Firm Assets Under Management – As of 6/30/17

  • Total Firm Assets – $201,478,137
  • Total Number of Clients – 20
    • 13 Discretionary Taxable Accounts – $177,919,772
    • 6 Discretionary Tax-Exempt Accounts –  $ 12,905,281
    • 1 Non-Discretionary Account –  $ 10,653,084