SYNOVUS SECURITIES, INC.
CRD #14023 SEC #801-19690 COLUMBUS, GA 706-649-2327
SEC Registered Broker-Dealer Disclosures
Total AUM
$7.1B
Discretionary
$4.1B
Employees
287
Clients
--
Accounts
11,990
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $7.1B | $4.1B | $3B | 287 | 100 |
| Nov 2025 | $7.1B | $4.1B | $3B | 287 | 100 |
| Mar 2025 | $7.1B | $4.1B | $3B | 287 | 100 |
| Dec 2024 | $6.2B | $3.8B | $2.5B | 292 | 100 |
| Mar 2024 | $6.2B | $3.8B | $2.5B | 292 | 100 |
| Oct 2023 | $5.8B | $3.4B | $2.4B | 298 | 150 |
| Mar 2023 | $5.8B | $3.4B | $2.4B | 298 | 150 |
| Mar 2023 | $6.3B | $2.9B | $3.4B | 295 | 100 |
| Jan 2023 | $6.3B | $2.9B | $3.4B | 295 | 100 |
| Nov 2022 | $6.3B | $2.9B | $3.4B | 295 | 100 |
| Nov 2022 | $6.3B | $2.9B | $3.4B | 295 | 100 |
| May 2022 | $6.3B | $2.9B | $3.4B | 295 | 100 |
| Mar 2022 | $6.3B | $2.9B | $3.4B | 295 | 100 |
| Jan 2022 | $4.8B | $2.2B | $2.5B | 275 | 100 |
| Jul 2021 | $4.8B | $2.2B | $2.5B | 275 | 100 |
| Mar 2021 | $4.8B | $2.2B | $2.5B | 275 | 100 |
| Nov 2020 | $3.8B | $1.8B | $1.9B | 268 | 8,624 |
| Oct 2020 | $3.8B | $1.8B | $1.9B | 268 | 8,624 |
| Jul 2020 | $3.8B | $1.8B | $1.9B | 268 | 8,624 |
| Jun 2020 | $3.8B | $1.8B | $1.9B | 268 | 8,624 |
| Mar 2020 | $3.8B | $1.8B | $1.9B | 268 | 8,624 |
| Dec 2019 | $2.7B | $1.1B | $1.6B | 232 | 7,067 |
| Mar 2019 | $2.7B | $1.1B | $1.6B | 232 | 7,067 |
| Jun 2018 | $2.6B | $1.1B | $1.5B | 219 | 0 |
| May 2018 | $2.6B | $1.1B | $1.5B | 219 | 0 |
| Apr 2018 | $2.6B | $1.1B | $1.5B | 219 | 0 |
| Apr 2018 | $2.6B | $1.1B | $1.5B | 219 | 0 |
| Mar 2018 | $2B | $936.8M | $1.1B | 205 | 0 |
| Nov 2017 | $2B | $936.8M | $1.1B | 205 | 0 |
| Aug 2017 | $2B | $936.8M | $1.1B | 205 | 4,600 |
| Aug 2017 | $2B | $936.8M | $1.1B | 205 | 4,600 |
| Aug 2017 | $2B | $936.8M | $1.1B | 205 | 4,600 |
| Jul 2017 | $2B | $936.8M | $1.1B | 205 | 4,600 |
| Jul 2017 | $2B | $936.8M | $1.1B | 205 | 4,600 |
| Jun 2017 | $2B | $936.8M | $1.1B | 205 | 4,600 |
| Jun 2017 | $2B | $936.8M | $1.1B | 205 | 4,600 |
| Mar 2017 | $2B | $936.8M | $1.1B | 205 | 4,600 |
| Oct 2016 | $1.7B | $803.6M | $906.8M | 191 | 3,900 |
| Jun 2016 | $1.7B | $803.6M | $906.8M | 191 | 3,900 |
| Mar 2016 | $1.7B | $803.6M | $906.8M | 191 | 3,900 |
| Nov 2015 | $1.7B | $821.8M | $876M | 184 | 3,600 |
| Sep 2015 | $1.7B | $821.8M | $876M | 184 | 3,600 |
| Jul 2015 | $1.7B | $821.8M | $876M | 184 | 3,600 |
| Mar 2015 | $1.7B | $821.8M | $876M | 184 | 3,600 |
| Mar 2014 | $1.4B | $732.3M | $703.2M | 175 | 3,200 |
| Jan 2014 | $1.3B | $621.8M | $656.8M | 197 | 2,900 |
| Sep 2013 | $1.3B | $621.8M | $656.8M | 197 | 2,900 |
| Aug 2013 | $1.3B | $621.8M | $656.8M | 197 | 2,900 |
| Jul 2013 | $1.3B | $621.8M | $656.8M | 197 | 2,900 |
| May 2013 | $1.3B | $621.8M | $656.8M | 197 | 2,900 |
| May 2013 | $1.3B | $621.8M | $656.8M | 197 | 2,900 |
| Apr 2013 | $1.3B | $621.8M | $656.8M | 197 | 2,900 |
| Apr 2013 | $1.3B | $621.8M | $656.8M | 197 | 2,900 |
| Apr 2013 | $1.3B | $621.8M | $656.8M | 197 | 2,900 |
| Nov 2012 | $1.1B | $557.4M | $535.7M | 199 | 2,600 |
| Nov 2012 | $1.1B | $557.4M | $535.7M | 199 | 2,600 |
| Sep 2012 | $1.1B | $557.4M | $535.7M | 51 | 2,600 |
| Aug 2012 | $1.1B | $557.4M | $535.7M | 51 | 2,600 |
| Aug 2012 | $1.1B | $557.4M | $535.7M | 51 | 2,600 |
| Aug 2012 | $1.1B | $557.4M | $535.7M | 51 | 2,600 |
| Aug 2012 | $1.1B | $557.4M | $535.7M | 51 | 2,600 |
| Jun 2012 | $1.1B | $557.4M | $535.7M | 51 | 2,600 |
| Jun 2012 | $1.1B | $557.4M | $535.7M | 51 | 2,600 |
| Apr 2012 | $1.1B | $557.4M | $535.7M | 51 | 2,600 |
| Mar 2012 | $1.1B | $557.4M | $535.7M | 51 | 2,600 |
| Aug 2011 | $764.4M | $503M | $261.4M | 51 | -- |
| Aug 2011 | $764.4M | $503M | $261.4M | 51 | -- |
| Aug 2011 | $764.4M | $503M | $261.4M | 51 | -- |
| Aug 2011 | $764.4M | $503M | $261.4M | 51 | -- |
| Jun 2011 | $764.4M | $503M | $261.4M | 51 | -- |
| May 2011 | $764.4M | $503M | $261.4M | 51 | -- |
| May 2011 | $764.4M | $503M | $261.4M | 51 | -- |
| Apr 2011 | $764.4M | $503M | $261.4M | 51 | -- |
| Apr 2011 | $764.4M | $503M | $261.4M | 51 | -- |
| Apr 2011 | $764.4M | $503M | $261.4M | 51 | -- |
| Mar 2011 | $764.4M | $503M | $261.4M | 51 | -- |
| Feb 2011 | $117.5M | $53.7M | $63.9M | 51 | -- |
| Feb 2011 | $117.5M | $53.7M | $63.9M | 51 | -- |
| Jan 2011 | $117.5M | $53.7M | $63.9M | 51 | -- |
| Dec 2010 | $117.5M | $53.7M | $63.9M | 51 | -- |
| Nov 2010 | $117.5M | $53.7M | $63.9M | 51 | -- |
| Sep 2010 | $117.5M | $53.7M | $63.9M | 51 | -- |
| Jul 2010 | $117.5M | $53.7M | $63.9M | 51 | -- |
| Jun 2010 | $117.5M | $53.7M | $63.9M | 51 | -- |
| Jun 2010 | $117.5M | $53.7M | $63.9M | 51 | -- |
| May 2010 | $117.5M | $53.7M | $63.9M | 51 | -- |
| May 2010 | $117.5M | $53.7M | $63.9M | 51 | -- |
| Apr 2010 | $117.5M | $53.7M | $63.9M | 51 | -- |
| Mar 2010 | $117.5M | $53.7M | $63.9M | 51 | -- |
| Mar 2010 | $117.5M | $53.7M | $63.9M | 51 | -- |
| Oct 2009 | $107M | $43.1M | $63.9M | 51 | -- |
| Oct 2009 | $107M | $43.1M | $63.9M | 51 | -- |
| Sep 2009 | $107M | $43.1M | $63.9M | 51 | -- |
| Apr 2009 | $107M | $43.1M | $63.9M | 51 | -- |
| Apr 2009 | $107M | $43.1M | $63.9M | 51 | -- |
| Mar 2009 | $107M | $43.1M | $63.9M | 51 | -- |
| Mar 2008 | $192.8M | $68.8M | $124.1M | 51 | -- |
| Mar 2008 | $192.8M | $68.8M | $124.1M | 51 | -- |
| Aug 2007 | $192.8M | $68.8M | $124.1M | 51 | -- |
| May 2007 | $192.8M | $68.8M | $124.1M | 51 | -- |
| Mar 2007 | $192.8M | $68.8M | $124.1M | 51 | -- |
| Mar 2006 | $383.1M | $262.7M | $120.4M | 51 | -- |
| May 2005 | $681.8M | $258.8M | $423M | 251 | -- |
| Jan 2005 | $2.8B | $245.5M | $2.6B | 251 | -- |
| Jan 2005 | $2.8B | $245.5M | $2.6B | 251 | -- |
| Sep 2004 | $2.8B | $245.5M | $2.6B | 251 | -- |
| Sep 2004 | $2.8B | $245.5M | $2.6B | 251 | -- |
| Jun 2004 | $2.8B | $245.5M | $2.6B | 251 | -- |
| Oct 2003 | $2.6B | $58.3M | $2.5B | 51 | -- |
| Apr 2002 | $2.5B | $40.8M | $2.4B | 51 | -- |
| Nov 2001 | $1.4B | $45.6M | $1.3B | 51 | -- |
| Oct 2001 | $1.4B | $45.6M | $1.3B | 51 | -- |
| Aug 2001 | $1.4B | $45.6M | $1.3B | 51 | -- |
| Jun 2001 | $1.4B | $45.6M | $1.3B | 51 | -- |
DateNov 2025
Total AUM$7.1B
Discretionary$4.1B
Non-Disc.$3B
Employees287
Clients100
DateNov 2025
Total AUM$7.1B
Discretionary$4.1B
Non-Disc.$3B
Employees287
Clients100
DateMar 2025
Total AUM$7.1B
Discretionary$4.1B
Non-Disc.$3B
Employees287
Clients100
DateDec 2024
Total AUM$6.2B
Discretionary$3.8B
Non-Disc.$2.5B
Employees292
Clients100
DateMar 2024
Total AUM$6.2B
Discretionary$3.8B
Non-Disc.$2.5B
Employees292
Clients100
DateOct 2023
Total AUM$5.8B
Discretionary$3.4B
Non-Disc.$2.4B
Employees298
Clients150
DateMar 2023
Total AUM$5.8B
Discretionary$3.4B
Non-Disc.$2.4B
Employees298
Clients150
DateMar 2023
Total AUM$6.3B
Discretionary$2.9B
Non-Disc.$3.4B
Employees295
Clients100
DateJan 2023
Total AUM$6.3B
Discretionary$2.9B
Non-Disc.$3.4B
Employees295
Clients100
DateNov 2022
Total AUM$6.3B
Discretionary$2.9B
Non-Disc.$3.4B
Employees295
Clients100
DateNov 2022
Total AUM$6.3B
Discretionary$2.9B
Non-Disc.$3.4B
Employees295
Clients100
DateMay 2022
Total AUM$6.3B
Discretionary$2.9B
Non-Disc.$3.4B
Employees295
Clients100
DateMar 2022
Total AUM$6.3B
Discretionary$2.9B
Non-Disc.$3.4B
Employees295
Clients100
DateJan 2022
Total AUM$4.8B
Discretionary$2.2B
Non-Disc.$2.5B
Employees275
Clients100
DateJul 2021
Total AUM$4.8B
Discretionary$2.2B
Non-Disc.$2.5B
Employees275
Clients100
DateMar 2021
Total AUM$4.8B
Discretionary$2.2B
Non-Disc.$2.5B
Employees275
Clients100
DateNov 2020
Total AUM$3.8B
Discretionary$1.8B
Non-Disc.$1.9B
Employees268
Clients8,624
DateOct 2020
Total AUM$3.8B
Discretionary$1.8B
Non-Disc.$1.9B
Employees268
Clients8,624
DateJul 2020
Total AUM$3.8B
Discretionary$1.8B
Non-Disc.$1.9B
Employees268
Clients8,624
DateJun 2020
Total AUM$3.8B
Discretionary$1.8B
Non-Disc.$1.9B
Employees268
Clients8,624
DateMar 2020
Total AUM$3.8B
Discretionary$1.8B
Non-Disc.$1.9B
Employees268
Clients8,624
DateDec 2019
Total AUM$2.7B
Discretionary$1.1B
Non-Disc.$1.6B
Employees232
Clients7,067
DateMar 2019
Total AUM$2.7B
Discretionary$1.1B
Non-Disc.$1.6B
Employees232
Clients7,067
DateJun 2018
Total AUM$2.6B
Discretionary$1.1B
Non-Disc.$1.5B
Employees219
Clients0
DateMay 2018
Total AUM$2.6B
Discretionary$1.1B
Non-Disc.$1.5B
Employees219
Clients0
DateApr 2018
Total AUM$2.6B
Discretionary$1.1B
Non-Disc.$1.5B
Employees219
Clients0
DateApr 2018
Total AUM$2.6B
Discretionary$1.1B
Non-Disc.$1.5B
Employees219
Clients0
DateMar 2018
Total AUM$2B
Discretionary$936.8M
Non-Disc.$1.1B
Employees205
Clients0
DateNov 2017
Total AUM$2B
Discretionary$936.8M
Non-Disc.$1.1B
Employees205
Clients0
DateAug 2017
Total AUM$2B
Discretionary$936.8M
Non-Disc.$1.1B
Employees205
Clients4,600
DateAug 2017
Total AUM$2B
Discretionary$936.8M
Non-Disc.$1.1B
Employees205
Clients4,600
DateAug 2017
Total AUM$2B
Discretionary$936.8M
Non-Disc.$1.1B
Employees205
Clients4,600
DateJul 2017
Total AUM$2B
Discretionary$936.8M
Non-Disc.$1.1B
Employees205
Clients4,600
DateJul 2017
Total AUM$2B
Discretionary$936.8M
Non-Disc.$1.1B
Employees205
Clients4,600
DateJun 2017
Total AUM$2B
Discretionary$936.8M
Non-Disc.$1.1B
Employees205
Clients4,600
DateJun 2017
Total AUM$2B
Discretionary$936.8M
Non-Disc.$1.1B
Employees205
Clients4,600
DateMar 2017
Total AUM$2B
Discretionary$936.8M
Non-Disc.$1.1B
Employees205
Clients4,600
DateOct 2016
Total AUM$1.7B
Discretionary$803.6M
Non-Disc.$906.8M
Employees191
Clients3,900
DateJun 2016
Total AUM$1.7B
Discretionary$803.6M
Non-Disc.$906.8M
Employees191
Clients3,900
DateMar 2016
Total AUM$1.7B
Discretionary$803.6M
Non-Disc.$906.8M
Employees191
Clients3,900
DateNov 2015
Total AUM$1.7B
Discretionary$821.8M
Non-Disc.$876M
Employees184
Clients3,600
DateSep 2015
Total AUM$1.7B
Discretionary$821.8M
Non-Disc.$876M
Employees184
Clients3,600
DateJul 2015
Total AUM$1.7B
Discretionary$821.8M
Non-Disc.$876M
Employees184
Clients3,600
DateMar 2015
Total AUM$1.7B
Discretionary$821.8M
Non-Disc.$876M
Employees184
Clients3,600
DateMar 2014
Total AUM$1.4B
Discretionary$732.3M
Non-Disc.$703.2M
Employees175
Clients3,200
DateJan 2014
Total AUM$1.3B
Discretionary$621.8M
Non-Disc.$656.8M
Employees197
Clients2,900
DateSep 2013
Total AUM$1.3B
Discretionary$621.8M
Non-Disc.$656.8M
Employees197
Clients2,900
DateAug 2013
Total AUM$1.3B
Discretionary$621.8M
Non-Disc.$656.8M
Employees197
Clients2,900
DateJul 2013
Total AUM$1.3B
Discretionary$621.8M
Non-Disc.$656.8M
Employees197
Clients2,900
DateMay 2013
Total AUM$1.3B
Discretionary$621.8M
Non-Disc.$656.8M
Employees197
Clients2,900
DateMay 2013
Total AUM$1.3B
Discretionary$621.8M
Non-Disc.$656.8M
Employees197
Clients2,900
DateApr 2013
Total AUM$1.3B
Discretionary$621.8M
Non-Disc.$656.8M
Employees197
Clients2,900
DateApr 2013
Total AUM$1.3B
Discretionary$621.8M
Non-Disc.$656.8M
Employees197
Clients2,900
DateApr 2013
Total AUM$1.3B
Discretionary$621.8M
Non-Disc.$656.8M
Employees197
Clients2,900
DateNov 2012
Total AUM$1.1B
Discretionary$557.4M
Non-Disc.$535.7M
Employees199
Clients2,600
DateNov 2012
Total AUM$1.1B
Discretionary$557.4M
Non-Disc.$535.7M
Employees199
Clients2,600
DateSep 2012
Total AUM$1.1B
Discretionary$557.4M
Non-Disc.$535.7M
Employees51
Clients2,600
DateAug 2012
Total AUM$1.1B
Discretionary$557.4M
Non-Disc.$535.7M
Employees51
Clients2,600
DateAug 2012
Total AUM$1.1B
Discretionary$557.4M
Non-Disc.$535.7M
Employees51
Clients2,600
DateAug 2012
Total AUM$1.1B
Discretionary$557.4M
Non-Disc.$535.7M
Employees51
Clients2,600
DateAug 2012
Total AUM$1.1B
Discretionary$557.4M
Non-Disc.$535.7M
Employees51
Clients2,600
DateJun 2012
Total AUM$1.1B
Discretionary$557.4M
Non-Disc.$535.7M
Employees51
Clients2,600
DateJun 2012
Total AUM$1.1B
Discretionary$557.4M
Non-Disc.$535.7M
Employees51
Clients2,600
DateApr 2012
Total AUM$1.1B
Discretionary$557.4M
Non-Disc.$535.7M
Employees51
Clients2,600
DateMar 2012
Total AUM$1.1B
Discretionary$557.4M
Non-Disc.$535.7M
Employees51
Clients2,600
DateAug 2011
Total AUM$764.4M
Discretionary$503M
Non-Disc.$261.4M
Employees51
Clients--
DateAug 2011
Total AUM$764.4M
Discretionary$503M
Non-Disc.$261.4M
Employees51
Clients--
DateAug 2011
Total AUM$764.4M
Discretionary$503M
Non-Disc.$261.4M
Employees51
Clients--
DateAug 2011
Total AUM$764.4M
Discretionary$503M
Non-Disc.$261.4M
Employees51
Clients--
DateJun 2011
Total AUM$764.4M
Discretionary$503M
Non-Disc.$261.4M
Employees51
Clients--
DateMay 2011
Total AUM$764.4M
Discretionary$503M
Non-Disc.$261.4M
Employees51
Clients--
DateMay 2011
Total AUM$764.4M
Discretionary$503M
Non-Disc.$261.4M
Employees51
Clients--
DateApr 2011
Total AUM$764.4M
Discretionary$503M
Non-Disc.$261.4M
Employees51
Clients--
DateApr 2011
Total AUM$764.4M
Discretionary$503M
Non-Disc.$261.4M
Employees51
Clients--
DateApr 2011
Total AUM$764.4M
Discretionary$503M
Non-Disc.$261.4M
Employees51
Clients--
DateMar 2011
Total AUM$764.4M
Discretionary$503M
Non-Disc.$261.4M
Employees51
Clients--
DateFeb 2011
Total AUM$117.5M
Discretionary$53.7M
Non-Disc.$63.9M
Employees51
Clients--
DateFeb 2011
Total AUM$117.5M
Discretionary$53.7M
Non-Disc.$63.9M
Employees51
Clients--
DateJan 2011
Total AUM$117.5M
Discretionary$53.7M
Non-Disc.$63.9M
Employees51
Clients--
DateDec 2010
Total AUM$117.5M
Discretionary$53.7M
Non-Disc.$63.9M
Employees51
Clients--
DateNov 2010
Total AUM$117.5M
Discretionary$53.7M
Non-Disc.$63.9M
Employees51
Clients--
DateSep 2010
Total AUM$117.5M
Discretionary$53.7M
Non-Disc.$63.9M
Employees51
Clients--
DateJul 2010
Total AUM$117.5M
Discretionary$53.7M
Non-Disc.$63.9M
Employees51
Clients--
DateJun 2010
Total AUM$117.5M
Discretionary$53.7M
Non-Disc.$63.9M
Employees51
Clients--
DateJun 2010
Total AUM$117.5M
Discretionary$53.7M
Non-Disc.$63.9M
Employees51
Clients--
DateMay 2010
Total AUM$117.5M
Discretionary$53.7M
Non-Disc.$63.9M
Employees51
Clients--
DateMay 2010
Total AUM$117.5M
Discretionary$53.7M
Non-Disc.$63.9M
Employees51
Clients--
DateApr 2010
Total AUM$117.5M
Discretionary$53.7M
Non-Disc.$63.9M
Employees51
Clients--
DateMar 2010
Total AUM$117.5M
Discretionary$53.7M
Non-Disc.$63.9M
Employees51
Clients--
DateMar 2010
Total AUM$117.5M
Discretionary$53.7M
Non-Disc.$63.9M
Employees51
Clients--
DateOct 2009
Total AUM$107M
Discretionary$43.1M
Non-Disc.$63.9M
Employees51
Clients--
DateOct 2009
Total AUM$107M
Discretionary$43.1M
Non-Disc.$63.9M
Employees51
Clients--
DateSep 2009
Total AUM$107M
Discretionary$43.1M
Non-Disc.$63.9M
Employees51
Clients--
DateApr 2009
Total AUM$107M
Discretionary$43.1M
Non-Disc.$63.9M
Employees51
Clients--
DateApr 2009
Total AUM$107M
Discretionary$43.1M
Non-Disc.$63.9M
Employees51
Clients--
DateMar 2009
Total AUM$107M
Discretionary$43.1M
Non-Disc.$63.9M
Employees51
Clients--
DateMar 2008
Total AUM$192.8M
Discretionary$68.8M
Non-Disc.$124.1M
Employees51
Clients--
DateMar 2008
Total AUM$192.8M
Discretionary$68.8M
Non-Disc.$124.1M
Employees51
Clients--
DateAug 2007
Total AUM$192.8M
Discretionary$68.8M
Non-Disc.$124.1M
Employees51
Clients--
DateMay 2007
Total AUM$192.8M
Discretionary$68.8M
Non-Disc.$124.1M
Employees51
Clients--
DateMar 2007
Total AUM$192.8M
Discretionary$68.8M
Non-Disc.$124.1M
Employees51
Clients--
DateMar 2006
Total AUM$383.1M
Discretionary$262.7M
Non-Disc.$120.4M
Employees51
Clients--
DateMay 2005
Total AUM$681.8M
Discretionary$258.8M
Non-Disc.$423M
Employees251
Clients--
DateJan 2005
Total AUM$2.8B
Discretionary$245.5M
Non-Disc.$2.6B
Employees251
Clients--
DateJan 2005
Total AUM$2.8B
Discretionary$245.5M
Non-Disc.$2.6B
Employees251
Clients--
DateSep 2004
Total AUM$2.8B
Discretionary$245.5M
Non-Disc.$2.6B
Employees251
Clients--
DateSep 2004
Total AUM$2.8B
Discretionary$245.5M
Non-Disc.$2.6B
Employees251
Clients--
DateJun 2004
Total AUM$2.8B
Discretionary$245.5M
Non-Disc.$2.6B
Employees251
Clients--
DateOct 2003
Total AUM$2.6B
Discretionary$58.3M
Non-Disc.$2.5B
Employees51
Clients--
DateApr 2002
Total AUM$2.5B
Discretionary$40.8M
Non-Disc.$2.4B
Employees51
Clients--
DateNov 2001
Total AUM$1.4B
Discretionary$45.6M
Non-Disc.$1.3B
Employees51
Clients--
DateOct 2001
Total AUM$1.4B
Discretionary$45.6M
Non-Disc.$1.3B
Employees51
Clients--
DateAug 2001
Total AUM$1.4B
Discretionary$45.6M
Non-Disc.$1.3B
Employees51
Clients--
DateJun 2001
Total AUM$1.4B
Discretionary$45.6M
Non-Disc.$1.3B
Employees51
Clients--