Firm Assets Under Management – As of 12/31/17

  • Total Firm Assets – $194,914,582
  • Total Number of Clients – 30
    • 23 Discretionary Taxable Accounts – $180,381,158
    • 6 Discretionary Tax-Exempt Accounts –  $13,189,431
    • 1 Non-Discretionary Account –  $1,343,994