Firm Assets Under Management – As of 3/31/17

  • Total Firm Assets – $206,254,742
  • Total Number of Clients – 16
    • 9 Discretionary Taxable Accounts – $174,622,439
    • 6 Discretionary Tax-Exempt Accounts –  $13,534,727
    • 1 Non-Discretionary Account –  $18,097,576