Clients / Employees
1654
Clients
$1,262,626
Average Client Assets
149
New Clients 2025
$500,000
Minimum Account Size
32
Employees
52
Clients per Employee
22 years
Average Portfolio Manager Experience
17 years
Average Employee Professional Experience
Assets Under Management
$2,088,383,647
As of 12/31/2025
Primary Types of Investments
Stock & ETF
64.10%
Fixed Income
23.80%
Mutual Funds
5.30%
Cash
6.80%