Sentences with phrase «discretionary assets under management»

Not exact matches

Methodology Discovery Data compiled the rankings based on discretionary and nondiscretionary assets under management listed on SEC Form ADV. To capture independent fee - only planning firms, every effort is made to exclude firms with broker - dealer and insurance company affiliations and those with substantial outside ownership stakes held by private equity firms and some outside investors.

Assets Under Management represents the aggregate fair value of all discretionary and non-discretionary assets, including fee - paying and non-fee-paying portfAssets Under Management represents the aggregate fair value of all discretionary and non-discretionary assets, including fee - paying and non-fee-paying portfassets, including fee - paying and non-fee-paying portfolios.

Discretionary managed accounts are charged a fee that is based on assets under management.

Excluding affiliated funds of funds, as of December 31, 2017, Hartford Funds Management Company, LLC and its wholly owned subsidiary, Lattice Strategies LLC, had approximately $ 115.3 billion in discretionary and non-discretionary assets under mManagement Company, LLC and its wholly owned subsidiary, Lattice Strategies LLC, had approximately $ 115.3 billion in discretionary and non-discretionary assets under managementmanagement.

As of September 30, 2017, Hartford Funds had approximately $ 95.6 billion (excluding assets used in certain annuity products) in discretionary and non-discretionary assets under management.

We serve our clients» investment needs through our registered investment adviser affiliate, Palisades Hudson Asset Management, L.P. PHAM has more than $ 1.4 billion in assets under management, including both discretionary and non-discretionaryManagement, L.P. PHAM has more than $ 1.4 billion in assets under management, including both discretionary and non-discretionarymanagement, including both discretionary and non-discretionary accounts.

Under this discretionary service, assets of participating clients will be invested by HPWS or its delegated portfolio manager, HSBC Global Asset Management (Canada) Limited (AMCA), in securities, including but not limited to, stocks, bonds, mutual funds and derivatives.

As of December 31, 2017, Hartford Funds had approximately $ 115.3 billion (excluding assets used in certain annuity products) in discretionary and non-discretionary assets under management.

As of September 30, 2017, Hartford Funds had approximately $ 95.6 billion (excluding assets used in certain annuity products) in discretionary and non-discretionary assets under management.