The states with the most AUM

August 17, 2017

The states with the most AUM

August 10, 2017 | Harry Zhang | Financial Planning

Full-length confident person in formal suit. A sketch of New York city and forex chart on the background. A concept of the asset management.

Though Miami and New York are coastal magnets for advisers, those who have made the Midwest home have reaped trillions in assets.

The region is rich with wealthy families and thriving businesses — and advisory firms can speak to its fertility: those based in the middle of the country have amassed more assets under management than peers in the West and the South, according to SEC filings.

“It is one of those hidden gems,” says Carol Shleif, CIO of Abbot Downing, an affiliate of Wells Fargo focusing on ultrahigh-net-worth clients. “A unique mix of education, healthcare, Fortune 500 companies and small companies as well.”

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James Darren Roberson
August 22, 2017 at The National, the annual NPH Educational Conference
August 28, 2017

I had no idea this service existed. I could have used it years ago! Great presentation and service!