
Assets Under Management
FY, 2019
Assets Under Management (Private Wealth Management)
FY, 2019
Assets Under Management (Retail)
FY, 2019
| Metrics | FY, 2017 | FY, 2018 | FY, 2019 |
|---|---|---|---|
| Assets Under Management | $554.5M | $516.4M | $622.9M |
| Assets Under Management (Private Wealth Management) | $92.3M | $89.3M | $101.0M |
| Assets Under Management (Retail) | $192.9M | $180.8M | $239.2M |
| Assets Under Management (Institutional) | $269.3M | $246.3M | $282.7M |
| Product Categories | 4 | 4 | |
| Distribution Partners | 4.9K | 5K | |
| Corporate and Institutional Clients | 500 | 500 |
Community
Employees
Environment
Governance
Source:CSRHub