MONROE VOS CONSULTING, INC.

PEER BENCHMARKS

Understanding SEC Peer Groups

A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.

SEC Peer Benchmark Details

Firm Self-Reported AUM
$5.6B
Peer Group AUM Range
$5.3B - $5.9B
Sample Size
97
Firm Age (Years)
PEER GROUP AVERAGE
13
Structure
PEER GROUP AVERAGE
Limited Liability Company (55 firms)
Discretionary Accounts
PEER GROUP AVERAGE
1,748
Discretionary AUM
PEER GROUP AVERAGE
$4.6B
Non-Discretionary Accounts
PEER GROUP AVERAGE
212
Non-Discretionary AUM
PEER GROUP AVERAGE
$948.6M
Total Clients
PEER GROUP AVERAGE
1,435
Total AUM
PEER GROUP AVERAGE
$5.6B
Offices
PEER GROUP AVERAGE
9
Total Employees
PEER GROUP AVERAGE
78
Investment Advisors
PEER GROUP AVERAGE
53
Registered Representatives
PEER GROUP AVERAGE
37
Licensed Insurance Agents
PEER GROUP AVERAGE
29
Foreign Clients
PEER GROUP AVERAGE
29.1%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
457
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 91 Firms Yes
Hourly Charges No 76 Firms No
Subscription Fees No 95 Firms No
Fixed Fees No 58 Firms Yes
Commissions No 93 Firms Yes
Performance Based Fees Yes 55 Firms No
Other No 66 Firms Yes

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