Firm Assets Under Management – As of 9/30/17

  • Total Firm Assets – $201,907,963
  • Total Number of Clients – 30
    • 23 Discretionary Taxable Accounts – $182,664,725
    • 6 Discretionary Tax-Exempt Accounts –  $13,299,263
    • 1 Non-Discretionary Account –  $5,943,974