Foundation/ HNW/ Insurance/ Mutual Corporate Endowment Family Financial Fund Public Firm Product Religious Wrap* Other Firm Product provide the firm’s and product’s breakdown by clients as of the current date (as measure by # of clients under management) using the following format. Please provide a brief explanation as to the contents of “other.” Foundation/ HNW/ Insurance/ Mutual Corporate Endowment Family Financial Fund Public Firm Product Religious Wrap* Other Firm Product provide the approximate client turnover in the firm the format below. 2011 2013 2014 2015 YTD 2010 2012 # of Clients Gained Assets ($MM) Gained # of Clients Lost Assets ($MM) Lost provide the approximate client turnover in the using the format product below.
Corporate Foundation/ Endowment HNW/ Family Insurance/ Financial Mutual Fund Public Firm Product Religious Wrap* Other Firm Product provide the firm’s and product’s breakdown by clients as of the current date (as measure by # of clients under management) using the following format. Please provide a brief explanation as to the contents of “other.” Corporate Foundation/ Endowment HNW/ Family Insurance/ Financial Mutual Fund Public Firm Product Religious Wrap* Other Firm Product provide the approximate client turnover in the firm the format below. 2010 2011 2012 2013 2014 2015 YTD # of Clients Gained Assets ($MM) Gained # of Clients Lost Assets ($MM) Lost provide the approximate client turnover in the product using the format below.