| Total AUM | $994.99B |
| Discretionary | $994.99B100% of AUM |
| Client Accounts | 2,220,463 |
| Avg Account Size | $448K |
| Employees | 61 |
| Peak AUM | $994.99BMar 2026 |
| AUM CAGR | +70.6% /yrover 19 yrs · 201 filings |
Total AUM
$995.0B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $995.0B | +19.9% | +20.0% | +13.4% | |
| Discretionary AUM | $995.0B | +19.9% | +20.0% | +13.4% | |
| Total Accounts | 2.2M | +9.5% | +8.5% | +9.5% | |
| Avg Account Size | $448,100.173 | +9.6% | +10.5% | +3.6% | |
| Employees | 61 | 0.0% | 1.6% | 2.4% | |
| AUM / Employee | $16.3B | +19.9% | +21.9% | +16.3% | |
Client AUM Segments | |||||
| Wealth AUM | $898.7B | +20.4% | +20.4% | +13.8% | |
| Institutional AUM | $95.9B | +15.5% | +16.0% | +10.1% | |
| Other AUM | $436M | 3.1% | +179.0% | +104.7% | |
Client Count Segments | |||||
| HNW Clients | 1.0M | +6.4% | +5.6% | +4.1% | |
| Institutional | 33k | +7.2% | +6.8% | +7.2% | |
| Individuals | 373k | +15.6% | +15.5% | +49.9% | |
| Total AUM | $994.99B |
| Discretionary | $994.99B |
| Employees | 61 |
| Client Accounts | 2220463 |
Address
101 HUDSON STREET
JERSEY CITY NJ 07302
Phone
201-557-0504
Filing History
201 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$995.0B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago