
Assets Under Administration (Private Client Group)
FY, 2023
Assets Under Management (Asset Management)
FY, 2023
Total Loans
FY, 2023
| Metrics | FY, 2021 | FY, 2022 | FY, 2023 |
|---|---|---|---|
| Assets Under Administration (Private Client Group) | $1.1T | $1.0T | $1.2T |
| Assets Under Management (Asset Management) | $191.9B | $173.8B | $196.4B |
| Total Loans | $25.0B | $43.2B | $43.8B |
| Total Deposits | $32.5B | $51.4B | $54.2B |
| Assets in Fee-based Accounts (Private Client Group) | $627.1B | $586.0B | $683.2B |
| Financial Advisors (Private Client Group) | 8.5K | 8.7K | 8.7K |
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Source:CSRHub