DEUTSCHE BANK SECURITIES INC.
CRD #2525 SEC #801-9638 NEW YORK, NY 212-250-2500
SEC Registered Broker-Dealer Disclosures
Total AUM
--
Discretionary
--
Employees
1,788
Clients
0
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $21.3M | $0 | $21.3M | 1,585 | 11 |
| Mar 2024 | $21.3M | $0 | $21.3M | 1,585 | 11 |
| Jan 2024 | $21.3M | $0 | $21.3M | 1,585 | 11 |
| Dec 2023 | $21.3M | $0 | $21.3M | 1,585 | 11 |
| Dec 2023 | $21.3M | $0 | $21.3M | 1,585 | 11 |
| Nov 2023 | $21.3M | $0 | $21.3M | 1,585 | 11 |
| Oct 2023 | $21.3M | $0 | $21.3M | 1,585 | 11 |
| Aug 2023 | $21.3M | $0 | $21.3M | 1,585 | 11 |
| Aug 2023 | $21.3M | $0 | $21.3M | 1,585 | 11 |
| Jul 2023 | $21.3M | $0 | $21.3M | 1,585 | 11 |
| Jul 2023 | $21.3M | $0 | $21.3M | 1,585 | 11 |
| Jul 2023 | $21.3M | $0 | $21.3M | 1,585 | 11 |
| Jun 2023 | $21.3M | $0 | $21.3M | 1,585 | 11 |
| May 2023 | $21.3M | $0 | $21.3M | 1,585 | 11 |
| Apr 2023 | $21.3M | $0 | $21.3M | 1,585 | 11 |
| Mar 2023 | $21.3M | $0 | $21.3M | 1,585 | 11 |
| Mar 2023 | $71.1M | $0 | $71.1M | 1,612 | 11 |
| Mar 2023 | $71.1M | $0 | $71.1M | 1,612 | 11 |
| Mar 2023 | $71.1M | $0 | $71.1M | 1,612 | 11 |
| Mar 2023 | $71.1M | $0 | $71.1M | 1,612 | 11 |
| Mar 2023 | $71.1M | $0 | $71.1M | 1,612 | 11 |
| Jan 2023 | $71.1M | $0 | $71.1M | 1,612 | 11 |
| Nov 2022 | $71.1M | $0 | $71.1M | 1,612 | 11 |
| Nov 2022 | $71.1M | $0 | $71.1M | 1,612 | 11 |
| Oct 2022 | $71.1M | $0 | $71.1M | 1,612 | 11 |
| Oct 2022 | $71.1M | $0 | $71.1M | 1,612 | 11 |
| Aug 2022 | $71.1M | $0 | $71.1M | 1,612 | 11 |
| Jul 2022 | $71.1M | $0 | $71.1M | 1,612 | 11 |
| Jun 2022 | $71.1M | $0 | $71.1M | 1,612 | 11 |
| Jun 2022 | $71.1M | $0 | $71.1M | 1,612 | 11 |
| Jun 2022 | $71.1M | $0 | $71.1M | 1,612 | 11 |
| May 2022 | $71.1M | $0 | $71.1M | 1,612 | 11 |
| May 2022 | $71.1M | $0 | $71.1M | 1,612 | 11 |
| Apr 2022 | $71.1M | $0 | $71.1M | 1,612 | 11 |
| Mar 2022 | $71.1M | $0 | $71.1M | 1,612 | 11 |
| Mar 2022 | $71.1M | $0 | $71.1M | 1,612 | 11 |
| Mar 2022 | $59.8M | $0 | $59.8M | 1,996 | 17 |
| Jan 2022 | $59.8M | $0 | $59.8M | 1,996 | 17 |
| Dec 2021 | $59.8M | $0 | $59.8M | 1,996 | 17 |
| Dec 2021 | $59.8M | $0 | $59.8M | 1,996 | 17 |
| Nov 2021 | $59.8M | $0 | $59.8M | 1,996 | 17 |
| Nov 2021 | $59.8M | $0 | $59.8M | 1,996 | 17 |
| Nov 2021 | $59.8M | $0 | $59.8M | 1,996 | 17 |
| Oct 2021 | $59.8M | $0 | $59.8M | 1,996 | 17 |
| Oct 2021 | $59.8M | $0 | $59.8M | 1,996 | 17 |
| Sep 2021 | $59.8M | $0 | $59.8M | 1,996 | 17 |
| Sep 2021 | $59.8M | $0 | $59.8M | 1,996 | 17 |
| Sep 2021 | $59.8M | $0 | $59.8M | 1,996 | 17 |
| Sep 2021 | $59.8M | $0 | $59.8M | 1,996 | 17 |
| Sep 2021 | $59.8M | $0 | $59.8M | 1,996 | 17 |
| Jul 2021 | $59.8M | $0 | $59.8M | 1,996 | 17 |
| Jul 2021 | $59.8M | $0 | $59.8M | 1,996 | 17 |
| Jun 2021 | $59.8M | $0 | $59.8M | 1,996 | 17 |
| May 2021 | $59.8M | $0 | $59.8M | 1,996 | 17 |
| Apr 2021 | $59.8M | $0 | $59.8M | 1,996 | 17 |
| Mar 2021 | $59.8M | $0 | $59.8M | 1,996 | 17 |
| Mar 2021 | $812.5K | $0 | $812.5K | 2,126 | 14 |
| Jan 2021 | $812.5K | $0 | $812.5K | 2,126 | 14 |
| Jan 2021 | $812.5K | $0 | $812.5K | 2,126 | 14 |
| Jan 2021 | $812.5K | $0 | $812.5K | 2,126 | 14 |
| Dec 2020 | $812.5K | $0 | $812.5K | 2,126 | 14 |
| Dec 2020 | $812.5K | $0 | $812.5K | 2,126 | 14 |
| Nov 2020 | $812.5K | $0 | $812.5K | 2,126 | 14 |
| Oct 2020 | $812.5K | $0 | $812.5K | 2,126 | 14 |
| Sep 2020 | $812.5K | $0 | $812.5K | 2,126 | 14 |
| Sep 2020 | $812.5K | $0 | $812.5K | 2,126 | 14 |
| Jul 2020 | $812.5K | $0 | $812.5K | 2,126 | 14 |
| Jun 2020 | $812.5K | $0 | $812.5K | 2,126 | 14 |
| Jun 2020 | $812.5K | $0 | $812.5K | 2,126 | 14 |
| Mar 2020 | $812.5K | $0 | $812.5K | 2,126 | 14 |
| Feb 2020 | $7.6M | $0 | $7.6M | 2,600 | 23 |
| Feb 2020 | $7.6M | $0 | $7.6M | 2,600 | 23 |
| Jan 2020 | $7.6M | $0 | $7.6M | 2,600 | 23 |
| Jan 2020 | $7.6M | $0 | $7.6M | 2,600 | 23 |
| Dec 2019 | $7.6M | $0 | $7.6M | 2,600 | 23 |
| Dec 2019 | $7.6M | $0 | $7.6M | 2,600 | 23 |
| Nov 2019 | $7.6M | $0 | $7.6M | 2,600 | 23 |
| Nov 2019 | $7.6M | $0 | $7.6M | 2,600 | 23 |
| Oct 2019 | $7.6M | $0 | $7.6M | 2,600 | 23 |
| Sep 2019 | $7.6M | $0 | $7.6M | 2,600 | 23 |
| Aug 2019 | $7.6M | $0 | $7.6M | 2,600 | 23 |
| Jul 2019 | $7.6M | $0 | $7.6M | 2,600 | 23 |
| Jul 2019 | $7.6M | $0 | $7.6M | 2,600 | 23 |
| Jun 2019 | $7.6M | $0 | $7.6M | 2,600 | 23 |
| Jun 2019 | $7.6M | $0 | $7.6M | 2,600 | 23 |
| May 2019 | $7.6M | $0 | $7.6M | 2,600 | 23 |
| May 2019 | $7.6M | $0 | $7.6M | 2,600 | 23 |
| Mar 2019 | $7.6M | $0 | $7.6M | 2,600 | 23 |
| Mar 2019 | $1.5M | $0 | $1.5M | 2,645 | 21 |
| Mar 2019 | $1.5M | $0 | $1.5M | 2,645 | 21 |
| Jan 2019 | $1.5M | $0 | $1.5M | 2,645 | 21 |
| Nov 2018 | $1.5M | $0 | $1.5M | 2,645 | 21 |
| Nov 2018 | $1.5M | $0 | $1.5M | 2,645 | 21 |
| Sep 2018 | $1.5M | $0 | $1.5M | 2,645 | 21 |
| Aug 2018 | $1.5M | $0 | $1.5M | 2,645 | 21 |
| Jul 2018 | $1.5M | $0 | $1.5M | 2,645 | 21 |
| Jun 2018 | $1.5M | $0 | $1.5M | 2,645 | 21 |
| Jun 2018 | $1.5M | $0 | $1.5M | 2,645 | 21 |
| May 2018 | $1.5M | $0 | $1.5M | 2,645 | 21 |
| May 2018 | $1.5M | $0 | $1.5M | 2,645 | 21 |
| Mar 2018 | $1.5M | $0 | $1.5M | 2,645 | 21 |
| Mar 2018 | $201.5M | $198.7M | $2.8M | 3,003 | 40 |
| Mar 2018 | $201.5M | $198.7M | $2.8M | 3,003 | 40 |
| Feb 2018 | $201.5M | $198.7M | $2.8M | 3,003 | 40 |
| Feb 2018 | $201.5M | $198.7M | $2.8M | 3,003 | 40 |
| Feb 2018 | $201.5M | $198.7M | $2.8M | 3,003 | 40 |
| Jan 2018 | $201.5M | $198.7M | $2.8M | 3,003 | 40 |
| Nov 2017 | $201.5M | $198.7M | $2.8M | 3,003 | 40 |
| Nov 2017 | $201.5M | $198.7M | $2.8M | 3,003 | 40 |
| Sep 2017 | $201.5M | $198.7M | $2.8M | 3,003 | 5,800 |
| Sep 2017 | $201.5M | $198.7M | $2.8M | 3,003 | 5,800 |
| Aug 2017 | $201.5M | $198.7M | $2.8M | 3,003 | 5,800 |
| Jul 2017 | $201.5M | $198.7M | $2.8M | 3,003 | 5,800 |
| Jun 2017 | $201.5M | $198.7M | $2.8M | 3,003 | 5,800 |
| May 2017 | $201.5M | $198.7M | $2.8M | 3,003 | 5,800 |
| Mar 2017 | $201.5M | $198.7M | $2.8M | 3,003 | 5,800 |
| Mar 2017 | $5.5B | $3.7B | $1.8B | 4,121 | 4,600 |
| Mar 2017 | $5.5B | $3.7B | $1.8B | 4,121 | 4,600 |
| Feb 2017 | $5.5B | $3.7B | $1.8B | 4,121 | 4,600 |
| Jan 2017 | $5.5B | $3.7B | $1.8B | 4,121 | 4,600 |
| Dec 2016 | $5.5B | $3.7B | $1.8B | 4,121 | 4,600 |
| Nov 2016 | $5.5B | $3.7B | $1.8B | 4,121 | 4,600 |
| Oct 2016 | $5.5B | $3.7B | $1.8B | 4,121 | 4,600 |
| Oct 2016 | $5.5B | $3.7B | $1.8B | 4,121 | 4,600 |
| Sep 2016 | $5.5B | $3.7B | $1.8B | 4,121 | 4,600 |
| Aug 2016 | $5.5B | $3.7B | $1.8B | 4,121 | 4,600 |
| Aug 2016 | $5.5B | $3.7B | $1.8B | 4,121 | 4,600 |
| Jul 2016 | $5.5B | $3.7B | $1.8B | 4,121 | 4,600 |
| Jul 2016 | $5.5B | $3.7B | $1.8B | 4,121 | 4,600 |
| Jun 2016 | $5.5B | $3.7B | $1.8B | 4,121 | 4,600 |
| Jun 2016 | $5.5B | $3.7B | $1.8B | 4,121 | 4,600 |
| Apr 2016 | $5.5B | $3.7B | $1.8B | 4,121 | 4,600 |
| Mar 2016 | $5.5B | $3.7B | $1.8B | 4,121 | 4,600 |
| Mar 2016 | $5.7B | $3.8B | $1.9B | 4,135 | 4,400 |
| Feb 2016 | $5.7B | $3.8B | $1.9B | 4,135 | 4,400 |
| Jan 2016 | $5.7B | $3.8B | $1.9B | 4,135 | 4,400 |
| Jan 2016 | $5.7B | $3.8B | $1.9B | 4,135 | 4,400 |
| Jan 2016 | $5.7B | $3.8B | $1.9B | 4,135 | 4,400 |
| Dec 2015 | $5.7B | $3.8B | $1.9B | 4,135 | 4,400 |
| Dec 2015 | $5.7B | $3.8B | $1.9B | 4,135 | 4,400 |
| Oct 2015 | $5.7B | $3.8B | $1.9B | 4,135 | 4,400 |
| Oct 2015 | $5.7B | $3.8B | $1.9B | 4,135 | 4,400 |
| Aug 2015 | $5.7B | $3.8B | $1.9B | 4,135 | 4,400 |
| Aug 2015 | $5.7B | $3.8B | $1.9B | 4,135 | 4,400 |
| Jun 2015 | $5.7B | $3.8B | $1.9B | 4,135 | 4,400 |
| Jun 2015 | $5.7B | $3.8B | $1.9B | 4,135 | 4,400 |
| May 2015 | $5.7B | $3.8B | $1.9B | 4,135 | 4,400 |
| Apr 2015 | $5.7B | $3.8B | $1.9B | 4,135 | 4,400 |
| Apr 2015 | $5.7B | $3.8B | $1.9B | 4,135 | 4,400 |
| Mar 2015 | $5.7B | $3.8B | $1.9B | 4,135 | 4,400 |
| Mar 2015 | $6.2B | $4.3B | $1.9B | 4,115 | 3,900 |
| Feb 2015 | $6.2B | $4.3B | $1.9B | 4,115 | 3,900 |
| Jan 2015 | $6.2B | $4.3B | $1.9B | 4,115 | 3,900 |
| Dec 2014 | $6.2B | $4.3B | $1.9B | 4,115 | 3,900 |
| Oct 2014 | $6.2B | $4.3B | $1.9B | 4,115 | 3,900 |
| Oct 2014 | $6.2B | $4.3B | $1.9B | 4,115 | 3,900 |
| Sep 2014 | $6.2B | $4.3B | $1.9B | 4,115 | 3,900 |
| Aug 2014 | $6.2B | $4.3B | $1.9B | 4,115 | 3,900 |
| Aug 2014 | $6.2B | $4.3B | $1.9B | 4,115 | 3,900 |
| Jul 2014 | $6.2B | $4.3B | $1.9B | 4,115 | 3,900 |
| Jul 2014 | $6.2B | $4.3B | $1.9B | 4,115 | 3,900 |
| Jun 2014 | $6.2B | $4.3B | $1.9B | 4,115 | 3,900 |
| Jun 2014 | $6.2B | $4.3B | $1.9B | 4,115 | 3,900 |
| Jun 2014 | $6.2B | $4.3B | $1.9B | 4,115 | 3,900 |
| Jun 2014 | $6.2B | $4.3B | $1.9B | 4,115 | 3,900 |
| Mar 2014 | $6.2B | $4.3B | $1.9B | 4,115 | 3,900 |
| Mar 2014 | $5.4B | $4B | $1.4B | 4,157 | 4,200 |
| Feb 2014 | $5.4B | $4B | $1.4B | 4,157 | 4,200 |
| Feb 2014 | $5.4B | $4B | $1.4B | 4,157 | 4,200 |
| Jan 2014 | $5.4B | $4B | $1.4B | 4,157 | 4,200 |
| Jan 2014 | $5.4B | $4B | $1.4B | 4,157 | 4,200 |
| Oct 2013 | $5.4B | $4B | $1.4B | 4,157 | 4,200 |
| Aug 2013 | $5.4B | $4B | $1.4B | 4,157 | 4,200 |
| Aug 2013 | $5.4B | $4B | $1.4B | 4,157 | 4,200 |
| Aug 2013 | $5.4B | $4B | $1.4B | 4,157 | 4,200 |
| Jun 2013 | $5.4B | $4B | $1.4B | 4,157 | 4,200 |
| Apr 2013 | $5.4B | $4B | $1.4B | 4,157 | 4,200 |
| Apr 2013 | $5.4B | $4B | $1.4B | 4,157 | 4,200 |
| Apr 2013 | $5.4B | $4B | $1.4B | 4,157 | 4,200 |
| Mar 2013 | $5.4B | $4B | $1.4B | 4,157 | 4,200 |
| Mar 2013 | $5.9B | $4.6B | $1.3B | 4,214 | 5,200 |
| Feb 2013 | $5.9B | $4.6B | $1.3B | 4,214 | 5,200 |
| Feb 2013 | $5.9B | $4.6B | $1.3B | 4,214 | 5,200 |
| Jan 2013 | $5.9B | $4.6B | $1.3B | 4,214 | 5,200 |
| Jan 2013 | $5.9B | $4.6B | $1.3B | 4,214 | 5,200 |
| Jan 2013 | $5.9B | $4.6B | $1.3B | 4,214 | 5,200 |
| Jan 2013 | $5.9B | $4.6B | $1.3B | 4,214 | 5,200 |
| Dec 2012 | $5.9B | $4.6B | $1.3B | 4,214 | 5,200 |
| Dec 2012 | $5.9B | $4.6B | $1.3B | 4,214 | 5,200 |
| Sep 2012 | $5.9B | $4.6B | $1.3B | -- | 5,200 |
| Sep 2012 | $5.9B | $4.6B | $1.3B | -- | 5,200 |
| Aug 2012 | $5.9B | $4.6B | $1.3B | -- | 5,200 |
| Jul 2012 | $5.9B | $4.6B | $1.3B | -- | 5,200 |
| Jun 2012 | $5.9B | $4.6B | $1.3B | -- | 5,200 |
| Jun 2012 | $5.9B | $4.6B | $1.3B | -- | 5,200 |
| Mar 2012 | $5.9B | $4.6B | $1.3B | -- | 5,200 |
| Dec 2011 | $6.4B | $5.2B | $1.2B | -- | 4,000 |
| Dec 2011 | $6.4B | $5.2B | $1.2B | -- | 4,000 |
| Dec 2011 | $6.4B | $5.2B | $1.2B | -- | 4,000 |
| Nov 2011 | $6.4B | $5.2B | $1.2B | -- | 4,000 |
| Nov 2011 | $6.4B | $5.2B | $1.2B | -- | 4,000 |
| Jul 2011 | $6.4B | $5.2B | $1.2B | -- | -- |
| Jul 2011 | $6.4B | $5.2B | $1.2B | -- | -- |
| Jul 2011 | $6.4B | $5.2B | $1.2B | -- | -- |
| Jun 2011 | $6.4B | $5.2B | $1.2B | -- | -- |
| May 2011 | $6.4B | $5.2B | $1.2B | -- | -- |
| May 2011 | $6.4B | $5.2B | $1.2B | -- | -- |
| Apr 2011 | $6.4B | $5.2B | $1.2B | -- | -- |
| Apr 2011 | $6.4B | $5.2B | $1.2B | -- | -- |
| Apr 2011 | $6.4B | $5.2B | $1.2B | -- | -- |
| Mar 2011 | $6.4B | $5.2B | $1.2B | -- | -- |
| Mar 2011 | $6.4B | $5.2B | $1.2B | -- | -- |
| Feb 2011 | $5.3B | $4.3B | $1B | -- | -- |
| Jan 2011 | $5.3B | $4.3B | $1B | -- | -- |
| Dec 2010 | $5.3B | $4.3B | $1B | -- | -- |
| Dec 2010 | $5.3B | $4.3B | $1B | -- | -- |
| Oct 2010 | $5.3B | $4.3B | $1B | -- | -- |
| Oct 2010 | $5.3B | $4.3B | $1B | -- | -- |
| Sep 2010 | $5.3B | $4.3B | $1B | -- | -- |
| Aug 2010 | $5.3B | $4.3B | $1B | -- | -- |
| Aug 2010 | $5.3B | $4.3B | $1B | -- | -- |
| Aug 2010 | $5.3B | $4.3B | $1B | -- | -- |
| Jun 2010 | $5.3B | $4.3B | $1B | -- | -- |
| May 2010 | $5.3B | $4.3B | $1B | -- | -- |
| May 2010 | $5.3B | $4.3B | $1B | -- | -- |
| May 2010 | $5.3B | $4.3B | $1B | -- | -- |
| Apr 2010 | $5.3B | $4.3B | $1B | -- | -- |
| Mar 2010 | $5.3B | $4.3B | $1B | -- | -- |
| Mar 2010 | $4.7B | $3.9B | $811.8M | -- | -- |
| Jan 2010 | $4.7B | $3.9B | $811.8M | -- | -- |
| Jan 2010 | $4.7B | $3.9B | $811.8M | -- | -- |
| Oct 2009 | $4.7B | $3.9B | $811.8M | -- | -- |
| Oct 2009 | $4.7B | $3.9B | $811.8M | -- | -- |
| Jul 2009 | $4.7B | $3.9B | $811.8M | -- | -- |
| Apr 2009 | $4.7B | $3.9B | $811.8M | -- | -- |
| Apr 2009 | $4.7B | $3.9B | $811.8M | -- | -- |
| Mar 2009 | $4.7B | $3.9B | $811.8M | -- | -- |
| Mar 2009 | $5.6B | $4.5B | $1.1B | -- | -- |
| Mar 2009 | $5.6B | $4.5B | $1.1B | -- | -- |
| Sep 2008 | $5.6B | $4.5B | $1.1B | -- | -- |
| Jan 2008 | $14.8B | $4.4B | $10.4B | -- | -- |
| Jan 2008 | $14.8B | $4.4B | $10.4B | -- | -- |
| Dec 2007 | $14.8B | $4.4B | $10.4B | -- | -- |
| Dec 2007 | $14.8B | $4.4B | $10.4B | -- | -- |
| Oct 2007 | $14.8B | $4.4B | $10.4B | -- | -- |
| Apr 2007 | $14.8B | $4.4B | $10.4B | -- | -- |
| Mar 2007 | $14.8B | $4.4B | $10.4B | -- | -- |
| Feb 2007 | $12.1B | $4.1B | $8B | -- | -- |
| Feb 2007 | $12.1B | $4.1B | $8B | -- | -- |
| Feb 2007 | $12.1B | $4.1B | $8B | -- | -- |
| Feb 2007 | $12.1B | $4.1B | $8B | -- | -- |
| Feb 2007 | $12.1B | $4.1B | $8B | -- | -- |
| Jan 2007 | $12.1B | $4.1B | $8B | -- | -- |
| Jan 2007 | $12.1B | $4.1B | $8B | -- | -- |
| Dec 2006 | $12.1B | $4.1B | $8B | -- | -- |
| Dec 2006 | $12.1B | $4.1B | $8B | -- | -- |
| Mar 2006 | $9.1B | $1.1B | $8B | -- | -- |
| Mar 2006 | $9.1B | $1.1B | $8B | -- | -- |
| Dec 2005 | $9.1B | $1.1B | $8B | -- | -- |
| Dec 2005 | $9.1B | $1.1B | $8B | -- | -- |
| Nov 2005 | $9.1B | $1.1B | $8B | -- | -- |
| Nov 2005 | $9.1B | $1.1B | $8B | -- | -- |
| Oct 2005 | $9.1B | $1.1B | $8B | -- | -- |
| Oct 2005 | $9.1B | $1.1B | $8B | -- | -- |
| Oct 2005 | $9.1B | $1.1B | $8B | -- | -- |
| Sep 2005 | $9.1B | $1.1B | $8B | -- | -- |
| Sep 2005 | $9.1B | $1.1B | $8B | -- | -- |
| Jun 2005 | $9.1B | $1.1B | $8B | -- | -- |
| Jun 2005 | $9.1B | $1.1B | $8B | -- | -- |
| May 2005 | $9.1B | $1.1B | $8B | -- | -- |
| May 2005 | $9.1B | $1.1B | $8B | -- | -- |
| May 2005 | $9.1B | $1.1B | $8B | -- | -- |
| May 2005 | $9.1B | $1.1B | $8B | -- | -- |
| Jan 2005 | $9.6B | $1.1B | $8.5B | -- | -- |
| Dec 2004 | $9.6B | $1.1B | $8.5B | -- | -- |
| Aug 2004 | $9.6B | $1.1B | $8.5B | -- | -- |
| Jul 2004 | $9.6B | $1.1B | $8.5B | -- | -- |
| Apr 2004 | $9.6B | $1.1B | $8.5B | -- | -- |
| Apr 2004 | $9.6B | $1.1B | $8.5B | -- | -- |
| Mar 2004 | $11.5B | $2.7B | $8.8B | -- | -- |
| Apr 2002 | $13.3B | $3.4B | $9.9B | -- | -- |
| Mar 2002 | $13.3B | $3.4B | $9.9B | -- | -- |
| Mar 2002 | $11.3B | $3.4B | $7.9B | -- | -- |
| Mar 2002 | $11.3B | $3.4B | $7.9B | -- | -- |
| Mar 2002 | $11.3B | $3.4B | $7.9B | -- | -- |
| Nov 2001 | $11.3B | $3.4B | $7.9B | -- | -- |
DateMar 2024
Total AUM$21.3M
Discretionary$0
Non-Disc.$21.3M
Employees1,585
Clients11
DateMar 2024
Total AUM$21.3M
Discretionary$0
Non-Disc.$21.3M
Employees1,585
Clients11
DateJan 2024
Total AUM$21.3M
Discretionary$0
Non-Disc.$21.3M
Employees1,585
Clients11
DateDec 2023
Total AUM$21.3M
Discretionary$0
Non-Disc.$21.3M
Employees1,585
Clients11
DateDec 2023
Total AUM$21.3M
Discretionary$0
Non-Disc.$21.3M
Employees1,585
Clients11
DateNov 2023
Total AUM$21.3M
Discretionary$0
Non-Disc.$21.3M
Employees1,585
Clients11
DateOct 2023
Total AUM$21.3M
Discretionary$0
Non-Disc.$21.3M
Employees1,585
Clients11
DateAug 2023
Total AUM$21.3M
Discretionary$0
Non-Disc.$21.3M
Employees1,585
Clients11
DateAug 2023
Total AUM$21.3M
Discretionary$0
Non-Disc.$21.3M
Employees1,585
Clients11
DateJul 2023
Total AUM$21.3M
Discretionary$0
Non-Disc.$21.3M
Employees1,585
Clients11
DateJul 2023
Total AUM$21.3M
Discretionary$0
Non-Disc.$21.3M
Employees1,585
Clients11
DateJul 2023
Total AUM$21.3M
Discretionary$0
Non-Disc.$21.3M
Employees1,585
Clients11
DateJun 2023
Total AUM$21.3M
Discretionary$0
Non-Disc.$21.3M
Employees1,585
Clients11
DateMay 2023
Total AUM$21.3M
Discretionary$0
Non-Disc.$21.3M
Employees1,585
Clients11
DateApr 2023
Total AUM$21.3M
Discretionary$0
Non-Disc.$21.3M
Employees1,585
Clients11
DateMar 2023
Total AUM$21.3M
Discretionary$0
Non-Disc.$21.3M
Employees1,585
Clients11
DateMar 2023
Total AUM$71.1M
Discretionary$0
Non-Disc.$71.1M
Employees1,612
Clients11
DateMar 2023
Total AUM$71.1M
Discretionary$0
Non-Disc.$71.1M
Employees1,612
Clients11
DateMar 2023
Total AUM$71.1M
Discretionary$0
Non-Disc.$71.1M
Employees1,612
Clients11
DateMar 2023
Total AUM$71.1M
Discretionary$0
Non-Disc.$71.1M
Employees1,612
Clients11
DateMar 2023
Total AUM$71.1M
Discretionary$0
Non-Disc.$71.1M
Employees1,612
Clients11
DateJan 2023
Total AUM$71.1M
Discretionary$0
Non-Disc.$71.1M
Employees1,612
Clients11
DateNov 2022
Total AUM$71.1M
Discretionary$0
Non-Disc.$71.1M
Employees1,612
Clients11
DateNov 2022
Total AUM$71.1M
Discretionary$0
Non-Disc.$71.1M
Employees1,612
Clients11
DateOct 2022
Total AUM$71.1M
Discretionary$0
Non-Disc.$71.1M
Employees1,612
Clients11
DateOct 2022
Total AUM$71.1M
Discretionary$0
Non-Disc.$71.1M
Employees1,612
Clients11
DateAug 2022
Total AUM$71.1M
Discretionary$0
Non-Disc.$71.1M
Employees1,612
Clients11
DateJul 2022
Total AUM$71.1M
Discretionary$0
Non-Disc.$71.1M
Employees1,612
Clients11
DateJun 2022
Total AUM$71.1M
Discretionary$0
Non-Disc.$71.1M
Employees1,612
Clients11
DateJun 2022
Total AUM$71.1M
Discretionary$0
Non-Disc.$71.1M
Employees1,612
Clients11
DateJun 2022
Total AUM$71.1M
Discretionary$0
Non-Disc.$71.1M
Employees1,612
Clients11
DateMay 2022
Total AUM$71.1M
Discretionary$0
Non-Disc.$71.1M
Employees1,612
Clients11
DateMay 2022
Total AUM$71.1M
Discretionary$0
Non-Disc.$71.1M
Employees1,612
Clients11
DateApr 2022
Total AUM$71.1M
Discretionary$0
Non-Disc.$71.1M
Employees1,612
Clients11
DateMar 2022
Total AUM$71.1M
Discretionary$0
Non-Disc.$71.1M
Employees1,612
Clients11
DateMar 2022
Total AUM$71.1M
Discretionary$0
Non-Disc.$71.1M
Employees1,612
Clients11
DateMar 2022
Total AUM$59.8M
Discretionary$0
Non-Disc.$59.8M
Employees1,996
Clients17
DateJan 2022
Total AUM$59.8M
Discretionary$0
Non-Disc.$59.8M
Employees1,996
Clients17
DateDec 2021
Total AUM$59.8M
Discretionary$0
Non-Disc.$59.8M
Employees1,996
Clients17
DateDec 2021
Total AUM$59.8M
Discretionary$0
Non-Disc.$59.8M
Employees1,996
Clients17
DateNov 2021
Total AUM$59.8M
Discretionary$0
Non-Disc.$59.8M
Employees1,996
Clients17
DateNov 2021
Total AUM$59.8M
Discretionary$0
Non-Disc.$59.8M
Employees1,996
Clients17
DateNov 2021
Total AUM$59.8M
Discretionary$0
Non-Disc.$59.8M
Employees1,996
Clients17
DateOct 2021
Total AUM$59.8M
Discretionary$0
Non-Disc.$59.8M
Employees1,996
Clients17
DateOct 2021
Total AUM$59.8M
Discretionary$0
Non-Disc.$59.8M
Employees1,996
Clients17
DateSep 2021
Total AUM$59.8M
Discretionary$0
Non-Disc.$59.8M
Employees1,996
Clients17
DateSep 2021
Total AUM$59.8M
Discretionary$0
Non-Disc.$59.8M
Employees1,996
Clients17
DateSep 2021
Total AUM$59.8M
Discretionary$0
Non-Disc.$59.8M
Employees1,996
Clients17
DateSep 2021
Total AUM$59.8M
Discretionary$0
Non-Disc.$59.8M
Employees1,996
Clients17
DateSep 2021
Total AUM$59.8M
Discretionary$0
Non-Disc.$59.8M
Employees1,996
Clients17
DateJul 2021
Total AUM$59.8M
Discretionary$0
Non-Disc.$59.8M
Employees1,996
Clients17
DateJul 2021
Total AUM$59.8M
Discretionary$0
Non-Disc.$59.8M
Employees1,996
Clients17
DateJun 2021
Total AUM$59.8M
Discretionary$0
Non-Disc.$59.8M
Employees1,996
Clients17
DateMay 2021
Total AUM$59.8M
Discretionary$0
Non-Disc.$59.8M
Employees1,996
Clients17
DateApr 2021
Total AUM$59.8M
Discretionary$0
Non-Disc.$59.8M
Employees1,996
Clients17
DateMar 2021
Total AUM$59.8M
Discretionary$0
Non-Disc.$59.8M
Employees1,996
Clients17
DateMar 2021
Total AUM$812.5K
Discretionary$0
Non-Disc.$812.5K
Employees2,126
Clients14
DateJan 2021
Total AUM$812.5K
Discretionary$0
Non-Disc.$812.5K
Employees2,126
Clients14
DateJan 2021
Total AUM$812.5K
Discretionary$0
Non-Disc.$812.5K
Employees2,126
Clients14
DateJan 2021
Total AUM$812.5K
Discretionary$0
Non-Disc.$812.5K
Employees2,126
Clients14
DateDec 2020
Total AUM$812.5K
Discretionary$0
Non-Disc.$812.5K
Employees2,126
Clients14
DateDec 2020
Total AUM$812.5K
Discretionary$0
Non-Disc.$812.5K
Employees2,126
Clients14
DateNov 2020
Total AUM$812.5K
Discretionary$0
Non-Disc.$812.5K
Employees2,126
Clients14
DateOct 2020
Total AUM$812.5K
Discretionary$0
Non-Disc.$812.5K
Employees2,126
Clients14
DateSep 2020
Total AUM$812.5K
Discretionary$0
Non-Disc.$812.5K
Employees2,126
Clients14
DateSep 2020
Total AUM$812.5K
Discretionary$0
Non-Disc.$812.5K
Employees2,126
Clients14
DateJul 2020
Total AUM$812.5K
Discretionary$0
Non-Disc.$812.5K
Employees2,126
Clients14
DateJun 2020
Total AUM$812.5K
Discretionary$0
Non-Disc.$812.5K
Employees2,126
Clients14
DateJun 2020
Total AUM$812.5K
Discretionary$0
Non-Disc.$812.5K
Employees2,126
Clients14
DateMar 2020
Total AUM$812.5K
Discretionary$0
Non-Disc.$812.5K
Employees2,126
Clients14
DateFeb 2020
Total AUM$7.6M
Discretionary$0
Non-Disc.$7.6M
Employees2,600
Clients23
DateFeb 2020
Total AUM$7.6M
Discretionary$0
Non-Disc.$7.6M
Employees2,600
Clients23
DateJan 2020
Total AUM$7.6M
Discretionary$0
Non-Disc.$7.6M
Employees2,600
Clients23
DateJan 2020
Total AUM$7.6M
Discretionary$0
Non-Disc.$7.6M
Employees2,600
Clients23
DateDec 2019
Total AUM$7.6M
Discretionary$0
Non-Disc.$7.6M
Employees2,600
Clients23
DateDec 2019
Total AUM$7.6M
Discretionary$0
Non-Disc.$7.6M
Employees2,600
Clients23
DateNov 2019
Total AUM$7.6M
Discretionary$0
Non-Disc.$7.6M
Employees2,600
Clients23
DateNov 2019
Total AUM$7.6M
Discretionary$0
Non-Disc.$7.6M
Employees2,600
Clients23
DateOct 2019
Total AUM$7.6M
Discretionary$0
Non-Disc.$7.6M
Employees2,600
Clients23
DateSep 2019
Total AUM$7.6M
Discretionary$0
Non-Disc.$7.6M
Employees2,600
Clients23
DateAug 2019
Total AUM$7.6M
Discretionary$0
Non-Disc.$7.6M
Employees2,600
Clients23
DateJul 2019
Total AUM$7.6M
Discretionary$0
Non-Disc.$7.6M
Employees2,600
Clients23
DateJul 2019
Total AUM$7.6M
Discretionary$0
Non-Disc.$7.6M
Employees2,600
Clients23
DateJun 2019
Total AUM$7.6M
Discretionary$0
Non-Disc.$7.6M
Employees2,600
Clients23
DateJun 2019
Total AUM$7.6M
Discretionary$0
Non-Disc.$7.6M
Employees2,600
Clients23
DateMay 2019
Total AUM$7.6M
Discretionary$0
Non-Disc.$7.6M
Employees2,600
Clients23
DateMay 2019
Total AUM$7.6M
Discretionary$0
Non-Disc.$7.6M
Employees2,600
Clients23
DateMar 2019
Total AUM$7.6M
Discretionary$0
Non-Disc.$7.6M
Employees2,600
Clients23
DateMar 2019
Total AUM$1.5M
Discretionary$0
Non-Disc.$1.5M
Employees2,645
Clients21
DateMar 2019
Total AUM$1.5M
Discretionary$0
Non-Disc.$1.5M
Employees2,645
Clients21
DateJan 2019
Total AUM$1.5M
Discretionary$0
Non-Disc.$1.5M
Employees2,645
Clients21
DateNov 2018
Total AUM$1.5M
Discretionary$0
Non-Disc.$1.5M
Employees2,645
Clients21
DateNov 2018
Total AUM$1.5M
Discretionary$0
Non-Disc.$1.5M
Employees2,645
Clients21
DateSep 2018
Total AUM$1.5M
Discretionary$0
Non-Disc.$1.5M
Employees2,645
Clients21
DateAug 2018
Total AUM$1.5M
Discretionary$0
Non-Disc.$1.5M
Employees2,645
Clients21
DateJul 2018
Total AUM$1.5M
Discretionary$0
Non-Disc.$1.5M
Employees2,645
Clients21
DateJun 2018
Total AUM$1.5M
Discretionary$0
Non-Disc.$1.5M
Employees2,645
Clients21
DateJun 2018
Total AUM$1.5M
Discretionary$0
Non-Disc.$1.5M
Employees2,645
Clients21
DateMay 2018
Total AUM$1.5M
Discretionary$0
Non-Disc.$1.5M
Employees2,645
Clients21
DateMay 2018
Total AUM$1.5M
Discretionary$0
Non-Disc.$1.5M
Employees2,645
Clients21
DateMar 2018
Total AUM$1.5M
Discretionary$0
Non-Disc.$1.5M
Employees2,645
Clients21
DateMar 2018
Total AUM$201.5M
Discretionary$198.7M
Non-Disc.$2.8M
Employees3,003
Clients40
DateMar 2018
Total AUM$201.5M
Discretionary$198.7M
Non-Disc.$2.8M
Employees3,003
Clients40
DateFeb 2018
Total AUM$201.5M
Discretionary$198.7M
Non-Disc.$2.8M
Employees3,003
Clients40
DateFeb 2018
Total AUM$201.5M
Discretionary$198.7M
Non-Disc.$2.8M
Employees3,003
Clients40
DateFeb 2018
Total AUM$201.5M
Discretionary$198.7M
Non-Disc.$2.8M
Employees3,003
Clients40
DateJan 2018
Total AUM$201.5M
Discretionary$198.7M
Non-Disc.$2.8M
Employees3,003
Clients40
DateNov 2017
Total AUM$201.5M
Discretionary$198.7M
Non-Disc.$2.8M
Employees3,003
Clients40
DateNov 2017
Total AUM$201.5M
Discretionary$198.7M
Non-Disc.$2.8M
Employees3,003
Clients40
DateSep 2017
Total AUM$201.5M
Discretionary$198.7M
Non-Disc.$2.8M
Employees3,003
Clients5,800
DateSep 2017
Total AUM$201.5M
Discretionary$198.7M
Non-Disc.$2.8M
Employees3,003
Clients5,800
DateAug 2017
Total AUM$201.5M
Discretionary$198.7M
Non-Disc.$2.8M
Employees3,003
Clients5,800
DateJul 2017
Total AUM$201.5M
Discretionary$198.7M
Non-Disc.$2.8M
Employees3,003
Clients5,800
DateJun 2017
Total AUM$201.5M
Discretionary$198.7M
Non-Disc.$2.8M
Employees3,003
Clients5,800
DateMay 2017
Total AUM$201.5M
Discretionary$198.7M
Non-Disc.$2.8M
Employees3,003
Clients5,800
DateMar 2017
Total AUM$201.5M
Discretionary$198.7M
Non-Disc.$2.8M
Employees3,003
Clients5,800
DateMar 2017
Total AUM$5.5B
Discretionary$3.7B
Non-Disc.$1.8B
Employees4,121
Clients4,600
DateMar 2017
Total AUM$5.5B
Discretionary$3.7B
Non-Disc.$1.8B
Employees4,121
Clients4,600
DateFeb 2017
Total AUM$5.5B
Discretionary$3.7B
Non-Disc.$1.8B
Employees4,121
Clients4,600
DateJan 2017
Total AUM$5.5B
Discretionary$3.7B
Non-Disc.$1.8B
Employees4,121
Clients4,600
DateDec 2016
Total AUM$5.5B
Discretionary$3.7B
Non-Disc.$1.8B
Employees4,121
Clients4,600
DateNov 2016
Total AUM$5.5B
Discretionary$3.7B
Non-Disc.$1.8B
Employees4,121
Clients4,600
DateOct 2016
Total AUM$5.5B
Discretionary$3.7B
Non-Disc.$1.8B
Employees4,121
Clients4,600
DateOct 2016
Total AUM$5.5B
Discretionary$3.7B
Non-Disc.$1.8B
Employees4,121
Clients4,600
DateSep 2016
Total AUM$5.5B
Discretionary$3.7B
Non-Disc.$1.8B
Employees4,121
Clients4,600
DateAug 2016
Total AUM$5.5B
Discretionary$3.7B
Non-Disc.$1.8B
Employees4,121
Clients4,600
DateAug 2016
Total AUM$5.5B
Discretionary$3.7B
Non-Disc.$1.8B
Employees4,121
Clients4,600
DateJul 2016
Total AUM$5.5B
Discretionary$3.7B
Non-Disc.$1.8B
Employees4,121
Clients4,600
DateJul 2016
Total AUM$5.5B
Discretionary$3.7B
Non-Disc.$1.8B
Employees4,121
Clients4,600
DateJun 2016
Total AUM$5.5B
Discretionary$3.7B
Non-Disc.$1.8B
Employees4,121
Clients4,600
DateJun 2016
Total AUM$5.5B
Discretionary$3.7B
Non-Disc.$1.8B
Employees4,121
Clients4,600
DateApr 2016
Total AUM$5.5B
Discretionary$3.7B
Non-Disc.$1.8B
Employees4,121
Clients4,600
DateMar 2016
Total AUM$5.5B
Discretionary$3.7B
Non-Disc.$1.8B
Employees4,121
Clients4,600
DateMar 2016
Total AUM$5.7B
Discretionary$3.8B
Non-Disc.$1.9B
Employees4,135
Clients4,400
DateFeb 2016
Total AUM$5.7B
Discretionary$3.8B
Non-Disc.$1.9B
Employees4,135
Clients4,400
DateJan 2016
Total AUM$5.7B
Discretionary$3.8B
Non-Disc.$1.9B
Employees4,135
Clients4,400
DateJan 2016
Total AUM$5.7B
Discretionary$3.8B
Non-Disc.$1.9B
Employees4,135
Clients4,400
DateJan 2016
Total AUM$5.7B
Discretionary$3.8B
Non-Disc.$1.9B
Employees4,135
Clients4,400
DateDec 2015
Total AUM$5.7B
Discretionary$3.8B
Non-Disc.$1.9B
Employees4,135
Clients4,400
DateDec 2015
Total AUM$5.7B
Discretionary$3.8B
Non-Disc.$1.9B
Employees4,135
Clients4,400
DateOct 2015
Total AUM$5.7B
Discretionary$3.8B
Non-Disc.$1.9B
Employees4,135
Clients4,400
DateOct 2015
Total AUM$5.7B
Discretionary$3.8B
Non-Disc.$1.9B
Employees4,135
Clients4,400
DateAug 2015
Total AUM$5.7B
Discretionary$3.8B
Non-Disc.$1.9B
Employees4,135
Clients4,400
DateAug 2015
Total AUM$5.7B
Discretionary$3.8B
Non-Disc.$1.9B
Employees4,135
Clients4,400
DateJun 2015
Total AUM$5.7B
Discretionary$3.8B
Non-Disc.$1.9B
Employees4,135
Clients4,400
DateJun 2015
Total AUM$5.7B
Discretionary$3.8B
Non-Disc.$1.9B
Employees4,135
Clients4,400
DateMay 2015
Total AUM$5.7B
Discretionary$3.8B
Non-Disc.$1.9B
Employees4,135
Clients4,400
DateApr 2015
Total AUM$5.7B
Discretionary$3.8B
Non-Disc.$1.9B
Employees4,135
Clients4,400
DateApr 2015
Total AUM$5.7B
Discretionary$3.8B
Non-Disc.$1.9B
Employees4,135
Clients4,400
DateMar 2015
Total AUM$5.7B
Discretionary$3.8B
Non-Disc.$1.9B
Employees4,135
Clients4,400
DateMar 2015
Total AUM$6.2B
Discretionary$4.3B
Non-Disc.$1.9B
Employees4,115
Clients3,900
DateFeb 2015
Total AUM$6.2B
Discretionary$4.3B
Non-Disc.$1.9B
Employees4,115
Clients3,900
DateJan 2015
Total AUM$6.2B
Discretionary$4.3B
Non-Disc.$1.9B
Employees4,115
Clients3,900
DateDec 2014
Total AUM$6.2B
Discretionary$4.3B
Non-Disc.$1.9B
Employees4,115
Clients3,900
DateOct 2014
Total AUM$6.2B
Discretionary$4.3B
Non-Disc.$1.9B
Employees4,115
Clients3,900
DateOct 2014
Total AUM$6.2B
Discretionary$4.3B
Non-Disc.$1.9B
Employees4,115
Clients3,900
DateSep 2014
Total AUM$6.2B
Discretionary$4.3B
Non-Disc.$1.9B
Employees4,115
Clients3,900
DateAug 2014
Total AUM$6.2B
Discretionary$4.3B
Non-Disc.$1.9B
Employees4,115
Clients3,900
DateAug 2014
Total AUM$6.2B
Discretionary$4.3B
Non-Disc.$1.9B
Employees4,115
Clients3,900
DateJul 2014
Total AUM$6.2B
Discretionary$4.3B
Non-Disc.$1.9B
Employees4,115
Clients3,900
DateJul 2014
Total AUM$6.2B
Discretionary$4.3B
Non-Disc.$1.9B
Employees4,115
Clients3,900
DateJun 2014
Total AUM$6.2B
Discretionary$4.3B
Non-Disc.$1.9B
Employees4,115
Clients3,900
DateJun 2014
Total AUM$6.2B
Discretionary$4.3B
Non-Disc.$1.9B
Employees4,115
Clients3,900
DateJun 2014
Total AUM$6.2B
Discretionary$4.3B
Non-Disc.$1.9B
Employees4,115
Clients3,900
DateJun 2014
Total AUM$6.2B
Discretionary$4.3B
Non-Disc.$1.9B
Employees4,115
Clients3,900
DateMar 2014
Total AUM$6.2B
Discretionary$4.3B
Non-Disc.$1.9B
Employees4,115
Clients3,900
DateMar 2014
Total AUM$5.4B
Discretionary$4B
Non-Disc.$1.4B
Employees4,157
Clients4,200
DateFeb 2014
Total AUM$5.4B
Discretionary$4B
Non-Disc.$1.4B
Employees4,157
Clients4,200
DateFeb 2014
Total AUM$5.4B
Discretionary$4B
Non-Disc.$1.4B
Employees4,157
Clients4,200
DateJan 2014
Total AUM$5.4B
Discretionary$4B
Non-Disc.$1.4B
Employees4,157
Clients4,200
DateJan 2014
Total AUM$5.4B
Discretionary$4B
Non-Disc.$1.4B
Employees4,157
Clients4,200
DateOct 2013
Total AUM$5.4B
Discretionary$4B
Non-Disc.$1.4B
Employees4,157
Clients4,200
DateAug 2013
Total AUM$5.4B
Discretionary$4B
Non-Disc.$1.4B
Employees4,157
Clients4,200
DateAug 2013
Total AUM$5.4B
Discretionary$4B
Non-Disc.$1.4B
Employees4,157
Clients4,200
DateAug 2013
Total AUM$5.4B
Discretionary$4B
Non-Disc.$1.4B
Employees4,157
Clients4,200
DateJun 2013
Total AUM$5.4B
Discretionary$4B
Non-Disc.$1.4B
Employees4,157
Clients4,200
DateApr 2013
Total AUM$5.4B
Discretionary$4B
Non-Disc.$1.4B
Employees4,157
Clients4,200
DateApr 2013
Total AUM$5.4B
Discretionary$4B
Non-Disc.$1.4B
Employees4,157
Clients4,200
DateApr 2013
Total AUM$5.4B
Discretionary$4B
Non-Disc.$1.4B
Employees4,157
Clients4,200
DateMar 2013
Total AUM$5.4B
Discretionary$4B
Non-Disc.$1.4B
Employees4,157
Clients4,200
DateMar 2013
Total AUM$5.9B
Discretionary$4.6B
Non-Disc.$1.3B
Employees4,214
Clients5,200
DateFeb 2013
Total AUM$5.9B
Discretionary$4.6B
Non-Disc.$1.3B
Employees4,214
Clients5,200
DateFeb 2013
Total AUM$5.9B
Discretionary$4.6B
Non-Disc.$1.3B
Employees4,214
Clients5,200
DateJan 2013
Total AUM$5.9B
Discretionary$4.6B
Non-Disc.$1.3B
Employees4,214
Clients5,200
DateJan 2013
Total AUM$5.9B
Discretionary$4.6B
Non-Disc.$1.3B
Employees4,214
Clients5,200
DateJan 2013
Total AUM$5.9B
Discretionary$4.6B
Non-Disc.$1.3B
Employees4,214
Clients5,200
DateJan 2013
Total AUM$5.9B
Discretionary$4.6B
Non-Disc.$1.3B
Employees4,214
Clients5,200
DateDec 2012
Total AUM$5.9B
Discretionary$4.6B
Non-Disc.$1.3B
Employees4,214
Clients5,200
DateDec 2012
Total AUM$5.9B
Discretionary$4.6B
Non-Disc.$1.3B
Employees4,214
Clients5,200
DateSep 2012
Total AUM$5.9B
Discretionary$4.6B
Non-Disc.$1.3B
Employees--
Clients5,200
DateSep 2012
Total AUM$5.9B
Discretionary$4.6B
Non-Disc.$1.3B
Employees--
Clients5,200
DateAug 2012
Total AUM$5.9B
Discretionary$4.6B
Non-Disc.$1.3B
Employees--
Clients5,200
DateJul 2012
Total AUM$5.9B
Discretionary$4.6B
Non-Disc.$1.3B
Employees--
Clients5,200
DateJun 2012
Total AUM$5.9B
Discretionary$4.6B
Non-Disc.$1.3B
Employees--
Clients5,200
DateJun 2012
Total AUM$5.9B
Discretionary$4.6B
Non-Disc.$1.3B
Employees--
Clients5,200
DateMar 2012
Total AUM$5.9B
Discretionary$4.6B
Non-Disc.$1.3B
Employees--
Clients5,200
DateDec 2011
Total AUM$6.4B
Discretionary$5.2B
Non-Disc.$1.2B
Employees--
Clients4,000
DateDec 2011
Total AUM$6.4B
Discretionary$5.2B
Non-Disc.$1.2B
Employees--
Clients4,000
DateDec 2011
Total AUM$6.4B
Discretionary$5.2B
Non-Disc.$1.2B
Employees--
Clients4,000
DateNov 2011
Total AUM$6.4B
Discretionary$5.2B
Non-Disc.$1.2B
Employees--
Clients4,000
DateNov 2011
Total AUM$6.4B
Discretionary$5.2B
Non-Disc.$1.2B
Employees--
Clients4,000
DateJul 2011
Total AUM$6.4B
Discretionary$5.2B
Non-Disc.$1.2B
Employees--
Clients--
DateJul 2011
Total AUM$6.4B
Discretionary$5.2B
Non-Disc.$1.2B
Employees--
Clients--
DateJul 2011
Total AUM$6.4B
Discretionary$5.2B
Non-Disc.$1.2B
Employees--
Clients--
DateJun 2011
Total AUM$6.4B
Discretionary$5.2B
Non-Disc.$1.2B
Employees--
Clients--
DateMay 2011
Total AUM$6.4B
Discretionary$5.2B
Non-Disc.$1.2B
Employees--
Clients--
DateMay 2011
Total AUM$6.4B
Discretionary$5.2B
Non-Disc.$1.2B
Employees--
Clients--
DateApr 2011
Total AUM$6.4B
Discretionary$5.2B
Non-Disc.$1.2B
Employees--
Clients--
DateApr 2011
Total AUM$6.4B
Discretionary$5.2B
Non-Disc.$1.2B
Employees--
Clients--
DateApr 2011
Total AUM$6.4B
Discretionary$5.2B
Non-Disc.$1.2B
Employees--
Clients--
DateMar 2011
Total AUM$6.4B
Discretionary$5.2B
Non-Disc.$1.2B
Employees--
Clients--
DateMar 2011
Total AUM$6.4B
Discretionary$5.2B
Non-Disc.$1.2B
Employees--
Clients--
DateFeb 2011
Total AUM$5.3B
Discretionary$4.3B
Non-Disc.$1B
Employees--
Clients--
DateJan 2011
Total AUM$5.3B
Discretionary$4.3B
Non-Disc.$1B
Employees--
Clients--
DateDec 2010
Total AUM$5.3B
Discretionary$4.3B
Non-Disc.$1B
Employees--
Clients--
DateDec 2010
Total AUM$5.3B
Discretionary$4.3B
Non-Disc.$1B
Employees--
Clients--
DateOct 2010
Total AUM$5.3B
Discretionary$4.3B
Non-Disc.$1B
Employees--
Clients--
DateOct 2010
Total AUM$5.3B
Discretionary$4.3B
Non-Disc.$1B
Employees--
Clients--
DateSep 2010
Total AUM$5.3B
Discretionary$4.3B
Non-Disc.$1B
Employees--
Clients--
DateAug 2010
Total AUM$5.3B
Discretionary$4.3B
Non-Disc.$1B
Employees--
Clients--
DateAug 2010
Total AUM$5.3B
Discretionary$4.3B
Non-Disc.$1B
Employees--
Clients--
DateAug 2010
Total AUM$5.3B
Discretionary$4.3B
Non-Disc.$1B
Employees--
Clients--
DateJun 2010
Total AUM$5.3B
Discretionary$4.3B
Non-Disc.$1B
Employees--
Clients--
DateMay 2010
Total AUM$5.3B
Discretionary$4.3B
Non-Disc.$1B
Employees--
Clients--
DateMay 2010
Total AUM$5.3B
Discretionary$4.3B
Non-Disc.$1B
Employees--
Clients--
DateMay 2010
Total AUM$5.3B
Discretionary$4.3B
Non-Disc.$1B
Employees--
Clients--
DateApr 2010
Total AUM$5.3B
Discretionary$4.3B
Non-Disc.$1B
Employees--
Clients--
DateMar 2010
Total AUM$5.3B
Discretionary$4.3B
Non-Disc.$1B
Employees--
Clients--
DateMar 2010
Total AUM$4.7B
Discretionary$3.9B
Non-Disc.$811.8M
Employees--
Clients--
DateJan 2010
Total AUM$4.7B
Discretionary$3.9B
Non-Disc.$811.8M
Employees--
Clients--
DateJan 2010
Total AUM$4.7B
Discretionary$3.9B
Non-Disc.$811.8M
Employees--
Clients--
DateOct 2009
Total AUM$4.7B
Discretionary$3.9B
Non-Disc.$811.8M
Employees--
Clients--
DateOct 2009
Total AUM$4.7B
Discretionary$3.9B
Non-Disc.$811.8M
Employees--
Clients--
DateJul 2009
Total AUM$4.7B
Discretionary$3.9B
Non-Disc.$811.8M
Employees--
Clients--
DateApr 2009
Total AUM$4.7B
Discretionary$3.9B
Non-Disc.$811.8M
Employees--
Clients--
DateApr 2009
Total AUM$4.7B
Discretionary$3.9B
Non-Disc.$811.8M
Employees--
Clients--
DateMar 2009
Total AUM$4.7B
Discretionary$3.9B
Non-Disc.$811.8M
Employees--
Clients--
DateMar 2009
Total AUM$5.6B
Discretionary$4.5B
Non-Disc.$1.1B
Employees--
Clients--
DateMar 2009
Total AUM$5.6B
Discretionary$4.5B
Non-Disc.$1.1B
Employees--
Clients--
DateSep 2008
Total AUM$5.6B
Discretionary$4.5B
Non-Disc.$1.1B
Employees--
Clients--
DateJan 2008
Total AUM$14.8B
Discretionary$4.4B
Non-Disc.$10.4B
Employees--
Clients--
DateJan 2008
Total AUM$14.8B
Discretionary$4.4B
Non-Disc.$10.4B
Employees--
Clients--
DateDec 2007
Total AUM$14.8B
Discretionary$4.4B
Non-Disc.$10.4B
Employees--
Clients--
DateDec 2007
Total AUM$14.8B
Discretionary$4.4B
Non-Disc.$10.4B
Employees--
Clients--
DateOct 2007
Total AUM$14.8B
Discretionary$4.4B
Non-Disc.$10.4B
Employees--
Clients--
DateApr 2007
Total AUM$14.8B
Discretionary$4.4B
Non-Disc.$10.4B
Employees--
Clients--
DateMar 2007
Total AUM$14.8B
Discretionary$4.4B
Non-Disc.$10.4B
Employees--
Clients--
DateFeb 2007
Total AUM$12.1B
Discretionary$4.1B
Non-Disc.$8B
Employees--
Clients--
DateFeb 2007
Total AUM$12.1B
Discretionary$4.1B
Non-Disc.$8B
Employees--
Clients--
DateFeb 2007
Total AUM$12.1B
Discretionary$4.1B
Non-Disc.$8B
Employees--
Clients--
DateFeb 2007
Total AUM$12.1B
Discretionary$4.1B
Non-Disc.$8B
Employees--
Clients--
DateFeb 2007
Total AUM$12.1B
Discretionary$4.1B
Non-Disc.$8B
Employees--
Clients--
DateJan 2007
Total AUM$12.1B
Discretionary$4.1B
Non-Disc.$8B
Employees--
Clients--
DateJan 2007
Total AUM$12.1B
Discretionary$4.1B
Non-Disc.$8B
Employees--
Clients--
DateDec 2006
Total AUM$12.1B
Discretionary$4.1B
Non-Disc.$8B
Employees--
Clients--
DateDec 2006
Total AUM$12.1B
Discretionary$4.1B
Non-Disc.$8B
Employees--
Clients--
DateMar 2006
Total AUM$9.1B
Discretionary$1.1B
Non-Disc.$8B
Employees--
Clients--
DateMar 2006
Total AUM$9.1B
Discretionary$1.1B
Non-Disc.$8B
Employees--
Clients--
DateDec 2005
Total AUM$9.1B
Discretionary$1.1B
Non-Disc.$8B
Employees--
Clients--
DateDec 2005
Total AUM$9.1B
Discretionary$1.1B
Non-Disc.$8B
Employees--
Clients--
DateNov 2005
Total AUM$9.1B
Discretionary$1.1B
Non-Disc.$8B
Employees--
Clients--
DateNov 2005
Total AUM$9.1B
Discretionary$1.1B
Non-Disc.$8B
Employees--
Clients--
DateOct 2005
Total AUM$9.1B
Discretionary$1.1B
Non-Disc.$8B
Employees--
Clients--
DateOct 2005
Total AUM$9.1B
Discretionary$1.1B
Non-Disc.$8B
Employees--
Clients--
DateOct 2005
Total AUM$9.1B
Discretionary$1.1B
Non-Disc.$8B
Employees--
Clients--
DateSep 2005
Total AUM$9.1B
Discretionary$1.1B
Non-Disc.$8B
Employees--
Clients--
DateSep 2005
Total AUM$9.1B
Discretionary$1.1B
Non-Disc.$8B
Employees--
Clients--
DateJun 2005
Total AUM$9.1B
Discretionary$1.1B
Non-Disc.$8B
Employees--
Clients--
DateJun 2005
Total AUM$9.1B
Discretionary$1.1B
Non-Disc.$8B
Employees--
Clients--
DateMay 2005
Total AUM$9.1B
Discretionary$1.1B
Non-Disc.$8B
Employees--
Clients--
DateMay 2005
Total AUM$9.1B
Discretionary$1.1B
Non-Disc.$8B
Employees--
Clients--
DateMay 2005
Total AUM$9.1B
Discretionary$1.1B
Non-Disc.$8B
Employees--
Clients--
DateMay 2005
Total AUM$9.1B
Discretionary$1.1B
Non-Disc.$8B
Employees--
Clients--
DateJan 2005
Total AUM$9.6B
Discretionary$1.1B
Non-Disc.$8.5B
Employees--
Clients--
DateDec 2004
Total AUM$9.6B
Discretionary$1.1B
Non-Disc.$8.5B
Employees--
Clients--
DateAug 2004
Total AUM$9.6B
Discretionary$1.1B
Non-Disc.$8.5B
Employees--
Clients--
DateJul 2004
Total AUM$9.6B
Discretionary$1.1B
Non-Disc.$8.5B
Employees--
Clients--
DateApr 2004
Total AUM$9.6B
Discretionary$1.1B
Non-Disc.$8.5B
Employees--
Clients--
DateApr 2004
Total AUM$9.6B
Discretionary$1.1B
Non-Disc.$8.5B
Employees--
Clients--
DateMar 2004
Total AUM$11.5B
Discretionary$2.7B
Non-Disc.$8.8B
Employees--
Clients--
DateApr 2002
Total AUM$13.3B
Discretionary$3.4B
Non-Disc.$9.9B
Employees--
Clients--
DateMar 2002
Total AUM$13.3B
Discretionary$3.4B
Non-Disc.$9.9B
Employees--
Clients--
DateMar 2002
Total AUM$11.3B
Discretionary$3.4B
Non-Disc.$7.9B
Employees--
Clients--
DateMar 2002
Total AUM$11.3B
Discretionary$3.4B
Non-Disc.$7.9B
Employees--
Clients--
DateMar 2002
Total AUM$11.3B
Discretionary$3.4B
Non-Disc.$7.9B
Employees--
Clients--
DateNov 2001
Total AUM$11.3B
Discretionary$3.4B
Non-Disc.$7.9B
Employees--
Clients--