Sentences with phrase «total customer assets»

In comparison, America's largest broker - dealer firm, Fidelity, has 26 million individual customers and holds $ 6.5 trillion in total customer assets.

The total customer assets held by GMO Click Securities in November were JPY 697 billion, up 1.6 % from October.

E * TRADE reported that it now has total customer assets of $ 45.4 billion.

In addition to being a top life insurance provider, the privately held company serves over 25 million investors, handling 22.8 million brokerage accounts, 476,400 daily commissionable trades and over 5 trillion dollars in total customer assets.

Total customer assets were up 22 percent from a year ago.

Fidelity has 26 million individual customers and $ 6.2 trillion in total customer assets as of June 30, according to the company's website.

Not exact matches

Backed by PremjiInvest & Brookfield Asset Management Inc, Total Environment is defying design norms in India's real estate industry by creating customised, sustainable living spaces for its customers.

Customers are responsible for monitoring their total assets at the Program Bank to determine the extent of available FDIC insurance.

Fiserv offers integrated, front - to - back wealth management solutions to help your firm deliver on goals - based wealth management the promise of the unified managed household (UMH)-- a single view of total assets and liabilities for each customer household, actionable data for optimal financial planning and decisions, and all the automation for portfolio construction, trade execution and rebalancing, portfolio accounting, performance calculation and reporting.

Mutual lenders and deposit takers serve around 32 million customers, have total assets of over # 375 billion and, together with their subsidiaries, hold residential mortgages of nearly # 240 billion, 19 % of the total outstanding in the UK.

Together these organisations serve over 23 million customers up and down the length of the UK and have total assets of over # 366 billion.

Ally serves over 250,000 customers that total almost $ 5 billion in assets.

Ally Invest serves over 250,000 customers that total almost $ 5 billion in assets.

Customers are responsible for monitoring their total assets at each of the Program Banks to determine the extent of available FDIC insurance coverage in accordance with FDIC rules.

As referenced in the FDIC - Insured Deposit Sweep Disclosure Document for the Fidelity Cash Management Account, customers are responsible for monitoring their total assets at the Program Bank to determine the extent of available FDIC insurance.

The revenue sharing payments made to USBI by a Mutual Fund Product Partner may consist of: (1) an annual, lump - sum payment; (2) a percentage of the total amount of mutual fund sales made by USBI for that fund family («mutual fund sales - based fee»); and / or (3) a percentage of the total net assets of the mutual fund shares of that fund family held by USBI customers («mutual fund asset - based fee»).

At the end of 2011, total assets of the country's commercial banks grew by 22.3 per cent to US$ 190.6 billion in 2011 from 2010 while customer deposits increased by more than 18.5 per cent to US$ 100 billion.

There are certain, limited exemptions for a Covered Entity with (1) fewer than 1000 customers in each of the last three calendar years, and (2) less than $ 5,000,000 in gross annual revenue in each of the last three fiscal years, and (3) less than $ 10,000,000 in year - end total assets, calculated in accordance with generally accepted accounting principles, including assets of all Affiliates.

Today, Mutual has started off the year with more than 3.5 million customers, a $ 2.8 billion surplus, and total assets approaching $ 35 million.

Effectively managed relationships of customers totaling more than $ 75,000 in assets assuring an excellent customer experience through constant outbound phone communication.

M&M Mars Inc. (Boston, MA / Los Angeles, CA) 9/2003 — 5/2005 Region Sales Manager • Oversaw all aspects of both the Massachusetts and Los Angeles sales territory for the Mars Inc. brand Flavia, a gourmet, single cup office coffee system • Held responsibility for managing five independent distributor partners, five outside sales representatives, and two customer service representatives, ensuring client service, brand development, market penetration, and profit growth • Led the territory from inception in September of 2003 to $ 3.5 million territory for the calendar year 2005, utilizing a sales team that finished 2004 at 21 % over target and 36 % over target in 2005 • Earned award for territory profitability — based on return on total assets — in 2004, also achieving the ranking of the top territory nationwide based on sales growth and cost reduction