SAGEPOINT FINANCIAL, INC.
CRD #133763 SEC #801-64721 PHOENIX, AZ 1-800-552-3319 EXT 2606
SEC Registered Broker-Dealer Disclosures
Total AUM
$16.5B
Discretionary
$13.4B
Employees
3,563
Clients
--
Accounts
86,848
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2023 | $16.5B | $13.4B | $3.1B | 3,563 | 8,921 |
| Aug 2023 | $16.5B | $13.4B | $3.1B | 3,563 | 8,921 |
| Aug 2023 | $16.5B | $13.4B | $3.1B | 3,563 | 8,921 |
| Aug 2023 | $16.5B | $13.4B | $3.1B | 3,563 | 8,921 |
| Jul 2023 | $16.5B | $13.4B | $3.1B | 3,563 | 8,921 |
| Jul 2023 | $16.5B | $13.4B | $3.1B | 3,563 | 8,921 |
| Jun 2023 | $16.5B | $13.4B | $3.1B | 3,563 | 8,921 |
| May 2023 | $16.5B | $13.4B | $3.1B | 3,563 | 8,921 |
| Apr 2023 | $16.5B | $13.4B | $3.1B | 3,563 | 8,921 |
| Apr 2023 | $16.5B | $13.4B | $3.1B | 3,563 | 8,921 |
| Mar 2023 | $16.5B | $13.4B | $3.1B | 3,563 | 8,921 |
| Mar 2023 | $16.2B | $13.6B | $2.7B | 2,845 | 4,881 |
| Mar 2023 | $16.2B | $13.6B | $2.7B | 2,845 | 4,881 |
| Mar 2023 | $16.2B | $13.6B | $2.7B | 2,845 | 4,881 |
| Mar 2023 | $16.2B | $13.6B | $2.7B | 2,845 | 4,881 |
| Feb 2023 | $16.2B | $13.6B | $2.7B | 2,845 | 4,881 |
| Jan 2023 | $16.2B | $13.6B | $2.7B | 2,845 | 4,881 |
| Dec 2022 | $16.2B | $13.6B | $2.7B | 2,845 | 4,881 |
| Nov 2022 | $16.2B | $13.6B | $2.7B | 2,845 | 4,881 |
| Nov 2022 | $16.2B | $13.6B | $2.7B | 2,845 | 4,881 |
| Oct 2022 | $16.2B | $13.6B | $2.7B | 2,845 | 4,881 |
| Aug 2022 | $16.2B | $13.6B | $2.7B | 2,845 | 4,881 |
| Jul 2022 | $16.2B | $13.6B | $2.7B | 2,845 | 4,881 |
| Jun 2022 | $16.2B | $13.6B | $2.7B | 2,845 | 4,881 |
| Jun 2022 | $16.2B | $13.6B | $2.7B | 2,845 | 4,881 |
| May 2022 | $16.2B | $13.6B | $2.7B | 2,845 | 4,881 |
| May 2022 | $16.2B | $13.6B | $2.7B | 2,845 | 4,881 |
| Apr 2022 | $16.2B | $13.6B | $2.7B | 2,845 | 4,881 |
| Mar 2022 | $16.2B | $13.6B | $2.7B | 2,845 | 4,881 |
| Mar 2022 | $12.5B | $10.2B | $2.2B | 2,656 | 4,393 |
| Feb 2022 | $12.5B | $10.2B | $2.2B | 2,656 | 4,393 |
| Jan 2022 | $12.5B | $10.2B | $2.2B | 2,656 | 4,393 |
| Jan 2022 | $12.5B | $10.2B | $2.2B | 2,656 | 4,393 |
| Dec 2021 | $12.5B | $10.2B | $2.2B | 2,656 | 4,393 |
| Nov 2021 | $12.5B | $10.2B | $2.2B | 2,656 | 4,393 |
| Oct 2021 | $12.5B | $10.2B | $2.2B | 2,656 | 4,393 |
| Sep 2021 | $12.5B | $10.2B | $2.2B | 2,656 | 4,393 |
| Aug 2021 | $12.5B | $10.2B | $2.2B | 2,656 | 4,393 |
| Aug 2021 | $12.5B | $10.2B | $2.2B | 2,656 | 4,393 |
| Jul 2021 | $12.5B | $10.2B | $2.2B | 2,656 | 4,393 |
| Jun 2021 | $12.5B | $10.2B | $2.2B | 2,656 | 4,393 |
| Jun 2021 | $12.5B | $10.2B | $2.2B | 2,656 | 4,393 |
| May 2021 | $12.5B | $10.2B | $2.2B | 2,656 | 4,393 |
| Apr 2021 | $12.5B | $10.2B | $2.2B | 2,656 | 4,393 |
| Mar 2021 | $12.5B | $10.2B | $2.2B | 2,656 | 4,393 |
| Feb 2021 | $10B | $7.9B | $2.1B | 1,954 | 4,369 |
| Feb 2021 | $10B | $7.9B | $2.1B | 1,954 | 4,369 |
| Jan 2021 | $10B | $7.9B | $2.1B | 1,954 | 4,369 |
| Dec 2020 | $10B | $7.9B | $2.1B | 1,954 | 4,369 |
| Dec 2020 | $10B | $7.9B | $2.1B | 1,954 | 4,369 |
| Nov 2020 | $10B | $7.9B | $2.1B | 1,954 | 4,369 |
| Oct 2020 | $10B | $7.9B | $2.1B | 1,954 | 4,369 |
| Oct 2020 | $10B | $7.9B | $2.1B | 1,954 | 4,369 |
| Sep 2020 | $10B | $7.9B | $2.1B | 1,954 | 4,369 |
| Aug 2020 | $10B | $7.9B | $2.1B | 1,954 | 4,369 |
| Aug 2020 | $10B | $7.9B | $2.1B | 1,954 | 4,369 |
| Jul 2020 | $10B | $7.9B | $2.1B | 1,954 | 4,369 |
| Jun 2020 | $10B | $7.9B | $2.1B | 1,954 | 4,369 |
| Jun 2020 | $10B | $7.9B | $2.1B | 1,954 | 4,369 |
| Jun 2020 | $10B | $7.9B | $2.1B | 1,954 | 4,369 |
| May 2020 | $10B | $7.9B | $2.1B | 1,954 | 4,369 |
| Apr 2020 | $10B | $7.9B | $2.1B | 1,954 | 4,369 |
| Mar 2020 | $10B | $7.9B | $2.1B | 1,954 | 4,369 |
| Mar 2020 | $8B | $5.3B | $2.7B | 1,957 | 8,988 |
| Mar 2020 | $8B | $5.3B | $2.7B | 1,957 | 8,988 |
| Feb 2020 | $8B | $5.3B | $2.7B | 1,957 | 8,988 |
| Jan 2020 | $8B | $5.3B | $2.7B | 1,957 | 8,988 |
| Dec 2019 | $8B | $5.3B | $2.7B | 1,957 | 8,988 |
| Dec 2019 | $8B | $5.3B | $2.7B | 1,957 | 8,988 |
| Nov 2019 | $8B | $5.3B | $2.7B | 1,957 | 8,988 |
| Sep 2019 | $8B | $5.3B | $2.7B | 1,957 | 8,988 |
| Aug 2019 | $8B | $5.3B | $2.7B | 1,957 | 8,988 |
| Aug 2019 | $8B | $5.3B | $2.7B | 1,957 | 8,988 |
| Jul 2019 | $8B | $5.3B | $2.7B | 1,957 | 8,988 |
| Jun 2019 | $8B | $5.3B | $2.7B | 1,957 | 8,988 |
| Jun 2019 | $8B | $5.3B | $2.7B | 1,957 | 8,988 |
| May 2019 | $8B | $5.3B | $2.7B | 1,957 | 8,988 |
| Apr 2019 | $8B | $5.3B | $2.7B | 1,957 | 8,988 |
| Mar 2019 | $8B | $5.3B | $2.7B | 1,957 | 8,988 |
| Mar 2019 | $7B | $4.5B | $2.5B | 2,032 | 7,551 |
| Feb 2019 | $7B | $4.5B | $2.5B | 2,032 | 7,551 |
| Jan 2019 | $7B | $4.5B | $2.5B | 2,032 | 7,551 |
| Dec 2018 | $7B | $4.5B | $2.5B | 2,032 | 7,551 |
| Nov 2018 | $7B | $4.5B | $2.5B | 2,032 | 7,551 |
| Nov 2018 | $7B | $4.5B | $2.5B | 2,032 | 7,551 |
| Oct 2018 | $7B | $4.5B | $2.5B | 2,032 | 7,551 |
| Oct 2018 | $7B | $4.5B | $2.5B | 2,032 | 7,551 |
| Sep 2018 | $7B | $4.5B | $2.5B | 2,032 | 7,551 |
| Aug 2018 | $7B | $4.5B | $2.5B | 2,032 | 7,551 |
| Aug 2018 | $7B | $4.5B | $2.5B | 2,032 | 7,551 |
| Aug 2018 | $7B | $4.5B | $2.5B | 2,032 | 7,551 |
| Jul 2018 | $7B | $4.5B | $2.5B | 2,032 | 7,551 |
| Jun 2018 | $7B | $4.5B | $2.5B | 2,032 | 7,551 |
| May 2018 | $7B | $4.5B | $2.5B | 2,032 | 7,551 |
| Apr 2018 | $7B | $4.5B | $2.5B | 2,032 | 7,551 |
| Apr 2018 | $7B | $4.5B | $2.5B | 2,032 | 7,551 |
| Apr 2018 | $7B | $4.5B | $2.5B | 2,032 | 7,551 |
| Mar 2018 | $7B | $4.5B | $2.5B | 2,032 | 7,551 |
| Feb 2018 | $5.2B | $3.2B | $2B | 1,638 | 8,344 |
| Jan 2018 | $5.2B | $3.2B | $2B | 1,638 | 8,344 |
| Jan 2018 | $5.2B | $3.2B | $2B | 1,638 | 8,344 |
| Dec 2017 | $5.2B | $3.2B | $2B | 1,638 | 8,344 |
| Nov 2017 | $5.2B | $3.2B | $2B | 1,638 | 8,344 |
| Oct 2017 | $5.2B | $3.2B | $2B | 1,638 | 8,344 |
| Oct 2017 | $5.2B | $3.2B | $2B | 1,638 | 8,344 |
| Sep 2017 | $5.2B | $3.2B | $2B | 1,638 | 28,400 |
| Sep 2017 | $5.2B | $3.2B | $2B | 1,638 | 28,400 |
| Aug 2017 | $5.2B | $3.2B | $2B | 1,638 | 28,400 |
| Jul 2017 | $5.2B | $3.2B | $2B | 1,638 | 28,400 |
| Jul 2017 | $5.2B | $3.2B | $2B | 1,638 | 28,400 |
| Jun 2017 | $5.2B | $3.2B | $2B | 1,638 | 28,400 |
| Jun 2017 | $5.2B | $3.2B | $2B | 1,638 | 28,400 |
| Jun 2017 | $5.2B | $3.2B | $2B | 1,638 | 28,400 |
| May 2017 | $5.2B | $3.2B | $2B | 1,638 | 28,400 |
| Apr 2017 | $5.2B | $3.2B | $2B | 1,638 | 28,400 |
| Apr 2017 | $5.2B | $3.2B | $2B | 1,638 | 28,400 |
| Mar 2017 | $5.2B | $3.2B | $2B | 1,638 | 28,400 |
| Mar 2017 | $4.4B | $2.6B | $1.8B | 1,722 | 25,700 |
| Feb 2017 | $4.4B | $2.6B | $1.8B | 1,722 | 25,700 |
| Jan 2017 | $4.4B | $2.6B | $1.8B | 1,722 | 25,700 |
| Jan 2017 | $4.4B | $2.6B | $1.8B | 1,722 | 25,700 |
| Dec 2016 | $4.4B | $2.6B | $1.8B | 1,722 | 25,700 |
| Dec 2016 | $4.4B | $2.6B | $1.8B | 1,722 | 25,700 |
| Nov 2016 | $4.4B | $2.6B | $1.8B | 1,722 | 25,700 |
| Nov 2016 | $4.4B | $2.6B | $1.8B | 1,722 | 25,700 |
| Aug 2016 | $4.4B | $2.6B | $1.8B | 1,722 | 25,700 |
| Aug 2016 | $4.4B | $2.6B | $1.8B | 1,722 | 25,700 |
| Jun 2016 | $4.4B | $2.6B | $1.8B | 1,722 | 25,700 |
| Apr 2016 | $4.4B | $2.6B | $1.8B | 1,722 | 25,700 |
| Mar 2016 | $4.4B | $2.6B | $1.8B | 1,722 | 25,700 |
| Feb 2016 | $4B | $2.4B | $1.5B | 1,670 | 23,280 |
| Oct 2015 | $4B | $2.4B | $1.5B | 1,670 | 23,280 |
| Sep 2015 | $4B | $2.4B | $1.5B | 1,670 | 23,280 |
| Mar 2015 | $4B | $2.4B | $1.5B | 1,670 | 23,280 |
| Dec 2014 | $3.5B | $2B | $1.4B | 1,470 | 24,200 |
| Oct 2014 | $3.5B | $2B | $1.4B | 1,470 | 24,200 |
| Aug 2014 | $3.5B | $2B | $1.4B | 1,470 | 24,200 |
| May 2014 | $3.5B | $2B | $1.4B | 1,470 | 24,200 |
| Mar 2014 | $3.5B | $2B | $1.4B | 1,470 | 24,200 |
| Dec 2013 | $2.6B | $1.3B | $1.2B | 1,420 | 20,800 |
| Sep 2013 | $2.6B | $1.3B | $1.2B | 1,420 | 20,800 |
| May 2013 | $2.6B | $1.3B | $1.2B | 1,420 | 20,800 |
| Apr 2013 | $2.6B | $1.3B | $1.2B | 1,420 | 20,800 |
| Jan 2013 | $2B | $1.1B | $987.1M | 970 | 19,400 |
| Dec 2012 | $2B | $1.1B | $987.1M | 970 | 19,400 |
| Oct 2012 | $2B | $1.1B | $987.1M | 501 | 19,400 |
| Jun 2012 | $2B | $1.1B | $987.1M | 501 | 19,400 |
| Jun 2012 | $2B | $1.1B | $987.1M | 501 | 19,400 |
| Apr 2012 | $2B | $1.1B | $987.1M | 501 | 19,400 |
| Mar 2012 | $2B | $1.1B | $987.1M | 501 | 19,400 |
| Nov 2011 | $2B | $975.5M | $1B | 501 | 10,500 |
| Jul 2011 | $2B | $975.5M | $1B | 501 | -- |
| May 2011 | $2B | $975.5M | $1B | 501 | -- |
| May 2011 | $2B | $975.5M | $1B | 501 | -- |
| Apr 2011 | $2B | $975.5M | $1B | 501 | -- |
| Mar 2011 | $2B | $975.5M | $1B | 501 | -- |
| Mar 2011 | $1.5B | $691.7M | $762.3M | 501 | -- |
| Mar 2011 | $1.5B | $691.7M | $762.3M | 501 | -- |
| Mar 2011 | $1.5B | $691.7M | $762.3M | 501 | -- |
| Feb 2011 | $1.5B | $691.7M | $762.3M | 501 | -- |
| Nov 2010 | $1.5B | $691.7M | $762.3M | 501 | -- |
| Jul 2010 | $1.5B | $691.7M | $762.3M | 501 | -- |
| May 2010 | $1.5B | $691.7M | $762.3M | 501 | -- |
| Mar 2010 | $1.5B | $691.7M | $762.3M | 501 | -- |
| Mar 2010 | $1.5B | $691.7M | $762.3M | 501 | -- |
| Apr 2009 | $1.7B | $608.1M | $1.1B | 501 | -- |
| Mar 2008 | $2.2B | $611.8M | $1.6B | 501 | -- |
| Nov 2007 | $1.2B | $369.7M | $862.6M | 501 | -- |
| Oct 2007 | $1.2B | $369.7M | $862.6M | 501 | -- |
| Aug 2007 | $1.2B | $369.7M | $862.6M | 501 | -- |
| Apr 2007 | $1.2B | $369.7M | $862.6M | 501 | -- |
| Mar 2007 | $1.2B | $369.7M | $862.6M | 501 | -- |
| Feb 2007 | $614.1M | $38M | $576.1M | 501 | -- |
| Nov 2006 | $614.1M | $38M | $576.1M | 501 | -- |
| Mar 2006 | $614.1M | $38M | $576.1M | 501 | -- |
| Jan 2006 | $614.1M | $38M | $576.1M | 501 | -- |
| Oct 2005 | $0 | $0 | $0 | 5 | -- |
| Sep 2005 | $0 | $0 | $0 | 5 | -- |
DateSep 2023
Total AUM$16.5B
Discretionary$13.4B
Non-Disc.$3.1B
Employees3,563
Clients8,921
DateAug 2023
Total AUM$16.5B
Discretionary$13.4B
Non-Disc.$3.1B
Employees3,563
Clients8,921
DateAug 2023
Total AUM$16.5B
Discretionary$13.4B
Non-Disc.$3.1B
Employees3,563
Clients8,921
DateAug 2023
Total AUM$16.5B
Discretionary$13.4B
Non-Disc.$3.1B
Employees3,563
Clients8,921
DateJul 2023
Total AUM$16.5B
Discretionary$13.4B
Non-Disc.$3.1B
Employees3,563
Clients8,921
DateJul 2023
Total AUM$16.5B
Discretionary$13.4B
Non-Disc.$3.1B
Employees3,563
Clients8,921
DateJun 2023
Total AUM$16.5B
Discretionary$13.4B
Non-Disc.$3.1B
Employees3,563
Clients8,921
DateMay 2023
Total AUM$16.5B
Discretionary$13.4B
Non-Disc.$3.1B
Employees3,563
Clients8,921
DateApr 2023
Total AUM$16.5B
Discretionary$13.4B
Non-Disc.$3.1B
Employees3,563
Clients8,921
DateApr 2023
Total AUM$16.5B
Discretionary$13.4B
Non-Disc.$3.1B
Employees3,563
Clients8,921
DateMar 2023
Total AUM$16.5B
Discretionary$13.4B
Non-Disc.$3.1B
Employees3,563
Clients8,921
DateMar 2023
Total AUM$16.2B
Discretionary$13.6B
Non-Disc.$2.7B
Employees2,845
Clients4,881
DateMar 2023
Total AUM$16.2B
Discretionary$13.6B
Non-Disc.$2.7B
Employees2,845
Clients4,881
DateMar 2023
Total AUM$16.2B
Discretionary$13.6B
Non-Disc.$2.7B
Employees2,845
Clients4,881
DateMar 2023
Total AUM$16.2B
Discretionary$13.6B
Non-Disc.$2.7B
Employees2,845
Clients4,881
DateFeb 2023
Total AUM$16.2B
Discretionary$13.6B
Non-Disc.$2.7B
Employees2,845
Clients4,881
DateJan 2023
Total AUM$16.2B
Discretionary$13.6B
Non-Disc.$2.7B
Employees2,845
Clients4,881
DateDec 2022
Total AUM$16.2B
Discretionary$13.6B
Non-Disc.$2.7B
Employees2,845
Clients4,881
DateNov 2022
Total AUM$16.2B
Discretionary$13.6B
Non-Disc.$2.7B
Employees2,845
Clients4,881
DateNov 2022
Total AUM$16.2B
Discretionary$13.6B
Non-Disc.$2.7B
Employees2,845
Clients4,881
DateOct 2022
Total AUM$16.2B
Discretionary$13.6B
Non-Disc.$2.7B
Employees2,845
Clients4,881
DateAug 2022
Total AUM$16.2B
Discretionary$13.6B
Non-Disc.$2.7B
Employees2,845
Clients4,881
DateJul 2022
Total AUM$16.2B
Discretionary$13.6B
Non-Disc.$2.7B
Employees2,845
Clients4,881
DateJun 2022
Total AUM$16.2B
Discretionary$13.6B
Non-Disc.$2.7B
Employees2,845
Clients4,881
DateJun 2022
Total AUM$16.2B
Discretionary$13.6B
Non-Disc.$2.7B
Employees2,845
Clients4,881
DateMay 2022
Total AUM$16.2B
Discretionary$13.6B
Non-Disc.$2.7B
Employees2,845
Clients4,881
DateMay 2022
Total AUM$16.2B
Discretionary$13.6B
Non-Disc.$2.7B
Employees2,845
Clients4,881
DateApr 2022
Total AUM$16.2B
Discretionary$13.6B
Non-Disc.$2.7B
Employees2,845
Clients4,881
DateMar 2022
Total AUM$16.2B
Discretionary$13.6B
Non-Disc.$2.7B
Employees2,845
Clients4,881
DateMar 2022
Total AUM$12.5B
Discretionary$10.2B
Non-Disc.$2.2B
Employees2,656
Clients4,393
DateFeb 2022
Total AUM$12.5B
Discretionary$10.2B
Non-Disc.$2.2B
Employees2,656
Clients4,393
DateJan 2022
Total AUM$12.5B
Discretionary$10.2B
Non-Disc.$2.2B
Employees2,656
Clients4,393
DateJan 2022
Total AUM$12.5B
Discretionary$10.2B
Non-Disc.$2.2B
Employees2,656
Clients4,393
DateDec 2021
Total AUM$12.5B
Discretionary$10.2B
Non-Disc.$2.2B
Employees2,656
Clients4,393
DateNov 2021
Total AUM$12.5B
Discretionary$10.2B
Non-Disc.$2.2B
Employees2,656
Clients4,393
DateOct 2021
Total AUM$12.5B
Discretionary$10.2B
Non-Disc.$2.2B
Employees2,656
Clients4,393
DateSep 2021
Total AUM$12.5B
Discretionary$10.2B
Non-Disc.$2.2B
Employees2,656
Clients4,393
DateAug 2021
Total AUM$12.5B
Discretionary$10.2B
Non-Disc.$2.2B
Employees2,656
Clients4,393
DateAug 2021
Total AUM$12.5B
Discretionary$10.2B
Non-Disc.$2.2B
Employees2,656
Clients4,393
DateJul 2021
Total AUM$12.5B
Discretionary$10.2B
Non-Disc.$2.2B
Employees2,656
Clients4,393
DateJun 2021
Total AUM$12.5B
Discretionary$10.2B
Non-Disc.$2.2B
Employees2,656
Clients4,393
DateJun 2021
Total AUM$12.5B
Discretionary$10.2B
Non-Disc.$2.2B
Employees2,656
Clients4,393
DateMay 2021
Total AUM$12.5B
Discretionary$10.2B
Non-Disc.$2.2B
Employees2,656
Clients4,393
DateApr 2021
Total AUM$12.5B
Discretionary$10.2B
Non-Disc.$2.2B
Employees2,656
Clients4,393
DateMar 2021
Total AUM$12.5B
Discretionary$10.2B
Non-Disc.$2.2B
Employees2,656
Clients4,393
DateFeb 2021
Total AUM$10B
Discretionary$7.9B
Non-Disc.$2.1B
Employees1,954
Clients4,369
DateFeb 2021
Total AUM$10B
Discretionary$7.9B
Non-Disc.$2.1B
Employees1,954
Clients4,369
DateJan 2021
Total AUM$10B
Discretionary$7.9B
Non-Disc.$2.1B
Employees1,954
Clients4,369
DateDec 2020
Total AUM$10B
Discretionary$7.9B
Non-Disc.$2.1B
Employees1,954
Clients4,369
DateDec 2020
Total AUM$10B
Discretionary$7.9B
Non-Disc.$2.1B
Employees1,954
Clients4,369
DateNov 2020
Total AUM$10B
Discretionary$7.9B
Non-Disc.$2.1B
Employees1,954
Clients4,369
DateOct 2020
Total AUM$10B
Discretionary$7.9B
Non-Disc.$2.1B
Employees1,954
Clients4,369
DateOct 2020
Total AUM$10B
Discretionary$7.9B
Non-Disc.$2.1B
Employees1,954
Clients4,369
DateSep 2020
Total AUM$10B
Discretionary$7.9B
Non-Disc.$2.1B
Employees1,954
Clients4,369
DateAug 2020
Total AUM$10B
Discretionary$7.9B
Non-Disc.$2.1B
Employees1,954
Clients4,369
DateAug 2020
Total AUM$10B
Discretionary$7.9B
Non-Disc.$2.1B
Employees1,954
Clients4,369
DateJul 2020
Total AUM$10B
Discretionary$7.9B
Non-Disc.$2.1B
Employees1,954
Clients4,369
DateJun 2020
Total AUM$10B
Discretionary$7.9B
Non-Disc.$2.1B
Employees1,954
Clients4,369
DateJun 2020
Total AUM$10B
Discretionary$7.9B
Non-Disc.$2.1B
Employees1,954
Clients4,369
DateJun 2020
Total AUM$10B
Discretionary$7.9B
Non-Disc.$2.1B
Employees1,954
Clients4,369
DateMay 2020
Total AUM$10B
Discretionary$7.9B
Non-Disc.$2.1B
Employees1,954
Clients4,369
DateApr 2020
Total AUM$10B
Discretionary$7.9B
Non-Disc.$2.1B
Employees1,954
Clients4,369
DateMar 2020
Total AUM$10B
Discretionary$7.9B
Non-Disc.$2.1B
Employees1,954
Clients4,369
DateMar 2020
Total AUM$8B
Discretionary$5.3B
Non-Disc.$2.7B
Employees1,957
Clients8,988
DateMar 2020
Total AUM$8B
Discretionary$5.3B
Non-Disc.$2.7B
Employees1,957
Clients8,988
DateFeb 2020
Total AUM$8B
Discretionary$5.3B
Non-Disc.$2.7B
Employees1,957
Clients8,988
DateJan 2020
Total AUM$8B
Discretionary$5.3B
Non-Disc.$2.7B
Employees1,957
Clients8,988
DateDec 2019
Total AUM$8B
Discretionary$5.3B
Non-Disc.$2.7B
Employees1,957
Clients8,988
DateDec 2019
Total AUM$8B
Discretionary$5.3B
Non-Disc.$2.7B
Employees1,957
Clients8,988
DateNov 2019
Total AUM$8B
Discretionary$5.3B
Non-Disc.$2.7B
Employees1,957
Clients8,988
DateSep 2019
Total AUM$8B
Discretionary$5.3B
Non-Disc.$2.7B
Employees1,957
Clients8,988
DateAug 2019
Total AUM$8B
Discretionary$5.3B
Non-Disc.$2.7B
Employees1,957
Clients8,988
DateAug 2019
Total AUM$8B
Discretionary$5.3B
Non-Disc.$2.7B
Employees1,957
Clients8,988
DateJul 2019
Total AUM$8B
Discretionary$5.3B
Non-Disc.$2.7B
Employees1,957
Clients8,988
DateJun 2019
Total AUM$8B
Discretionary$5.3B
Non-Disc.$2.7B
Employees1,957
Clients8,988
DateJun 2019
Total AUM$8B
Discretionary$5.3B
Non-Disc.$2.7B
Employees1,957
Clients8,988
DateMay 2019
Total AUM$8B
Discretionary$5.3B
Non-Disc.$2.7B
Employees1,957
Clients8,988
DateApr 2019
Total AUM$8B
Discretionary$5.3B
Non-Disc.$2.7B
Employees1,957
Clients8,988
DateMar 2019
Total AUM$8B
Discretionary$5.3B
Non-Disc.$2.7B
Employees1,957
Clients8,988
DateMar 2019
Total AUM$7B
Discretionary$4.5B
Non-Disc.$2.5B
Employees2,032
Clients7,551
DateFeb 2019
Total AUM$7B
Discretionary$4.5B
Non-Disc.$2.5B
Employees2,032
Clients7,551
DateJan 2019
Total AUM$7B
Discretionary$4.5B
Non-Disc.$2.5B
Employees2,032
Clients7,551
DateDec 2018
Total AUM$7B
Discretionary$4.5B
Non-Disc.$2.5B
Employees2,032
Clients7,551
DateNov 2018
Total AUM$7B
Discretionary$4.5B
Non-Disc.$2.5B
Employees2,032
Clients7,551
DateNov 2018
Total AUM$7B
Discretionary$4.5B
Non-Disc.$2.5B
Employees2,032
Clients7,551
DateOct 2018
Total AUM$7B
Discretionary$4.5B
Non-Disc.$2.5B
Employees2,032
Clients7,551
DateOct 2018
Total AUM$7B
Discretionary$4.5B
Non-Disc.$2.5B
Employees2,032
Clients7,551
DateSep 2018
Total AUM$7B
Discretionary$4.5B
Non-Disc.$2.5B
Employees2,032
Clients7,551
DateAug 2018
Total AUM$7B
Discretionary$4.5B
Non-Disc.$2.5B
Employees2,032
Clients7,551
DateAug 2018
Total AUM$7B
Discretionary$4.5B
Non-Disc.$2.5B
Employees2,032
Clients7,551
DateAug 2018
Total AUM$7B
Discretionary$4.5B
Non-Disc.$2.5B
Employees2,032
Clients7,551
DateJul 2018
Total AUM$7B
Discretionary$4.5B
Non-Disc.$2.5B
Employees2,032
Clients7,551
DateJun 2018
Total AUM$7B
Discretionary$4.5B
Non-Disc.$2.5B
Employees2,032
Clients7,551
DateMay 2018
Total AUM$7B
Discretionary$4.5B
Non-Disc.$2.5B
Employees2,032
Clients7,551
DateApr 2018
Total AUM$7B
Discretionary$4.5B
Non-Disc.$2.5B
Employees2,032
Clients7,551
DateApr 2018
Total AUM$7B
Discretionary$4.5B
Non-Disc.$2.5B
Employees2,032
Clients7,551
DateApr 2018
Total AUM$7B
Discretionary$4.5B
Non-Disc.$2.5B
Employees2,032
Clients7,551
DateMar 2018
Total AUM$7B
Discretionary$4.5B
Non-Disc.$2.5B
Employees2,032
Clients7,551
DateFeb 2018
Total AUM$5.2B
Discretionary$3.2B
Non-Disc.$2B
Employees1,638
Clients8,344
DateJan 2018
Total AUM$5.2B
Discretionary$3.2B
Non-Disc.$2B
Employees1,638
Clients8,344
DateJan 2018
Total AUM$5.2B
Discretionary$3.2B
Non-Disc.$2B
Employees1,638
Clients8,344
DateDec 2017
Total AUM$5.2B
Discretionary$3.2B
Non-Disc.$2B
Employees1,638
Clients8,344
DateNov 2017
Total AUM$5.2B
Discretionary$3.2B
Non-Disc.$2B
Employees1,638
Clients8,344
DateOct 2017
Total AUM$5.2B
Discretionary$3.2B
Non-Disc.$2B
Employees1,638
Clients8,344
DateOct 2017
Total AUM$5.2B
Discretionary$3.2B
Non-Disc.$2B
Employees1,638
Clients8,344
DateSep 2017
Total AUM$5.2B
Discretionary$3.2B
Non-Disc.$2B
Employees1,638
Clients28,400
DateSep 2017
Total AUM$5.2B
Discretionary$3.2B
Non-Disc.$2B
Employees1,638
Clients28,400
DateAug 2017
Total AUM$5.2B
Discretionary$3.2B
Non-Disc.$2B
Employees1,638
Clients28,400
DateJul 2017
Total AUM$5.2B
Discretionary$3.2B
Non-Disc.$2B
Employees1,638
Clients28,400
DateJul 2017
Total AUM$5.2B
Discretionary$3.2B
Non-Disc.$2B
Employees1,638
Clients28,400
DateJun 2017
Total AUM$5.2B
Discretionary$3.2B
Non-Disc.$2B
Employees1,638
Clients28,400
DateJun 2017
Total AUM$5.2B
Discretionary$3.2B
Non-Disc.$2B
Employees1,638
Clients28,400
DateJun 2017
Total AUM$5.2B
Discretionary$3.2B
Non-Disc.$2B
Employees1,638
Clients28,400
DateMay 2017
Total AUM$5.2B
Discretionary$3.2B
Non-Disc.$2B
Employees1,638
Clients28,400
DateApr 2017
Total AUM$5.2B
Discretionary$3.2B
Non-Disc.$2B
Employees1,638
Clients28,400
DateApr 2017
Total AUM$5.2B
Discretionary$3.2B
Non-Disc.$2B
Employees1,638
Clients28,400
DateMar 2017
Total AUM$5.2B
Discretionary$3.2B
Non-Disc.$2B
Employees1,638
Clients28,400
DateMar 2017
Total AUM$4.4B
Discretionary$2.6B
Non-Disc.$1.8B
Employees1,722
Clients25,700
DateFeb 2017
Total AUM$4.4B
Discretionary$2.6B
Non-Disc.$1.8B
Employees1,722
Clients25,700
DateJan 2017
Total AUM$4.4B
Discretionary$2.6B
Non-Disc.$1.8B
Employees1,722
Clients25,700
DateJan 2017
Total AUM$4.4B
Discretionary$2.6B
Non-Disc.$1.8B
Employees1,722
Clients25,700
DateDec 2016
Total AUM$4.4B
Discretionary$2.6B
Non-Disc.$1.8B
Employees1,722
Clients25,700
DateDec 2016
Total AUM$4.4B
Discretionary$2.6B
Non-Disc.$1.8B
Employees1,722
Clients25,700
DateNov 2016
Total AUM$4.4B
Discretionary$2.6B
Non-Disc.$1.8B
Employees1,722
Clients25,700
DateNov 2016
Total AUM$4.4B
Discretionary$2.6B
Non-Disc.$1.8B
Employees1,722
Clients25,700
DateAug 2016
Total AUM$4.4B
Discretionary$2.6B
Non-Disc.$1.8B
Employees1,722
Clients25,700
DateAug 2016
Total AUM$4.4B
Discretionary$2.6B
Non-Disc.$1.8B
Employees1,722
Clients25,700
DateJun 2016
Total AUM$4.4B
Discretionary$2.6B
Non-Disc.$1.8B
Employees1,722
Clients25,700
DateApr 2016
Total AUM$4.4B
Discretionary$2.6B
Non-Disc.$1.8B
Employees1,722
Clients25,700
DateMar 2016
Total AUM$4.4B
Discretionary$2.6B
Non-Disc.$1.8B
Employees1,722
Clients25,700
DateFeb 2016
Total AUM$4B
Discretionary$2.4B
Non-Disc.$1.5B
Employees1,670
Clients23,280
DateOct 2015
Total AUM$4B
Discretionary$2.4B
Non-Disc.$1.5B
Employees1,670
Clients23,280
DateSep 2015
Total AUM$4B
Discretionary$2.4B
Non-Disc.$1.5B
Employees1,670
Clients23,280
DateMar 2015
Total AUM$4B
Discretionary$2.4B
Non-Disc.$1.5B
Employees1,670
Clients23,280
DateDec 2014
Total AUM$3.5B
Discretionary$2B
Non-Disc.$1.4B
Employees1,470
Clients24,200
DateOct 2014
Total AUM$3.5B
Discretionary$2B
Non-Disc.$1.4B
Employees1,470
Clients24,200
DateAug 2014
Total AUM$3.5B
Discretionary$2B
Non-Disc.$1.4B
Employees1,470
Clients24,200
DateMay 2014
Total AUM$3.5B
Discretionary$2B
Non-Disc.$1.4B
Employees1,470
Clients24,200
DateMar 2014
Total AUM$3.5B
Discretionary$2B
Non-Disc.$1.4B
Employees1,470
Clients24,200
DateDec 2013
Total AUM$2.6B
Discretionary$1.3B
Non-Disc.$1.2B
Employees1,420
Clients20,800
DateSep 2013
Total AUM$2.6B
Discretionary$1.3B
Non-Disc.$1.2B
Employees1,420
Clients20,800
DateMay 2013
Total AUM$2.6B
Discretionary$1.3B
Non-Disc.$1.2B
Employees1,420
Clients20,800
DateApr 2013
Total AUM$2.6B
Discretionary$1.3B
Non-Disc.$1.2B
Employees1,420
Clients20,800
DateJan 2013
Total AUM$2B
Discretionary$1.1B
Non-Disc.$987.1M
Employees970
Clients19,400
DateDec 2012
Total AUM$2B
Discretionary$1.1B
Non-Disc.$987.1M
Employees970
Clients19,400
DateOct 2012
Total AUM$2B
Discretionary$1.1B
Non-Disc.$987.1M
Employees501
Clients19,400
DateJun 2012
Total AUM$2B
Discretionary$1.1B
Non-Disc.$987.1M
Employees501
Clients19,400
DateJun 2012
Total AUM$2B
Discretionary$1.1B
Non-Disc.$987.1M
Employees501
Clients19,400
DateApr 2012
Total AUM$2B
Discretionary$1.1B
Non-Disc.$987.1M
Employees501
Clients19,400
DateMar 2012
Total AUM$2B
Discretionary$1.1B
Non-Disc.$987.1M
Employees501
Clients19,400
DateNov 2011
Total AUM$2B
Discretionary$975.5M
Non-Disc.$1B
Employees501
Clients10,500
DateJul 2011
Total AUM$2B
Discretionary$975.5M
Non-Disc.$1B
Employees501
Clients--
DateMay 2011
Total AUM$2B
Discretionary$975.5M
Non-Disc.$1B
Employees501
Clients--
DateMay 2011
Total AUM$2B
Discretionary$975.5M
Non-Disc.$1B
Employees501
Clients--
DateApr 2011
Total AUM$2B
Discretionary$975.5M
Non-Disc.$1B
Employees501
Clients--
DateMar 2011
Total AUM$2B
Discretionary$975.5M
Non-Disc.$1B
Employees501
Clients--
DateMar 2011
Total AUM$1.5B
Discretionary$691.7M
Non-Disc.$762.3M
Employees501
Clients--
DateMar 2011
Total AUM$1.5B
Discretionary$691.7M
Non-Disc.$762.3M
Employees501
Clients--
DateMar 2011
Total AUM$1.5B
Discretionary$691.7M
Non-Disc.$762.3M
Employees501
Clients--
DateFeb 2011
Total AUM$1.5B
Discretionary$691.7M
Non-Disc.$762.3M
Employees501
Clients--
DateNov 2010
Total AUM$1.5B
Discretionary$691.7M
Non-Disc.$762.3M
Employees501
Clients--
DateJul 2010
Total AUM$1.5B
Discretionary$691.7M
Non-Disc.$762.3M
Employees501
Clients--
DateMay 2010
Total AUM$1.5B
Discretionary$691.7M
Non-Disc.$762.3M
Employees501
Clients--
DateMar 2010
Total AUM$1.5B
Discretionary$691.7M
Non-Disc.$762.3M
Employees501
Clients--
DateMar 2010
Total AUM$1.5B
Discretionary$691.7M
Non-Disc.$762.3M
Employees501
Clients--
DateApr 2009
Total AUM$1.7B
Discretionary$608.1M
Non-Disc.$1.1B
Employees501
Clients--
DateMar 2008
Total AUM$2.2B
Discretionary$611.8M
Non-Disc.$1.6B
Employees501
Clients--
DateNov 2007
Total AUM$1.2B
Discretionary$369.7M
Non-Disc.$862.6M
Employees501
Clients--
DateOct 2007
Total AUM$1.2B
Discretionary$369.7M
Non-Disc.$862.6M
Employees501
Clients--
DateAug 2007
Total AUM$1.2B
Discretionary$369.7M
Non-Disc.$862.6M
Employees501
Clients--
DateApr 2007
Total AUM$1.2B
Discretionary$369.7M
Non-Disc.$862.6M
Employees501
Clients--
DateMar 2007
Total AUM$1.2B
Discretionary$369.7M
Non-Disc.$862.6M
Employees501
Clients--
DateFeb 2007
Total AUM$614.1M
Discretionary$38M
Non-Disc.$576.1M
Employees501
Clients--
DateNov 2006
Total AUM$614.1M
Discretionary$38M
Non-Disc.$576.1M
Employees501
Clients--
DateMar 2006
Total AUM$614.1M
Discretionary$38M
Non-Disc.$576.1M
Employees501
Clients--
DateJan 2006
Total AUM$614.1M
Discretionary$38M
Non-Disc.$576.1M
Employees501
Clients--
DateOct 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--