LourdMurray Operating Metrics

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LourdMurraykey operating metrics including Assets Under Management (Non-Discretionary).

Assets Under Management (Non-Discretionary)

$318.3M

Mar, 2019

Assets Under Management

$3.6B

Mar, 2019

Accounts (Discretionary)

1.7K

Mar, 2019

Operating Metrics

Metrics	Mar, 2019
Assets Under Management (Non-Discretionary)	$318.3M
Assets Under Management	$3.6B
Accounts (Discretionary)	1.7K
Accounts (Non-Discretionary)	48
Accounts	1.7K
Clients (High Individuals)	199
Clients (Individuals)	305
Clients (Pension and Profit Sharing Plans)	3
Clients	507
Assets Under Custody	$36.0M
Assets Under Custody of Related Persons	$1.9B
Asset Type (Exchange-Traded Equity Securities)	0.4
Asset Type (US Government or Agency Bonds)	0
Asset Type (US State and Local Bonds)	0.1
Asset Type (Registered Investment Companies or Business Development Companies)	0.4
Asset Type (Cash and Cash Equivalents)	0
Assets Under Management (Separately Managed Accounts)	$3.9B
Assets Under Management (Pension and Profit Sharing Plans)	$381.0K
Assets Under Management (Individuals)	$58.8M
Assets Under Management (High Individuals)	$3.6B
Assets Under Management (Discretionary)	$3.3B