THRIVENT INVESTMENT MANAGEMENT INC.
CRD #18387 SEC #801-29618 MINNEAPOLIS, MN 800-847-4836
SEC Registered Broker-Dealer Disclosures
Total AUM
$17.5B
Discretionary
$7.1B
Employees
3,846
Clients
--
Accounts
48,940
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $17.5B | $7.1B | $10.4B | 3,846 | 64,967 |
| Nov 2025 | $17.5B | $7.1B | $10.4B | 3,846 | 64,967 |
| Oct 2025 | $17.5B | $7.1B | $10.4B | 3,846 | 64,967 |
| Sep 2025 | $17.5B | $7.1B | $10.4B | 3,846 | 64,967 |
| Jun 2025 | $17.5B | $7.1B | $10.4B | 3,846 | 64,967 |
| Apr 2025 | $17.5B | $7.1B | $10.4B | 3,846 | 64,967 |
| Mar 2025 | $17.5B | $7.1B | $10.4B | 3,846 | 64,967 |
| Jan 2025 | $14.8B | $5.5B | $9.4B | 3,596 | 56,805 |
| Dec 2024 | $14.8B | $5.5B | $9.4B | 3,596 | 56,805 |
| Oct 2024 | $14.8B | $5.5B | $9.4B | 3,596 | 56,805 |
| Aug 2024 | $14.8B | $5.5B | $9.4B | 3,596 | 56,805 |
| Jun 2024 | $14.8B | $5.5B | $9.4B | 3,596 | 56,805 |
| Jun 2024 | $14.8B | $5.5B | $9.4B | 3,596 | 56,805 |
| Apr 2024 | $14.8B | $5.5B | $9.4B | 3,596 | 56,805 |
| Mar 2024 | $14.8B | $5.5B | $9.4B | 3,596 | 56,805 |
| Feb 2024 | $12.5B | $4B | $8.5B | 3,548 | 40,131 |
| Jan 2024 | $12.5B | $4B | $8.5B | 3,548 | 40,131 |
| Jan 2024 | $12.5B | $4B | $8.5B | 3,548 | 40,131 |
| Jul 2023 | $12.5B | $4B | $8.5B | 3,548 | 40,131 |
| May 2023 | $12.5B | $4B | $8.5B | 3,548 | 40,131 |
| Apr 2023 | $12.5B | $4B | $8.5B | 3,548 | 40,131 |
| Mar 2023 | $12.5B | $4B | $8.5B | 3,548 | 40,131 |
| Feb 2023 | $13.5B | $3.3B | $10.2B | 3,507 | 46,616 |
| Feb 2023 | $13.5B | $3.3B | $10.2B | 3,507 | 46,616 |
| Jan 2023 | $13.5B | $3.3B | $10.2B | 3,507 | 46,616 |
| Dec 2022 | $13.5B | $3.3B | $10.2B | 3,507 | 46,616 |
| Nov 2022 | $13.5B | $3.3B | $10.2B | 3,507 | 46,616 |
| Nov 2022 | $13.5B | $3.3B | $10.2B | 3,507 | 46,616 |
| Oct 2022 | $13.5B | $3.3B | $10.2B | 3,507 | 46,616 |
| Aug 2022 | $13.5B | $3.3B | $10.2B | 3,507 | 46,616 |
| Apr 2022 | $13.5B | $3.3B | $10.2B | 3,507 | 46,616 |
| Mar 2022 | $13.5B | $3.3B | $10.2B | 3,507 | 46,616 |
| Jan 2022 | $10.7B | $2.1B | $8.6B | 3,610 | 36,617 |
| Dec 2021 | $10.7B | $2.1B | $8.6B | 3,610 | 36,617 |
| Oct 2021 | $10.7B | $2.1B | $8.6B | 3,610 | 36,617 |
| Aug 2021 | $10.7B | $2.1B | $8.6B | 3,610 | 36,617 |
| Jul 2021 | $10.7B | $2.1B | $8.6B | 3,610 | 36,617 |
| Jun 2021 | $10.7B | $2.1B | $8.6B | 3,610 | 36,617 |
| May 2021 | $10.7B | $2.1B | $8.6B | 3,610 | 36,617 |
| Mar 2021 | $10.7B | $2.1B | $8.6B | 3,610 | 36,617 |
| Jan 2021 | $11.3B | $2.4B | $8.9B | 3,494 | 32,135 |
| Jan 2021 | $11.3B | $2.4B | $8.9B | 3,494 | 32,135 |
| Dec 2020 | $11.3B | $2.4B | $8.9B | 3,494 | 32,135 |
| Oct 2020 | $11.3B | $2.4B | $8.9B | 3,494 | 32,135 |
| Sep 2020 | $11.3B | $2.4B | $8.9B | 3,494 | 32,135 |
| Aug 2020 | $11.3B | $2.4B | $8.9B | 3,494 | 32,135 |
| Aug 2020 | $11.3B | $2.4B | $8.9B | 3,494 | 32,135 |
| Aug 2020 | $11.3B | $2.4B | $8.9B | 3,494 | 32,135 |
| Jun 2020 | $11.3B | $2.4B | $8.9B | 3,494 | 32,135 |
| Jun 2020 | $11.3B | $2.4B | $8.9B | 3,494 | 32,135 |
| May 2020 | $11.3B | $2.4B | $8.9B | 3,494 | 32,135 |
| Mar 2020 | $11.3B | $2.4B | $8.9B | 3,494 | 32,135 |
| Oct 2019 | $11.4B | $4.1B | $7.3B | 3,614 | 3,255 |
| Sep 2019 | $11.4B | $4.1B | $7.3B | 3,614 | 3,255 |
| Jul 2019 | $11.4B | $4.1B | $7.3B | 3,614 | 3,255 |
| May 2019 | $11.4B | $4.1B | $7.3B | 3,614 | 3,255 |
| Mar 2019 | $11.4B | $4.1B | $7.3B | 3,614 | 3,255 |
| Jan 2019 | $10.9B | $3.4B | $7.4B | 3,731 | 3,255 |
| Sep 2018 | $10.9B | $3.4B | $7.4B | 3,731 | 3,255 |
| Sep 2018 | $10.9B | $3.4B | $7.4B | 3,731 | 3,255 |
| Sep 2018 | $10.9B | $3.4B | $7.4B | 3,731 | 3,255 |
| May 2018 | $10.9B | $3.4B | $7.4B | 3,731 | 3,255 |
| May 2018 | $10.9B | $3.4B | $7.4B | 3,731 | 3,255 |
| Mar 2018 | $10.9B | $3.4B | $7.4B | 3,731 | 3,255 |
| Sep 2017 | $8.7B | $2.5B | $6.2B | 3,702 | 33,000 |
| Aug 2017 | $8.7B | $2.5B | $6.2B | 3,702 | 33,000 |
| Aug 2017 | $8.7B | $2.5B | $6.2B | 3,702 | 33,000 |
| Jul 2017 | $8.7B | $2.5B | $6.2B | 3,702 | 33,000 |
| Jul 2017 | $8.7B | $2.5B | $6.2B | 3,702 | 33,000 |
| Jul 2017 | $8.7B | $2.5B | $6.2B | 3,702 | 33,000 |
| Jun 2017 | $8.7B | $2.5B | $6.2B | 3,702 | 33,000 |
| May 2017 | $8.7B | $2.5B | $6.2B | 3,702 | 33,000 |
| Mar 2017 | $8.7B | $2.5B | $6.2B | 3,702 | 33,000 |
| Feb 2017 | $8B | $2B | $6B | 3,706 | 31,000 |
| Jan 2017 | $8B | $2B | $6B | 3,706 | 31,000 |
| Dec 2016 | $8B | $2B | $6B | 3,706 | 31,000 |
| Dec 2016 | $8B | $2B | $6B | 3,706 | 31,000 |
| Aug 2016 | $8B | $2B | $6B | 3,706 | 31,000 |
| Aug 2016 | $8B | $2B | $6B | 3,706 | 31,000 |
| Jun 2016 | $8B | $2B | $6B | 3,706 | 31,000 |
| Mar 2016 | $8B | $2B | $6B | 3,706 | 31,000 |
| Dec 2015 | $7.7B | $1.7B | $6.1B | 3,687 | 28,100 |
| Dec 2015 | $7.7B | $1.7B | $6.1B | 3,687 | 28,100 |
| Jun 2015 | $7.7B | $1.7B | $6.1B | 3,687 | 28,100 |
| May 2015 | $7.7B | $1.7B | $6.1B | 3,687 | 28,100 |
| Mar 2015 | $7.7B | $1.7B | $6.1B | 3,687 | 28,100 |
| Jan 2015 | $6.8B | $1.3B | $5.5B | 3,626 | 25,700 |
| Jan 2015 | $6.8B | $1.3B | $5.5B | 3,626 | 25,700 |
| Dec 2014 | $6.8B | $1.3B | $5.5B | 3,626 | 25,700 |
| Dec 2014 | $6.8B | $1.3B | $5.5B | 3,626 | 25,700 |
| Nov 2014 | $6.8B | $1.3B | $5.5B | 3,626 | 25,700 |
| May 2014 | $6.8B | $1.3B | $5.5B | 3,626 | 25,700 |
| Mar 2014 | $6.8B | $1.3B | $5.5B | 3,626 | 25,700 |
| Feb 2014 | $5.5B | $846.9M | $4.7B | 3,588 | 22,500 |
| Feb 2014 | $5.5B | $846.9M | $4.7B | 3,588 | 22,500 |
| Feb 2014 | $5.5B | $846.9M | $4.7B | 3,588 | 22,500 |
| Feb 2014 | $5.5B | $846.9M | $4.7B | 3,588 | 22,500 |
| Sep 2013 | $5.5B | $846.9M | $4.7B | 3,588 | 22,500 |
| Apr 2013 | $5.5B | $846.9M | $4.7B | 3,588 | 22,500 |
| Apr 2013 | $5.5B | $846.9M | $4.7B | 3,588 | 22,500 |
| Feb 2013 | $4.8B | $603.6M | $4.2B | 3,591 | 20,700 |
| Jan 2013 | $4.8B | $603.6M | $4.2B | 3,591 | 20,700 |
| Nov 2012 | $4.8B | $603.6M | $4.2B | 3,591 | 20,700 |
| Oct 2012 | $4.8B | $603.6M | $4.2B | -- | 20,700 |
| Oct 2012 | $4.8B | $603.6M | $4.2B | -- | 20,700 |
| Sep 2012 | $4.8B | $603.6M | $4.2B | -- | 20,700 |
| Sep 2012 | $4.8B | $603.6M | $4.2B | -- | 20,700 |
| Aug 2012 | $4.8B | $603.6M | $4.2B | -- | 20,700 |
| Jun 2012 | $4.8B | $603.6M | $4.2B | -- | 20,700 |
| May 2012 | $4.8B | $603.6M | $4.2B | -- | 20,700 |
| Apr 2012 | $4.8B | $603.6M | $4.2B | -- | 20,700 |
| Mar 2012 | $4.8B | $603.6M | $4.2B | -- | 20,700 |
| Jul 2011 | $4.9B | $576.3M | $4.3B | -- | -- |
| May 2011 | $4.9B | $576.3M | $4.3B | -- | -- |
| Mar 2011 | $4.9B | $576.3M | $4.3B | -- | -- |
| Feb 2011 | $4.2B | $311.8M | $3.9B | -- | -- |
| Feb 2011 | $4.2B | $311.8M | $3.9B | -- | -- |
| Jan 2011 | $4.2B | $311.8M | $3.9B | -- | -- |
| Oct 2010 | $4.2B | $311.8M | $3.9B | -- | -- |
| Aug 2010 | $4.2B | $311.8M | $3.9B | -- | -- |
| Sep 2009 | $3.3B | $176.8M | $3.2B | -- | -- |
| Apr 2009 | $3.3B | $176.8M | $3.2B | -- | -- |
| Mar 2009 | $3.3B | $176.8M | $3.2B | -- | -- |
| Feb 2009 | $4.2B | $36.6M | $4.1B | -- | -- |
| Feb 2008 | $2.6B | $0 | $2.6B | -- | -- |
| Jan 2008 | $2.6B | $0 | $2.6B | -- | -- |
| Jan 2008 | $2.6B | $0 | $2.6B | -- | -- |
| Nov 2007 | $2.6B | $0 | $2.6B | -- | -- |
| Oct 2007 | $2.6B | $0 | $2.6B | -- | -- |
| Mar 2007 | $2.6B | $0 | $2.6B | -- | -- |
| Jan 2007 | $1.1B | $0 | $1.1B | -- | -- |
| Nov 2006 | $1.1B | $0 | $1.1B | -- | -- |
| Feb 2006 | $1.1B | $0 | $1.1B | -- | -- |
| Jan 2006 | $1B | $0 | $1B | 501 | -- |
| Mar 2004 | $11.2B | $11.2B | $0 | 51 | -- |
| Dec 2003 | $10.8B | $10.8B | $0 | 51 | -- |
| May 2001 | $10.4B | $10.4B | $0 | 51 | -- |
DateDec 2025
Total AUM$17.5B
Discretionary$7.1B
Non-Disc.$10.4B
Employees3,846
Clients64,967
DateNov 2025
Total AUM$17.5B
Discretionary$7.1B
Non-Disc.$10.4B
Employees3,846
Clients64,967
DateOct 2025
Total AUM$17.5B
Discretionary$7.1B
Non-Disc.$10.4B
Employees3,846
Clients64,967
DateSep 2025
Total AUM$17.5B
Discretionary$7.1B
Non-Disc.$10.4B
Employees3,846
Clients64,967
DateJun 2025
Total AUM$17.5B
Discretionary$7.1B
Non-Disc.$10.4B
Employees3,846
Clients64,967
DateApr 2025
Total AUM$17.5B
Discretionary$7.1B
Non-Disc.$10.4B
Employees3,846
Clients64,967
DateMar 2025
Total AUM$17.5B
Discretionary$7.1B
Non-Disc.$10.4B
Employees3,846
Clients64,967
DateJan 2025
Total AUM$14.8B
Discretionary$5.5B
Non-Disc.$9.4B
Employees3,596
Clients56,805
DateDec 2024
Total AUM$14.8B
Discretionary$5.5B
Non-Disc.$9.4B
Employees3,596
Clients56,805
DateOct 2024
Total AUM$14.8B
Discretionary$5.5B
Non-Disc.$9.4B
Employees3,596
Clients56,805
DateAug 2024
Total AUM$14.8B
Discretionary$5.5B
Non-Disc.$9.4B
Employees3,596
Clients56,805
DateJun 2024
Total AUM$14.8B
Discretionary$5.5B
Non-Disc.$9.4B
Employees3,596
Clients56,805
DateJun 2024
Total AUM$14.8B
Discretionary$5.5B
Non-Disc.$9.4B
Employees3,596
Clients56,805
DateApr 2024
Total AUM$14.8B
Discretionary$5.5B
Non-Disc.$9.4B
Employees3,596
Clients56,805
DateMar 2024
Total AUM$14.8B
Discretionary$5.5B
Non-Disc.$9.4B
Employees3,596
Clients56,805
DateFeb 2024
Total AUM$12.5B
Discretionary$4B
Non-Disc.$8.5B
Employees3,548
Clients40,131
DateJan 2024
Total AUM$12.5B
Discretionary$4B
Non-Disc.$8.5B
Employees3,548
Clients40,131
DateJan 2024
Total AUM$12.5B
Discretionary$4B
Non-Disc.$8.5B
Employees3,548
Clients40,131
DateJul 2023
Total AUM$12.5B
Discretionary$4B
Non-Disc.$8.5B
Employees3,548
Clients40,131
DateMay 2023
Total AUM$12.5B
Discretionary$4B
Non-Disc.$8.5B
Employees3,548
Clients40,131
DateApr 2023
Total AUM$12.5B
Discretionary$4B
Non-Disc.$8.5B
Employees3,548
Clients40,131
DateMar 2023
Total AUM$12.5B
Discretionary$4B
Non-Disc.$8.5B
Employees3,548
Clients40,131
DateFeb 2023
Total AUM$13.5B
Discretionary$3.3B
Non-Disc.$10.2B
Employees3,507
Clients46,616
DateFeb 2023
Total AUM$13.5B
Discretionary$3.3B
Non-Disc.$10.2B
Employees3,507
Clients46,616
DateJan 2023
Total AUM$13.5B
Discretionary$3.3B
Non-Disc.$10.2B
Employees3,507
Clients46,616
DateDec 2022
Total AUM$13.5B
Discretionary$3.3B
Non-Disc.$10.2B
Employees3,507
Clients46,616
DateNov 2022
Total AUM$13.5B
Discretionary$3.3B
Non-Disc.$10.2B
Employees3,507
Clients46,616
DateNov 2022
Total AUM$13.5B
Discretionary$3.3B
Non-Disc.$10.2B
Employees3,507
Clients46,616
DateOct 2022
Total AUM$13.5B
Discretionary$3.3B
Non-Disc.$10.2B
Employees3,507
Clients46,616
DateAug 2022
Total AUM$13.5B
Discretionary$3.3B
Non-Disc.$10.2B
Employees3,507
Clients46,616
DateApr 2022
Total AUM$13.5B
Discretionary$3.3B
Non-Disc.$10.2B
Employees3,507
Clients46,616
DateMar 2022
Total AUM$13.5B
Discretionary$3.3B
Non-Disc.$10.2B
Employees3,507
Clients46,616
DateJan 2022
Total AUM$10.7B
Discretionary$2.1B
Non-Disc.$8.6B
Employees3,610
Clients36,617
DateDec 2021
Total AUM$10.7B
Discretionary$2.1B
Non-Disc.$8.6B
Employees3,610
Clients36,617
DateOct 2021
Total AUM$10.7B
Discretionary$2.1B
Non-Disc.$8.6B
Employees3,610
Clients36,617
DateAug 2021
Total AUM$10.7B
Discretionary$2.1B
Non-Disc.$8.6B
Employees3,610
Clients36,617
DateJul 2021
Total AUM$10.7B
Discretionary$2.1B
Non-Disc.$8.6B
Employees3,610
Clients36,617
DateJun 2021
Total AUM$10.7B
Discretionary$2.1B
Non-Disc.$8.6B
Employees3,610
Clients36,617
DateMay 2021
Total AUM$10.7B
Discretionary$2.1B
Non-Disc.$8.6B
Employees3,610
Clients36,617
DateMar 2021
Total AUM$10.7B
Discretionary$2.1B
Non-Disc.$8.6B
Employees3,610
Clients36,617
DateJan 2021
Total AUM$11.3B
Discretionary$2.4B
Non-Disc.$8.9B
Employees3,494
Clients32,135
DateJan 2021
Total AUM$11.3B
Discretionary$2.4B
Non-Disc.$8.9B
Employees3,494
Clients32,135
DateDec 2020
Total AUM$11.3B
Discretionary$2.4B
Non-Disc.$8.9B
Employees3,494
Clients32,135
DateOct 2020
Total AUM$11.3B
Discretionary$2.4B
Non-Disc.$8.9B
Employees3,494
Clients32,135
DateSep 2020
Total AUM$11.3B
Discretionary$2.4B
Non-Disc.$8.9B
Employees3,494
Clients32,135
DateAug 2020
Total AUM$11.3B
Discretionary$2.4B
Non-Disc.$8.9B
Employees3,494
Clients32,135
DateAug 2020
Total AUM$11.3B
Discretionary$2.4B
Non-Disc.$8.9B
Employees3,494
Clients32,135
DateAug 2020
Total AUM$11.3B
Discretionary$2.4B
Non-Disc.$8.9B
Employees3,494
Clients32,135
DateJun 2020
Total AUM$11.3B
Discretionary$2.4B
Non-Disc.$8.9B
Employees3,494
Clients32,135
DateJun 2020
Total AUM$11.3B
Discretionary$2.4B
Non-Disc.$8.9B
Employees3,494
Clients32,135
DateMay 2020
Total AUM$11.3B
Discretionary$2.4B
Non-Disc.$8.9B
Employees3,494
Clients32,135
DateMar 2020
Total AUM$11.3B
Discretionary$2.4B
Non-Disc.$8.9B
Employees3,494
Clients32,135
DateOct 2019
Total AUM$11.4B
Discretionary$4.1B
Non-Disc.$7.3B
Employees3,614
Clients3,255
DateSep 2019
Total AUM$11.4B
Discretionary$4.1B
Non-Disc.$7.3B
Employees3,614
Clients3,255
DateJul 2019
Total AUM$11.4B
Discretionary$4.1B
Non-Disc.$7.3B
Employees3,614
Clients3,255
DateMay 2019
Total AUM$11.4B
Discretionary$4.1B
Non-Disc.$7.3B
Employees3,614
Clients3,255
DateMar 2019
Total AUM$11.4B
Discretionary$4.1B
Non-Disc.$7.3B
Employees3,614
Clients3,255
DateJan 2019
Total AUM$10.9B
Discretionary$3.4B
Non-Disc.$7.4B
Employees3,731
Clients3,255
DateSep 2018
Total AUM$10.9B
Discretionary$3.4B
Non-Disc.$7.4B
Employees3,731
Clients3,255
DateSep 2018
Total AUM$10.9B
Discretionary$3.4B
Non-Disc.$7.4B
Employees3,731
Clients3,255
DateSep 2018
Total AUM$10.9B
Discretionary$3.4B
Non-Disc.$7.4B
Employees3,731
Clients3,255
DateMay 2018
Total AUM$10.9B
Discretionary$3.4B
Non-Disc.$7.4B
Employees3,731
Clients3,255
DateMay 2018
Total AUM$10.9B
Discretionary$3.4B
Non-Disc.$7.4B
Employees3,731
Clients3,255
DateMar 2018
Total AUM$10.9B
Discretionary$3.4B
Non-Disc.$7.4B
Employees3,731
Clients3,255
DateSep 2017
Total AUM$8.7B
Discretionary$2.5B
Non-Disc.$6.2B
Employees3,702
Clients33,000
DateAug 2017
Total AUM$8.7B
Discretionary$2.5B
Non-Disc.$6.2B
Employees3,702
Clients33,000
DateAug 2017
Total AUM$8.7B
Discretionary$2.5B
Non-Disc.$6.2B
Employees3,702
Clients33,000
DateJul 2017
Total AUM$8.7B
Discretionary$2.5B
Non-Disc.$6.2B
Employees3,702
Clients33,000
DateJul 2017
Total AUM$8.7B
Discretionary$2.5B
Non-Disc.$6.2B
Employees3,702
Clients33,000
DateJul 2017
Total AUM$8.7B
Discretionary$2.5B
Non-Disc.$6.2B
Employees3,702
Clients33,000
DateJun 2017
Total AUM$8.7B
Discretionary$2.5B
Non-Disc.$6.2B
Employees3,702
Clients33,000
DateMay 2017
Total AUM$8.7B
Discretionary$2.5B
Non-Disc.$6.2B
Employees3,702
Clients33,000
DateMar 2017
Total AUM$8.7B
Discretionary$2.5B
Non-Disc.$6.2B
Employees3,702
Clients33,000
DateFeb 2017
Total AUM$8B
Discretionary$2B
Non-Disc.$6B
Employees3,706
Clients31,000
DateJan 2017
Total AUM$8B
Discretionary$2B
Non-Disc.$6B
Employees3,706
Clients31,000
DateDec 2016
Total AUM$8B
Discretionary$2B
Non-Disc.$6B
Employees3,706
Clients31,000
DateDec 2016
Total AUM$8B
Discretionary$2B
Non-Disc.$6B
Employees3,706
Clients31,000
DateAug 2016
Total AUM$8B
Discretionary$2B
Non-Disc.$6B
Employees3,706
Clients31,000
DateAug 2016
Total AUM$8B
Discretionary$2B
Non-Disc.$6B
Employees3,706
Clients31,000
DateJun 2016
Total AUM$8B
Discretionary$2B
Non-Disc.$6B
Employees3,706
Clients31,000
DateMar 2016
Total AUM$8B
Discretionary$2B
Non-Disc.$6B
Employees3,706
Clients31,000
DateDec 2015
Total AUM$7.7B
Discretionary$1.7B
Non-Disc.$6.1B
Employees3,687
Clients28,100
DateDec 2015
Total AUM$7.7B
Discretionary$1.7B
Non-Disc.$6.1B
Employees3,687
Clients28,100
DateJun 2015
Total AUM$7.7B
Discretionary$1.7B
Non-Disc.$6.1B
Employees3,687
Clients28,100
DateMay 2015
Total AUM$7.7B
Discretionary$1.7B
Non-Disc.$6.1B
Employees3,687
Clients28,100
DateMar 2015
Total AUM$7.7B
Discretionary$1.7B
Non-Disc.$6.1B
Employees3,687
Clients28,100
DateJan 2015
Total AUM$6.8B
Discretionary$1.3B
Non-Disc.$5.5B
Employees3,626
Clients25,700
DateJan 2015
Total AUM$6.8B
Discretionary$1.3B
Non-Disc.$5.5B
Employees3,626
Clients25,700
DateDec 2014
Total AUM$6.8B
Discretionary$1.3B
Non-Disc.$5.5B
Employees3,626
Clients25,700
DateDec 2014
Total AUM$6.8B
Discretionary$1.3B
Non-Disc.$5.5B
Employees3,626
Clients25,700
DateNov 2014
Total AUM$6.8B
Discretionary$1.3B
Non-Disc.$5.5B
Employees3,626
Clients25,700
DateMay 2014
Total AUM$6.8B
Discretionary$1.3B
Non-Disc.$5.5B
Employees3,626
Clients25,700
DateMar 2014
Total AUM$6.8B
Discretionary$1.3B
Non-Disc.$5.5B
Employees3,626
Clients25,700
DateFeb 2014
Total AUM$5.5B
Discretionary$846.9M
Non-Disc.$4.7B
Employees3,588
Clients22,500
DateFeb 2014
Total AUM$5.5B
Discretionary$846.9M
Non-Disc.$4.7B
Employees3,588
Clients22,500
DateFeb 2014
Total AUM$5.5B
Discretionary$846.9M
Non-Disc.$4.7B
Employees3,588
Clients22,500
DateFeb 2014
Total AUM$5.5B
Discretionary$846.9M
Non-Disc.$4.7B
Employees3,588
Clients22,500
DateSep 2013
Total AUM$5.5B
Discretionary$846.9M
Non-Disc.$4.7B
Employees3,588
Clients22,500
DateApr 2013
Total AUM$5.5B
Discretionary$846.9M
Non-Disc.$4.7B
Employees3,588
Clients22,500
DateApr 2013
Total AUM$5.5B
Discretionary$846.9M
Non-Disc.$4.7B
Employees3,588
Clients22,500
DateFeb 2013
Total AUM$4.8B
Discretionary$603.6M
Non-Disc.$4.2B
Employees3,591
Clients20,700
DateJan 2013
Total AUM$4.8B
Discretionary$603.6M
Non-Disc.$4.2B
Employees3,591
Clients20,700
DateNov 2012
Total AUM$4.8B
Discretionary$603.6M
Non-Disc.$4.2B
Employees3,591
Clients20,700
DateOct 2012
Total AUM$4.8B
Discretionary$603.6M
Non-Disc.$4.2B
Employees--
Clients20,700
DateOct 2012
Total AUM$4.8B
Discretionary$603.6M
Non-Disc.$4.2B
Employees--
Clients20,700
DateSep 2012
Total AUM$4.8B
Discretionary$603.6M
Non-Disc.$4.2B
Employees--
Clients20,700
DateSep 2012
Total AUM$4.8B
Discretionary$603.6M
Non-Disc.$4.2B
Employees--
Clients20,700
DateAug 2012
Total AUM$4.8B
Discretionary$603.6M
Non-Disc.$4.2B
Employees--
Clients20,700
DateJun 2012
Total AUM$4.8B
Discretionary$603.6M
Non-Disc.$4.2B
Employees--
Clients20,700
DateMay 2012
Total AUM$4.8B
Discretionary$603.6M
Non-Disc.$4.2B
Employees--
Clients20,700
DateApr 2012
Total AUM$4.8B
Discretionary$603.6M
Non-Disc.$4.2B
Employees--
Clients20,700
DateMar 2012
Total AUM$4.8B
Discretionary$603.6M
Non-Disc.$4.2B
Employees--
Clients20,700
DateJul 2011
Total AUM$4.9B
Discretionary$576.3M
Non-Disc.$4.3B
Employees--
Clients--
DateMay 2011
Total AUM$4.9B
Discretionary$576.3M
Non-Disc.$4.3B
Employees--
Clients--
DateMar 2011
Total AUM$4.9B
Discretionary$576.3M
Non-Disc.$4.3B
Employees--
Clients--
DateFeb 2011
Total AUM$4.2B
Discretionary$311.8M
Non-Disc.$3.9B
Employees--
Clients--
DateFeb 2011
Total AUM$4.2B
Discretionary$311.8M
Non-Disc.$3.9B
Employees--
Clients--
DateJan 2011
Total AUM$4.2B
Discretionary$311.8M
Non-Disc.$3.9B
Employees--
Clients--
DateOct 2010
Total AUM$4.2B
Discretionary$311.8M
Non-Disc.$3.9B
Employees--
Clients--
DateAug 2010
Total AUM$4.2B
Discretionary$311.8M
Non-Disc.$3.9B
Employees--
Clients--
DateSep 2009
Total AUM$3.3B
Discretionary$176.8M
Non-Disc.$3.2B
Employees--
Clients--
DateApr 2009
Total AUM$3.3B
Discretionary$176.8M
Non-Disc.$3.2B
Employees--
Clients--
DateMar 2009
Total AUM$3.3B
Discretionary$176.8M
Non-Disc.$3.2B
Employees--
Clients--
DateFeb 2009
Total AUM$4.2B
Discretionary$36.6M
Non-Disc.$4.1B
Employees--
Clients--
DateFeb 2008
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees--
Clients--
DateJan 2008
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees--
Clients--
DateJan 2008
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees--
Clients--
DateNov 2007
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees--
Clients--
DateOct 2007
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees--
Clients--
DateMar 2007
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees--
Clients--
DateJan 2007
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees--
Clients--
DateNov 2006
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees--
Clients--
DateFeb 2006
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees--
Clients--
DateJan 2006
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees501
Clients--
DateMar 2004
Total AUM$11.2B
Discretionary$11.2B
Non-Disc.$0
Employees51
Clients--
DateDec 2003
Total AUM$10.8B
Discretionary$10.8B
Non-Disc.$0
Employees51
Clients--
DateMay 2001
Total AUM$10.4B
Discretionary$10.4B
Non-Disc.$0
Employees51
Clients--