CYMBRIA CORPORATION Jan 20, 2022
Our top 20% of advisors represent some 77% (approximately $17.4 billion) of our total retail assets under management (AUM), with an average of approximately $20.0 million per advisor.
The top 20% of our institutional clients represent 97% of our institutional AUM (approximately $5.5 billion), with an average investment of $238 million per client.
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Historical updates
Update on EdgePoint Wealth Management as at September 30, 2021
5,359 financial advisors have partnered with EdgePoint.
Our top 20% of advisors represent some 82% (approximately $17.6 billion) of our total retail assets under management (AUM), with an average of approximately $16.4 million per advisor.
The top 20% of our institutional clients represent 98% of our institutional AUM (approximately $8.0 billion), with an average investment of $346 million per client.
Update on EdgePoint Wealth Management as at June 30, 2021
5,360 financial advisors have partnered with EdgePoint.
Our top 20% of advisors represent some 82% (approximately $17.8 billion) of our total retail assets under management (AUM), with an average of approximately $16.6 million per advisor.
The top 20% of our institutional clients represent 98% of our institutional AUM (approximately $8.0 billion), with an average investment of $356 million per client.
Update on EdgePoint Wealth Management as at March 31, 2021
5,357 financial advisors have partnered with EdgePoint.
Our top 20% of advisors represent some 82% (approximately $16.7 billion) of our total retail assets under management (AUM), with an average of approximately $15.5 million per advisor.
The top 20% of our institutional clients represent 98% of our institutional AUM (approximately $7.2 billion), with an average investment of $329 million per client.
Update on EdgePoint Wealth Management as at December 31, 2020
5,450 financial advisors have partnered with EdgePoint.
Our top 20% of advisors represent some 81% (approximately $15.3 billion) of our total retail assets under management (AUM), with an average of approximately $14 million per advisor.
The top 20% of our institutional clients represent 97% of our institutional AUM (approximately $6.3 billion), with an average investment of $284 million per client.
Update on EdgePoint Wealth Management as at September 30, 2020
5,549 financial advisors have partnered with EdgePoint.
Our top 20% of advisors represent some 80% (approximately $14.1 billion) of our total retail assets under management (AUM), with an average of approximately $12.7 million per advisor.
The top 20% of our institutional clients represent 97% of our institutional AUM (approximately $4.9 billion), with an average investment of $221 million per client.
Update on EdgePoint Wealth Management as at June 30, 2020
5,660 financial advisors have partnered with EdgePoint.
Our top 20% of advisors represent some 80% (approximately $14.3 billion) of our total retail assets under management (AUM), with an average of approximately $12.6 million per advisor.
The top 20% of our institutional clients represent 97% of our institutional AUM (approximately $4.7 billion), with an average investment of $213 million per client.
Update on EdgePoint Wealth Management as at March 31, 2020
5,718 financial advisors have partnered with EdgePoint.
Our top 20% of advisors represent some 79% (approximately $12.9 billion) of our total retail assets under management (AUM), with an average of approximately $11.3 million per advisor.
The top 20% of our institutional clients represent 96% of our institutional AUM (approximately $3.9 billion), with an average investment of $176 million per client.
Update on EdgePoint Wealth Management as at December 31, 2019
5,809 financial advisors have partnered with EdgePoint.
Our top 20% of advisors represent some 79% (approximately $17.1 billion) of our total retail assets under management (AUM), with an average of approximately $14.8 million per advisor.
The top 20% of our institutional clients represent 96% of our institutional AUM (approximately $4.8 billion), with an average investment of $217 million per client.
Update on EdgePoint Wealth Management as at December 31, 2018
5,495 financial advisors have partnered with EdgePoint.
Our top 20% of advisors represent some 78% (approximately $14.3 billion) of our total retail assets under management (AUM), with an average of approximately $13.0 million per advisor.
The top 20% of our institutional clients represent 94% of our institutional AUM (approximately $3.4 billion), with an average investment of $243 million per client.
Update on EdgePoint Wealth Management as at December 31, 2017
4,541 financial advisors have partnered with EdgePoint.
Our top 20% of advisors represent some 79% (approximately $11.8 billion) of our total retail assets under management (AUM), with an average of approximately $13.0 million per advisor.
The top 20% of our institutional clients represent 93% of our institutional AUM (approximately $3.0 billion), with an average investment of $277 million per client.
Update on EdgePoint Wealth Management as at December 31, 2016
3,478 financial advisors have partnered with EdgePoint.
Our top 20% of advisors represent some 79% (approximately $8.0 billion) of our total retail assets under management (AUM), with an average of approximately $11.5 million per advisor.
The top 20% of our institutional clients represent 94% of our institutional AUM (approximately $2.5 billion), with an average investment of $254 million per client.
Update on EdgePoint Wealth Management as at December 31, 2015
3,286 financial advisors have partnered with EdgePoint.
Our top 20% of advisors represent some 79% (approximately $6.0 billion) of our total retail assets under management (AUM), with an average of approximately $9.2 million per advisor.
The top 20% of our institutional clients represent 95% of our institutional AUM (approximately $2.2 billion), with an average investment of $320 million per client.
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Cymbria Corporation published this content on 20 January 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 20 January 2022 20:40:00 UTC.
