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SOLUTIONS

By The Numbers

  • $45B Assets Under
    Administration*
  • 75 Full-Time
    Associates
  • 33 Investment
    Professionals
  • 20Years of Solutions
    Relationships

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* Assets under Administration may include assets for which non-Regulatory AUM services are provided. Non-Regulatory AUM includes assets which do not fall within the SEC’s definition of Regulatory AUM in Form ADV, Part 1. As of June 30, 2021.


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