FSC SECURITIES CORPORATION
CRD #7461 SEC #801-42017 ATLANTA, GA 1-800-547-2382
SEC Registered Broker-Dealer Disclosures
Total AUM
$11.7B
Discretionary
$8.7B
Employees
2,174
Clients
101
Accounts
52,792
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2023 | $11.7B | $8.7B | $3B | 2,174 | 2,021 |
| Sep 2023 | $11.7B | $8.7B | $3B | 2,174 | 2,021 |
| Aug 2023 | $11.7B | $8.7B | $3B | 2,174 | 2,021 |
| Aug 2023 | $11.7B | $8.7B | $3B | 2,174 | 2,021 |
| Aug 2023 | $11.7B | $8.7B | $3B | 2,174 | 2,021 |
| Jul 2023 | $11.7B | $8.7B | $3B | 2,174 | 2,021 |
| Jul 2023 | $11.7B | $8.7B | $3B | 2,174 | 2,021 |
| Jun 2023 | $11.7B | $8.7B | $3B | 2,174 | 2,021 |
| May 2023 | $11.7B | $8.7B | $3B | 2,174 | 2,021 |
| Apr 2023 | $11.7B | $8.7B | $3B | 2,174 | 2,021 |
| Mar 2023 | $11.7B | $8.7B | $3B | 2,174 | 2,021 |
| Mar 2023 | $12.9B | $9.3B | $3.6B | 2,435 | 2,436 |
| Mar 2023 | $12.9B | $9.3B | $3.6B | 2,435 | 2,436 |
| Mar 2023 | $12.9B | $9.3B | $3.6B | 2,435 | 2,436 |
| Feb 2023 | $12.9B | $9.3B | $3.6B | 2,435 | 2,436 |
| Dec 2022 | $12.9B | $9.3B | $3.6B | 2,435 | 2,436 |
| Nov 2022 | $12.9B | $9.3B | $3.6B | 2,435 | 2,436 |
| Nov 2022 | $12.9B | $9.3B | $3.6B | 2,435 | 2,436 |
| Oct 2022 | $12.9B | $9.3B | $3.6B | 2,435 | 2,436 |
| Sep 2022 | $12.9B | $9.3B | $3.6B | 2,435 | 2,436 |
| Aug 2022 | $12.9B | $9.3B | $3.6B | 2,435 | 2,436 |
| Jul 2022 | $12.9B | $9.3B | $3.6B | 2,435 | 2,436 |
| Jun 2022 | $12.9B | $9.3B | $3.6B | 2,435 | 2,436 |
| May 2022 | $12.9B | $9.3B | $3.6B | 2,435 | 2,436 |
| May 2022 | $12.9B | $9.3B | $3.6B | 2,435 | 2,436 |
| Apr 2022 | $12.9B | $9.3B | $3.6B | 2,435 | 2,436 |
| Mar 2022 | $12.9B | $9.3B | $3.6B | 2,435 | 2,436 |
| Mar 2022 | $10.1B | $7.2B | $3B | 2,258 | 1,696 |
| Feb 2022 | $10.1B | $7.2B | $3B | 2,258 | 1,696 |
| Jan 2022 | $10.1B | $7.2B | $3B | 2,258 | 1,696 |
| Jan 2022 | $10.1B | $7.2B | $3B | 2,258 | 1,696 |
| Dec 2021 | $10.1B | $7.2B | $3B | 2,258 | 1,696 |
| Nov 2021 | $10.1B | $7.2B | $3B | 2,258 | 1,696 |
| Oct 2021 | $10.1B | $7.2B | $3B | 2,258 | 1,696 |
| Oct 2021 | $10.1B | $7.2B | $3B | 2,258 | 1,696 |
| Sep 2021 | $10.1B | $7.2B | $3B | 2,258 | 1,696 |
| Aug 2021 | $10.1B | $7.2B | $3B | 2,258 | 1,696 |
| Jul 2021 | $10.1B | $7.2B | $3B | 2,258 | 1,696 |
| Jun 2021 | $10.1B | $7.2B | $3B | 2,258 | 1,696 |
| Jun 2021 | $10.1B | $7.2B | $3B | 2,258 | 1,696 |
| Jun 2021 | $10.1B | $7.2B | $3B | 2,258 | 1,696 |
| May 2021 | $10.1B | $7.2B | $3B | 2,258 | 1,696 |
| Apr 2021 | $10.1B | $7.2B | $3B | 2,258 | 1,696 |
| Mar 2021 | $10.1B | $7.2B | $3B | 2,258 | 1,696 |
| Feb 2021 | $8.7B | $5.7B | $3B | 1,529 | 1,873 |
| Feb 2021 | $8.7B | $5.7B | $3B | 1,529 | 1,873 |
| Jan 2021 | $8.7B | $5.7B | $3B | 1,529 | 1,873 |
| Dec 2020 | $8.7B | $5.7B | $3B | 1,529 | 1,873 |
| Dec 2020 | $8.7B | $5.7B | $3B | 1,529 | 1,873 |
| Nov 2020 | $8.7B | $5.7B | $3B | 1,529 | 1,873 |
| Oct 2020 | $8.7B | $5.7B | $3B | 1,529 | 1,873 |
| Oct 2020 | $8.7B | $5.7B | $3B | 1,529 | 1,873 |
| Sep 2020 | $8.7B | $5.7B | $3B | 1,529 | 1,873 |
| Aug 2020 | $8.7B | $5.7B | $3B | 1,529 | 1,873 |
| Aug 2020 | $8.7B | $5.7B | $3B | 1,529 | 1,873 |
| Jul 2020 | $8.7B | $5.7B | $3B | 1,529 | 1,873 |
| Jun 2020 | $8.7B | $5.7B | $3B | 1,529 | 1,873 |
| Jun 2020 | $8.7B | $5.7B | $3B | 1,529 | 1,873 |
| Jun 2020 | $8.7B | $5.7B | $3B | 1,529 | 1,873 |
| May 2020 | $8.7B | $5.7B | $3B | 1,529 | 1,873 |
| Apr 2020 | $8.7B | $5.7B | $3B | 1,529 | 1,873 |
| Mar 2020 | $8.7B | $5.7B | $3B | 1,529 | 1,873 |
| Mar 2020 | $8.2B | $4.4B | $3.8B | 1,602 | 3,563 |
| Mar 2020 | $8.2B | $4.4B | $3.8B | 1,602 | 3,563 |
| Feb 2020 | $8.2B | $4.4B | $3.8B | 1,602 | 3,563 |
| Jan 2020 | $8.2B | $4.4B | $3.8B | 1,602 | 3,563 |
| Dec 2019 | $8.2B | $4.4B | $3.8B | 1,602 | 3,563 |
| Dec 2019 | $8.2B | $4.4B | $3.8B | 1,602 | 3,563 |
| Nov 2019 | $8.2B | $4.4B | $3.8B | 1,602 | 3,563 |
| Oct 2019 | $8.2B | $4.4B | $3.8B | 1,602 | 3,563 |
| Sep 2019 | $8.2B | $4.4B | $3.8B | 1,602 | 3,563 |
| Aug 2019 | $8.2B | $4.4B | $3.8B | 1,602 | 3,563 |
| Aug 2019 | $8.2B | $4.4B | $3.8B | 1,602 | 3,563 |
| Jul 2019 | $8.2B | $4.4B | $3.8B | 1,602 | 3,563 |
| Jun 2019 | $8.2B | $4.4B | $3.8B | 1,602 | 3,563 |
| Jun 2019 | $8.2B | $4.4B | $3.8B | 1,602 | 3,563 |
| May 2019 | $8.2B | $4.4B | $3.8B | 1,602 | 3,563 |
| Apr 2019 | $8.2B | $4.4B | $3.8B | 1,602 | 3,563 |
| Mar 2019 | $8.2B | $4.4B | $3.8B | 1,602 | 3,563 |
| Mar 2019 | $8.2B | $4.2B | $3.9B | 1,740 | 3,158 |
| Feb 2019 | $8.2B | $4.2B | $3.9B | 1,740 | 3,158 |
| Jan 2019 | $8.2B | $4.2B | $3.9B | 1,740 | 3,158 |
| Jan 2019 | $8.2B | $4.2B | $3.9B | 1,740 | 3,158 |
| Dec 2018 | $8.2B | $4.2B | $3.9B | 1,740 | 3,158 |
| Nov 2018 | $8.2B | $4.2B | $3.9B | 1,740 | 3,158 |
| Nov 2018 | $8.2B | $4.2B | $3.9B | 1,740 | 3,158 |
| Oct 2018 | $8.2B | $4.2B | $3.9B | 1,740 | 3,158 |
| Oct 2018 | $8.2B | $4.2B | $3.9B | 1,740 | 3,158 |
| Sep 2018 | $8.2B | $4.2B | $3.9B | 1,740 | 3,158 |
| Aug 2018 | $8.2B | $4.2B | $3.9B | 1,740 | 3,158 |
| Aug 2018 | $8.2B | $4.2B | $3.9B | 1,740 | 3,158 |
| Aug 2018 | $8.2B | $4.2B | $3.9B | 1,740 | 3,158 |
| Jul 2018 | $8.2B | $4.2B | $3.9B | 1,740 | 3,158 |
| Jul 2018 | $8.2B | $4.2B | $3.9B | 1,740 | 3,158 |
| Jun 2018 | $8.2B | $4.2B | $3.9B | 1,740 | 3,158 |
| Jun 2018 | $8.2B | $4.2B | $3.9B | 1,740 | 3,158 |
| May 2018 | $8.2B | $4.2B | $3.9B | 1,740 | 3,158 |
| Apr 2018 | $8.2B | $4.2B | $3.9B | 1,740 | 3,158 |
| Apr 2018 | $8.2B | $4.2B | $3.9B | 1,740 | 3,158 |
| Apr 2018 | $8.2B | $4.2B | $3.9B | 1,740 | 3,158 |
| Mar 2018 | $8.2B | $4.2B | $3.9B | 1,740 | 3,158 |
| Mar 2018 | $6.2B | $2.9B | $3.3B | 1,419 | 4,021 |
| Feb 2018 | $6.2B | $2.9B | $3.3B | 1,419 | 4,021 |
| Jan 2018 | $6.2B | $2.9B | $3.3B | 1,419 | 4,021 |
| Jan 2018 | $6.2B | $2.9B | $3.3B | 1,419 | 4,021 |
| Dec 2017 | $6.2B | $2.9B | $3.3B | 1,419 | 4,021 |
| Nov 2017 | $6.2B | $2.9B | $3.3B | 1,419 | 4,021 |
| Oct 2017 | $6.2B | $2.9B | $3.3B | 1,419 | 4,021 |
| Oct 2017 | $6.2B | $2.9B | $3.3B | 1,419 | 4,021 |
| Sep 2017 | $6.2B | $2.9B | $3.3B | 1,419 | 23,900 |
| Sep 2017 | $6.2B | $2.9B | $3.3B | 1,419 | 23,900 |
| Aug 2017 | $6.2B | $2.9B | $3.3B | 1,419 | 23,900 |
| Jul 2017 | $6.2B | $2.9B | $3.3B | 1,419 | 23,900 |
| Jul 2017 | $6.2B | $2.9B | $3.3B | 1,419 | 23,900 |
| Jun 2017 | $6.2B | $2.9B | $3.3B | 1,419 | 23,900 |
| Jun 2017 | $6.2B | $2.9B | $3.3B | 1,419 | 23,900 |
| Jun 2017 | $6.2B | $2.9B | $3.3B | 1,419 | 23,900 |
| May 2017 | $6.2B | $2.9B | $3.3B | 1,419 | 23,900 |
| Apr 2017 | $6.2B | $2.9B | $3.3B | 1,419 | 23,900 |
| Apr 2017 | $6.2B | $2.9B | $3.3B | 1,419 | 23,900 |
| Mar 2017 | $6.2B | $2.9B | $3.3B | 1,419 | 23,900 |
| Mar 2017 | $5.6B | $2.6B | $3B | 1,585 | 23,700 |
| Feb 2017 | $5.6B | $2.6B | $3B | 1,585 | 23,700 |
| Jan 2017 | $5.6B | $2.6B | $3B | 1,585 | 23,700 |
| Jan 2017 | $5.6B | $2.6B | $3B | 1,585 | 23,700 |
| Dec 2016 | $5.6B | $2.6B | $3B | 1,585 | 23,700 |
| Dec 2016 | $5.6B | $2.6B | $3B | 1,585 | 23,700 |
| Nov 2016 | $5.6B | $2.6B | $3B | 1,585 | 23,700 |
| Nov 2016 | $5.6B | $2.6B | $3B | 1,585 | 23,700 |
| Aug 2016 | $5.6B | $2.6B | $3B | 1,585 | 23,700 |
| Aug 2016 | $5.6B | $2.6B | $3B | 1,585 | 23,700 |
| Jun 2016 | $5.6B | $2.6B | $3B | 1,585 | 23,700 |
| Apr 2016 | $5.6B | $2.6B | $3B | 1,585 | 23,700 |
| Mar 2016 | $5.6B | $2.6B | $3B | 1,585 | 23,700 |
| Feb 2016 | $5.3B | $2.5B | $2.8B | 1,530 | 22,940 |
| Oct 2015 | $5.3B | $2.5B | $2.8B | 1,530 | 22,940 |
| Sep 2015 | $5.3B | $2.5B | $2.8B | 1,530 | 22,940 |
| Mar 2015 | $5.3B | $2.5B | $2.8B | 1,530 | 22,940 |
| Dec 2014 | $4.7B | $2B | $2.7B | 1,400 | 24,000 |
| Oct 2014 | $4.7B | $2B | $2.7B | 1,400 | 24,000 |
| Aug 2014 | $4.7B | $2B | $2.7B | 1,400 | 24,000 |
| May 2014 | $4.7B | $2B | $2.7B | 1,400 | 24,000 |
| Mar 2014 | $4.7B | $2B | $2.7B | 1,400 | 24,000 |
| Dec 2013 | $4.2B | $1.6B | $2.6B | 1,400 | 22,000 |
| Sep 2013 | $4.2B | $1.6B | $2.6B | 1,400 | 22,000 |
| May 2013 | $4.2B | $1.6B | $2.6B | 1,400 | 22,000 |
| Apr 2013 | $4.2B | $1.6B | $2.6B | 1,400 | 22,000 |
| Jan 2013 | $3.5B | $1.3B | $2.2B | 960 | 25,000 |
| Dec 2012 | $3.5B | $1.3B | $2.2B | 960 | 25,000 |
| Oct 2012 | $3.5B | $1.3B | $2.2B | 501 | 25,000 |
| Jun 2012 | $3.5B | $1.3B | $2.2B | 501 | 25,000 |
| Jun 2012 | $3.5B | $1.3B | $2.2B | 501 | 25,000 |
| Apr 2012 | $3.5B | $1.3B | $2.2B | 501 | 25,000 |
| Apr 2012 | $3.5B | $1.3B | $2.2B | 501 | 25,000 |
| Mar 2012 | $3.5B | $1.3B | $2.2B | 501 | 25,000 |
| Nov 2011 | $3.4B | $1.2B | $2.3B | 501 | 15,000 |
| Jul 2011 | $3.4B | $1.2B | $2.3B | 501 | -- |
| Jun 2011 | $3.4B | $1.2B | $2.3B | 501 | -- |
| May 2011 | $3.4B | $1.2B | $2.3B | 501 | -- |
| May 2011 | $3.4B | $1.2B | $2.3B | 501 | -- |
| Apr 2011 | $3.4B | $1.2B | $2.3B | 501 | -- |
| Apr 2011 | $3.4B | $1.2B | $2.3B | 501 | -- |
| Mar 2011 | $3.4B | $1.2B | $2.3B | 501 | -- |
| Mar 2011 | $3.7B | $835.7M | $2.9B | 501 | -- |
| Mar 2011 | $3.7B | $835.7M | $2.9B | 501 | -- |
| Mar 2011 | $3.7B | $835.7M | $2.9B | 501 | -- |
| Feb 2011 | $3.7B | $835.7M | $2.9B | 501 | -- |
| Nov 2010 | $3.7B | $835.7M | $2.9B | 501 | -- |
| Aug 2010 | $3.7B | $835.7M | $2.9B | 501 | -- |
| Mar 2010 | $3.7B | $835.7M | $2.9B | 501 | -- |
| Jun 2009 | $3.4B | $735.4M | $2.6B | 501 | -- |
| Apr 2009 | $3.4B | $735.4M | $2.6B | 501 | -- |
| Mar 2009 | $3.4B | $735.4M | $2.6B | 501 | -- |
| Mar 2008 | $3.8B | $771.3M | $3B | 501 | -- |
| Feb 2008 | $2.9B | $417.3M | $2.4B | 501 | -- |
| Aug 2007 | $2.9B | $417.3M | $2.4B | 501 | -- |
| Mar 2007 | $2.9B | $417.3M | $2.4B | 501 | -- |
| Dec 2006 | $2.1B | $255.8M | $1.8B | 501 | -- |
| Dec 2006 | $2.1B | $255.8M | $1.8B | 501 | -- |
| Mar 2006 | $2.1B | $255.8M | $1.8B | 501 | -- |
| Mar 2006 | $1.4B | $473.5M | $879.4M | 501 | -- |
| Jan 2006 | $1.4B | $473.5M | $879.4M | 501 | -- |
| Nov 2005 | $1.4B | $473.5M | $879.4M | 501 | -- |
| Sep 2005 | $1.4B | $473.5M | $879.4M | 501 | -- |
| Feb 2005 | $707M | $34.7M | $672.3M | 51 | -- |
| Jan 2005 | $707M | $34.7M | $672.3M | 51 | -- |
| Mar 2004 | $707M | $34.7M | $672.3M | 51 | -- |
| May 2002 | $707M | $34.7M | $672.3M | 51 | -- |
| Apr 2002 | $707M | $34.7M | $672.3M | 51 | -- |
| Nov 2001 | $600M | $40M | $560M | 51 | -- |
DateOct 2023
Total AUM$11.7B
Discretionary$8.7B
Non-Disc.$3B
Employees2,174
Clients2,021
DateSep 2023
Total AUM$11.7B
Discretionary$8.7B
Non-Disc.$3B
Employees2,174
Clients2,021
DateAug 2023
Total AUM$11.7B
Discretionary$8.7B
Non-Disc.$3B
Employees2,174
Clients2,021
DateAug 2023
Total AUM$11.7B
Discretionary$8.7B
Non-Disc.$3B
Employees2,174
Clients2,021
DateAug 2023
Total AUM$11.7B
Discretionary$8.7B
Non-Disc.$3B
Employees2,174
Clients2,021
DateJul 2023
Total AUM$11.7B
Discretionary$8.7B
Non-Disc.$3B
Employees2,174
Clients2,021
DateJul 2023
Total AUM$11.7B
Discretionary$8.7B
Non-Disc.$3B
Employees2,174
Clients2,021
DateJun 2023
Total AUM$11.7B
Discretionary$8.7B
Non-Disc.$3B
Employees2,174
Clients2,021
DateMay 2023
Total AUM$11.7B
Discretionary$8.7B
Non-Disc.$3B
Employees2,174
Clients2,021
DateApr 2023
Total AUM$11.7B
Discretionary$8.7B
Non-Disc.$3B
Employees2,174
Clients2,021
DateMar 2023
Total AUM$11.7B
Discretionary$8.7B
Non-Disc.$3B
Employees2,174
Clients2,021
DateMar 2023
Total AUM$12.9B
Discretionary$9.3B
Non-Disc.$3.6B
Employees2,435
Clients2,436
DateMar 2023
Total AUM$12.9B
Discretionary$9.3B
Non-Disc.$3.6B
Employees2,435
Clients2,436
DateMar 2023
Total AUM$12.9B
Discretionary$9.3B
Non-Disc.$3.6B
Employees2,435
Clients2,436
DateFeb 2023
Total AUM$12.9B
Discretionary$9.3B
Non-Disc.$3.6B
Employees2,435
Clients2,436
DateDec 2022
Total AUM$12.9B
Discretionary$9.3B
Non-Disc.$3.6B
Employees2,435
Clients2,436
DateNov 2022
Total AUM$12.9B
Discretionary$9.3B
Non-Disc.$3.6B
Employees2,435
Clients2,436
DateNov 2022
Total AUM$12.9B
Discretionary$9.3B
Non-Disc.$3.6B
Employees2,435
Clients2,436
DateOct 2022
Total AUM$12.9B
Discretionary$9.3B
Non-Disc.$3.6B
Employees2,435
Clients2,436
DateSep 2022
Total AUM$12.9B
Discretionary$9.3B
Non-Disc.$3.6B
Employees2,435
Clients2,436
DateAug 2022
Total AUM$12.9B
Discretionary$9.3B
Non-Disc.$3.6B
Employees2,435
Clients2,436
DateJul 2022
Total AUM$12.9B
Discretionary$9.3B
Non-Disc.$3.6B
Employees2,435
Clients2,436
DateJun 2022
Total AUM$12.9B
Discretionary$9.3B
Non-Disc.$3.6B
Employees2,435
Clients2,436
DateMay 2022
Total AUM$12.9B
Discretionary$9.3B
Non-Disc.$3.6B
Employees2,435
Clients2,436
DateMay 2022
Total AUM$12.9B
Discretionary$9.3B
Non-Disc.$3.6B
Employees2,435
Clients2,436
DateApr 2022
Total AUM$12.9B
Discretionary$9.3B
Non-Disc.$3.6B
Employees2,435
Clients2,436
DateMar 2022
Total AUM$12.9B
Discretionary$9.3B
Non-Disc.$3.6B
Employees2,435
Clients2,436
DateMar 2022
Total AUM$10.1B
Discretionary$7.2B
Non-Disc.$3B
Employees2,258
Clients1,696
DateFeb 2022
Total AUM$10.1B
Discretionary$7.2B
Non-Disc.$3B
Employees2,258
Clients1,696
DateJan 2022
Total AUM$10.1B
Discretionary$7.2B
Non-Disc.$3B
Employees2,258
Clients1,696
DateJan 2022
Total AUM$10.1B
Discretionary$7.2B
Non-Disc.$3B
Employees2,258
Clients1,696
DateDec 2021
Total AUM$10.1B
Discretionary$7.2B
Non-Disc.$3B
Employees2,258
Clients1,696
DateNov 2021
Total AUM$10.1B
Discretionary$7.2B
Non-Disc.$3B
Employees2,258
Clients1,696
DateOct 2021
Total AUM$10.1B
Discretionary$7.2B
Non-Disc.$3B
Employees2,258
Clients1,696
DateOct 2021
Total AUM$10.1B
Discretionary$7.2B
Non-Disc.$3B
Employees2,258
Clients1,696
DateSep 2021
Total AUM$10.1B
Discretionary$7.2B
Non-Disc.$3B
Employees2,258
Clients1,696
DateAug 2021
Total AUM$10.1B
Discretionary$7.2B
Non-Disc.$3B
Employees2,258
Clients1,696
DateJul 2021
Total AUM$10.1B
Discretionary$7.2B
Non-Disc.$3B
Employees2,258
Clients1,696
DateJun 2021
Total AUM$10.1B
Discretionary$7.2B
Non-Disc.$3B
Employees2,258
Clients1,696
DateJun 2021
Total AUM$10.1B
Discretionary$7.2B
Non-Disc.$3B
Employees2,258
Clients1,696
DateJun 2021
Total AUM$10.1B
Discretionary$7.2B
Non-Disc.$3B
Employees2,258
Clients1,696
DateMay 2021
Total AUM$10.1B
Discretionary$7.2B
Non-Disc.$3B
Employees2,258
Clients1,696
DateApr 2021
Total AUM$10.1B
Discretionary$7.2B
Non-Disc.$3B
Employees2,258
Clients1,696
DateMar 2021
Total AUM$10.1B
Discretionary$7.2B
Non-Disc.$3B
Employees2,258
Clients1,696
DateFeb 2021
Total AUM$8.7B
Discretionary$5.7B
Non-Disc.$3B
Employees1,529
Clients1,873
DateFeb 2021
Total AUM$8.7B
Discretionary$5.7B
Non-Disc.$3B
Employees1,529
Clients1,873
DateJan 2021
Total AUM$8.7B
Discretionary$5.7B
Non-Disc.$3B
Employees1,529
Clients1,873
DateDec 2020
Total AUM$8.7B
Discretionary$5.7B
Non-Disc.$3B
Employees1,529
Clients1,873
DateDec 2020
Total AUM$8.7B
Discretionary$5.7B
Non-Disc.$3B
Employees1,529
Clients1,873
DateNov 2020
Total AUM$8.7B
Discretionary$5.7B
Non-Disc.$3B
Employees1,529
Clients1,873
DateOct 2020
Total AUM$8.7B
Discretionary$5.7B
Non-Disc.$3B
Employees1,529
Clients1,873
DateOct 2020
Total AUM$8.7B
Discretionary$5.7B
Non-Disc.$3B
Employees1,529
Clients1,873
DateSep 2020
Total AUM$8.7B
Discretionary$5.7B
Non-Disc.$3B
Employees1,529
Clients1,873
DateAug 2020
Total AUM$8.7B
Discretionary$5.7B
Non-Disc.$3B
Employees1,529
Clients1,873
DateAug 2020
Total AUM$8.7B
Discretionary$5.7B
Non-Disc.$3B
Employees1,529
Clients1,873
DateJul 2020
Total AUM$8.7B
Discretionary$5.7B
Non-Disc.$3B
Employees1,529
Clients1,873
DateJun 2020
Total AUM$8.7B
Discretionary$5.7B
Non-Disc.$3B
Employees1,529
Clients1,873
DateJun 2020
Total AUM$8.7B
Discretionary$5.7B
Non-Disc.$3B
Employees1,529
Clients1,873
DateJun 2020
Total AUM$8.7B
Discretionary$5.7B
Non-Disc.$3B
Employees1,529
Clients1,873
DateMay 2020
Total AUM$8.7B
Discretionary$5.7B
Non-Disc.$3B
Employees1,529
Clients1,873
DateApr 2020
Total AUM$8.7B
Discretionary$5.7B
Non-Disc.$3B
Employees1,529
Clients1,873
DateMar 2020
Total AUM$8.7B
Discretionary$5.7B
Non-Disc.$3B
Employees1,529
Clients1,873
DateMar 2020
Total AUM$8.2B
Discretionary$4.4B
Non-Disc.$3.8B
Employees1,602
Clients3,563
DateMar 2020
Total AUM$8.2B
Discretionary$4.4B
Non-Disc.$3.8B
Employees1,602
Clients3,563
DateFeb 2020
Total AUM$8.2B
Discretionary$4.4B
Non-Disc.$3.8B
Employees1,602
Clients3,563
DateJan 2020
Total AUM$8.2B
Discretionary$4.4B
Non-Disc.$3.8B
Employees1,602
Clients3,563
DateDec 2019
Total AUM$8.2B
Discretionary$4.4B
Non-Disc.$3.8B
Employees1,602
Clients3,563
DateDec 2019
Total AUM$8.2B
Discretionary$4.4B
Non-Disc.$3.8B
Employees1,602
Clients3,563
DateNov 2019
Total AUM$8.2B
Discretionary$4.4B
Non-Disc.$3.8B
Employees1,602
Clients3,563
DateOct 2019
Total AUM$8.2B
Discretionary$4.4B
Non-Disc.$3.8B
Employees1,602
Clients3,563
DateSep 2019
Total AUM$8.2B
Discretionary$4.4B
Non-Disc.$3.8B
Employees1,602
Clients3,563
DateAug 2019
Total AUM$8.2B
Discretionary$4.4B
Non-Disc.$3.8B
Employees1,602
Clients3,563
DateAug 2019
Total AUM$8.2B
Discretionary$4.4B
Non-Disc.$3.8B
Employees1,602
Clients3,563
DateJul 2019
Total AUM$8.2B
Discretionary$4.4B
Non-Disc.$3.8B
Employees1,602
Clients3,563
DateJun 2019
Total AUM$8.2B
Discretionary$4.4B
Non-Disc.$3.8B
Employees1,602
Clients3,563
DateJun 2019
Total AUM$8.2B
Discretionary$4.4B
Non-Disc.$3.8B
Employees1,602
Clients3,563
DateMay 2019
Total AUM$8.2B
Discretionary$4.4B
Non-Disc.$3.8B
Employees1,602
Clients3,563
DateApr 2019
Total AUM$8.2B
Discretionary$4.4B
Non-Disc.$3.8B
Employees1,602
Clients3,563
DateMar 2019
Total AUM$8.2B
Discretionary$4.4B
Non-Disc.$3.8B
Employees1,602
Clients3,563
DateMar 2019
Total AUM$8.2B
Discretionary$4.2B
Non-Disc.$3.9B
Employees1,740
Clients3,158
DateFeb 2019
Total AUM$8.2B
Discretionary$4.2B
Non-Disc.$3.9B
Employees1,740
Clients3,158
DateJan 2019
Total AUM$8.2B
Discretionary$4.2B
Non-Disc.$3.9B
Employees1,740
Clients3,158
DateJan 2019
Total AUM$8.2B
Discretionary$4.2B
Non-Disc.$3.9B
Employees1,740
Clients3,158
DateDec 2018
Total AUM$8.2B
Discretionary$4.2B
Non-Disc.$3.9B
Employees1,740
Clients3,158
DateNov 2018
Total AUM$8.2B
Discretionary$4.2B
Non-Disc.$3.9B
Employees1,740
Clients3,158
DateNov 2018
Total AUM$8.2B
Discretionary$4.2B
Non-Disc.$3.9B
Employees1,740
Clients3,158
DateOct 2018
Total AUM$8.2B
Discretionary$4.2B
Non-Disc.$3.9B
Employees1,740
Clients3,158
DateOct 2018
Total AUM$8.2B
Discretionary$4.2B
Non-Disc.$3.9B
Employees1,740
Clients3,158
DateSep 2018
Total AUM$8.2B
Discretionary$4.2B
Non-Disc.$3.9B
Employees1,740
Clients3,158
DateAug 2018
Total AUM$8.2B
Discretionary$4.2B
Non-Disc.$3.9B
Employees1,740
Clients3,158
DateAug 2018
Total AUM$8.2B
Discretionary$4.2B
Non-Disc.$3.9B
Employees1,740
Clients3,158
DateAug 2018
Total AUM$8.2B
Discretionary$4.2B
Non-Disc.$3.9B
Employees1,740
Clients3,158
DateJul 2018
Total AUM$8.2B
Discretionary$4.2B
Non-Disc.$3.9B
Employees1,740
Clients3,158
DateJul 2018
Total AUM$8.2B
Discretionary$4.2B
Non-Disc.$3.9B
Employees1,740
Clients3,158
DateJun 2018
Total AUM$8.2B
Discretionary$4.2B
Non-Disc.$3.9B
Employees1,740
Clients3,158
DateJun 2018
Total AUM$8.2B
Discretionary$4.2B
Non-Disc.$3.9B
Employees1,740
Clients3,158
DateMay 2018
Total AUM$8.2B
Discretionary$4.2B
Non-Disc.$3.9B
Employees1,740
Clients3,158
DateApr 2018
Total AUM$8.2B
Discretionary$4.2B
Non-Disc.$3.9B
Employees1,740
Clients3,158
DateApr 2018
Total AUM$8.2B
Discretionary$4.2B
Non-Disc.$3.9B
Employees1,740
Clients3,158
DateApr 2018
Total AUM$8.2B
Discretionary$4.2B
Non-Disc.$3.9B
Employees1,740
Clients3,158
DateMar 2018
Total AUM$8.2B
Discretionary$4.2B
Non-Disc.$3.9B
Employees1,740
Clients3,158
DateMar 2018
Total AUM$6.2B
Discretionary$2.9B
Non-Disc.$3.3B
Employees1,419
Clients4,021
DateFeb 2018
Total AUM$6.2B
Discretionary$2.9B
Non-Disc.$3.3B
Employees1,419
Clients4,021
DateJan 2018
Total AUM$6.2B
Discretionary$2.9B
Non-Disc.$3.3B
Employees1,419
Clients4,021
DateJan 2018
Total AUM$6.2B
Discretionary$2.9B
Non-Disc.$3.3B
Employees1,419
Clients4,021
DateDec 2017
Total AUM$6.2B
Discretionary$2.9B
Non-Disc.$3.3B
Employees1,419
Clients4,021
DateNov 2017
Total AUM$6.2B
Discretionary$2.9B
Non-Disc.$3.3B
Employees1,419
Clients4,021
DateOct 2017
Total AUM$6.2B
Discretionary$2.9B
Non-Disc.$3.3B
Employees1,419
Clients4,021
DateOct 2017
Total AUM$6.2B
Discretionary$2.9B
Non-Disc.$3.3B
Employees1,419
Clients4,021
DateSep 2017
Total AUM$6.2B
Discretionary$2.9B
Non-Disc.$3.3B
Employees1,419
Clients23,900
DateSep 2017
Total AUM$6.2B
Discretionary$2.9B
Non-Disc.$3.3B
Employees1,419
Clients23,900
DateAug 2017
Total AUM$6.2B
Discretionary$2.9B
Non-Disc.$3.3B
Employees1,419
Clients23,900
DateJul 2017
Total AUM$6.2B
Discretionary$2.9B
Non-Disc.$3.3B
Employees1,419
Clients23,900
DateJul 2017
Total AUM$6.2B
Discretionary$2.9B
Non-Disc.$3.3B
Employees1,419
Clients23,900
DateJun 2017
Total AUM$6.2B
Discretionary$2.9B
Non-Disc.$3.3B
Employees1,419
Clients23,900
DateJun 2017
Total AUM$6.2B
Discretionary$2.9B
Non-Disc.$3.3B
Employees1,419
Clients23,900
DateJun 2017
Total AUM$6.2B
Discretionary$2.9B
Non-Disc.$3.3B
Employees1,419
Clients23,900
DateMay 2017
Total AUM$6.2B
Discretionary$2.9B
Non-Disc.$3.3B
Employees1,419
Clients23,900
DateApr 2017
Total AUM$6.2B
Discretionary$2.9B
Non-Disc.$3.3B
Employees1,419
Clients23,900
DateApr 2017
Total AUM$6.2B
Discretionary$2.9B
Non-Disc.$3.3B
Employees1,419
Clients23,900
DateMar 2017
Total AUM$6.2B
Discretionary$2.9B
Non-Disc.$3.3B
Employees1,419
Clients23,900
DateMar 2017
Total AUM$5.6B
Discretionary$2.6B
Non-Disc.$3B
Employees1,585
Clients23,700
DateFeb 2017
Total AUM$5.6B
Discretionary$2.6B
Non-Disc.$3B
Employees1,585
Clients23,700
DateJan 2017
Total AUM$5.6B
Discretionary$2.6B
Non-Disc.$3B
Employees1,585
Clients23,700
DateJan 2017
Total AUM$5.6B
Discretionary$2.6B
Non-Disc.$3B
Employees1,585
Clients23,700
DateDec 2016
Total AUM$5.6B
Discretionary$2.6B
Non-Disc.$3B
Employees1,585
Clients23,700
DateDec 2016
Total AUM$5.6B
Discretionary$2.6B
Non-Disc.$3B
Employees1,585
Clients23,700
DateNov 2016
Total AUM$5.6B
Discretionary$2.6B
Non-Disc.$3B
Employees1,585
Clients23,700
DateNov 2016
Total AUM$5.6B
Discretionary$2.6B
Non-Disc.$3B
Employees1,585
Clients23,700
DateAug 2016
Total AUM$5.6B
Discretionary$2.6B
Non-Disc.$3B
Employees1,585
Clients23,700
DateAug 2016
Total AUM$5.6B
Discretionary$2.6B
Non-Disc.$3B
Employees1,585
Clients23,700
DateJun 2016
Total AUM$5.6B
Discretionary$2.6B
Non-Disc.$3B
Employees1,585
Clients23,700
DateApr 2016
Total AUM$5.6B
Discretionary$2.6B
Non-Disc.$3B
Employees1,585
Clients23,700
DateMar 2016
Total AUM$5.6B
Discretionary$2.6B
Non-Disc.$3B
Employees1,585
Clients23,700
DateFeb 2016
Total AUM$5.3B
Discretionary$2.5B
Non-Disc.$2.8B
Employees1,530
Clients22,940
DateOct 2015
Total AUM$5.3B
Discretionary$2.5B
Non-Disc.$2.8B
Employees1,530
Clients22,940
DateSep 2015
Total AUM$5.3B
Discretionary$2.5B
Non-Disc.$2.8B
Employees1,530
Clients22,940
DateMar 2015
Total AUM$5.3B
Discretionary$2.5B
Non-Disc.$2.8B
Employees1,530
Clients22,940
DateDec 2014
Total AUM$4.7B
Discretionary$2B
Non-Disc.$2.7B
Employees1,400
Clients24,000
DateOct 2014
Total AUM$4.7B
Discretionary$2B
Non-Disc.$2.7B
Employees1,400
Clients24,000
DateAug 2014
Total AUM$4.7B
Discretionary$2B
Non-Disc.$2.7B
Employees1,400
Clients24,000
DateMay 2014
Total AUM$4.7B
Discretionary$2B
Non-Disc.$2.7B
Employees1,400
Clients24,000
DateMar 2014
Total AUM$4.7B
Discretionary$2B
Non-Disc.$2.7B
Employees1,400
Clients24,000
DateDec 2013
Total AUM$4.2B
Discretionary$1.6B
Non-Disc.$2.6B
Employees1,400
Clients22,000
DateSep 2013
Total AUM$4.2B
Discretionary$1.6B
Non-Disc.$2.6B
Employees1,400
Clients22,000
DateMay 2013
Total AUM$4.2B
Discretionary$1.6B
Non-Disc.$2.6B
Employees1,400
Clients22,000
DateApr 2013
Total AUM$4.2B
Discretionary$1.6B
Non-Disc.$2.6B
Employees1,400
Clients22,000
DateJan 2013
Total AUM$3.5B
Discretionary$1.3B
Non-Disc.$2.2B
Employees960
Clients25,000
DateDec 2012
Total AUM$3.5B
Discretionary$1.3B
Non-Disc.$2.2B
Employees960
Clients25,000
DateOct 2012
Total AUM$3.5B
Discretionary$1.3B
Non-Disc.$2.2B
Employees501
Clients25,000
DateJun 2012
Total AUM$3.5B
Discretionary$1.3B
Non-Disc.$2.2B
Employees501
Clients25,000
DateJun 2012
Total AUM$3.5B
Discretionary$1.3B
Non-Disc.$2.2B
Employees501
Clients25,000
DateApr 2012
Total AUM$3.5B
Discretionary$1.3B
Non-Disc.$2.2B
Employees501
Clients25,000
DateApr 2012
Total AUM$3.5B
Discretionary$1.3B
Non-Disc.$2.2B
Employees501
Clients25,000
DateMar 2012
Total AUM$3.5B
Discretionary$1.3B
Non-Disc.$2.2B
Employees501
Clients25,000
DateNov 2011
Total AUM$3.4B
Discretionary$1.2B
Non-Disc.$2.3B
Employees501
Clients15,000
DateJul 2011
Total AUM$3.4B
Discretionary$1.2B
Non-Disc.$2.3B
Employees501
Clients--
DateJun 2011
Total AUM$3.4B
Discretionary$1.2B
Non-Disc.$2.3B
Employees501
Clients--
DateMay 2011
Total AUM$3.4B
Discretionary$1.2B
Non-Disc.$2.3B
Employees501
Clients--
DateMay 2011
Total AUM$3.4B
Discretionary$1.2B
Non-Disc.$2.3B
Employees501
Clients--
DateApr 2011
Total AUM$3.4B
Discretionary$1.2B
Non-Disc.$2.3B
Employees501
Clients--
DateApr 2011
Total AUM$3.4B
Discretionary$1.2B
Non-Disc.$2.3B
Employees501
Clients--
DateMar 2011
Total AUM$3.4B
Discretionary$1.2B
Non-Disc.$2.3B
Employees501
Clients--
DateMar 2011
Total AUM$3.7B
Discretionary$835.7M
Non-Disc.$2.9B
Employees501
Clients--
DateMar 2011
Total AUM$3.7B
Discretionary$835.7M
Non-Disc.$2.9B
Employees501
Clients--
DateMar 2011
Total AUM$3.7B
Discretionary$835.7M
Non-Disc.$2.9B
Employees501
Clients--
DateFeb 2011
Total AUM$3.7B
Discretionary$835.7M
Non-Disc.$2.9B
Employees501
Clients--
DateNov 2010
Total AUM$3.7B
Discretionary$835.7M
Non-Disc.$2.9B
Employees501
Clients--
DateAug 2010
Total AUM$3.7B
Discretionary$835.7M
Non-Disc.$2.9B
Employees501
Clients--
DateMar 2010
Total AUM$3.7B
Discretionary$835.7M
Non-Disc.$2.9B
Employees501
Clients--
DateJun 2009
Total AUM$3.4B
Discretionary$735.4M
Non-Disc.$2.6B
Employees501
Clients--
DateApr 2009
Total AUM$3.4B
Discretionary$735.4M
Non-Disc.$2.6B
Employees501
Clients--
DateMar 2009
Total AUM$3.4B
Discretionary$735.4M
Non-Disc.$2.6B
Employees501
Clients--
DateMar 2008
Total AUM$3.8B
Discretionary$771.3M
Non-Disc.$3B
Employees501
Clients--
DateFeb 2008
Total AUM$2.9B
Discretionary$417.3M
Non-Disc.$2.4B
Employees501
Clients--
DateAug 2007
Total AUM$2.9B
Discretionary$417.3M
Non-Disc.$2.4B
Employees501
Clients--
DateMar 2007
Total AUM$2.9B
Discretionary$417.3M
Non-Disc.$2.4B
Employees501
Clients--
DateDec 2006
Total AUM$2.1B
Discretionary$255.8M
Non-Disc.$1.8B
Employees501
Clients--
DateDec 2006
Total AUM$2.1B
Discretionary$255.8M
Non-Disc.$1.8B
Employees501
Clients--
DateMar 2006
Total AUM$2.1B
Discretionary$255.8M
Non-Disc.$1.8B
Employees501
Clients--
DateMar 2006
Total AUM$1.4B
Discretionary$473.5M
Non-Disc.$879.4M
Employees501
Clients--
DateJan 2006
Total AUM$1.4B
Discretionary$473.5M
Non-Disc.$879.4M
Employees501
Clients--
DateNov 2005
Total AUM$1.4B
Discretionary$473.5M
Non-Disc.$879.4M
Employees501
Clients--
DateSep 2005
Total AUM$1.4B
Discretionary$473.5M
Non-Disc.$879.4M
Employees501
Clients--
DateFeb 2005
Total AUM$707M
Discretionary$34.7M
Non-Disc.$672.3M
Employees51
Clients--
DateJan 2005
Total AUM$707M
Discretionary$34.7M
Non-Disc.$672.3M
Employees51
Clients--
DateMar 2004
Total AUM$707M
Discretionary$34.7M
Non-Disc.$672.3M
Employees51
Clients--
DateMay 2002
Total AUM$707M
Discretionary$34.7M
Non-Disc.$672.3M
Employees51
Clients--
DateApr 2002
Total AUM$707M
Discretionary$34.7M
Non-Disc.$672.3M
Employees51
Clients--
DateNov 2001
Total AUM$600M
Discretionary$40M
Non-Disc.$560M
Employees51
Clients--