients 2023

$500,000

Minimum Account Size

32

Employees

49

Clients per Employee

20 years

Average Portfolio Manager Experience

16 years

Average Employee Professional Experience

 

 

Assets Under Management

$1,586,218,938.99

As of 12/31/2023

 

 

Primary Types of Investments

 

Equities

59.90%

Fixed Income

30.70%

Money Market

4.80%

Mutual funds

7.60%