Disclosures
All Assets Under Advisement (AUA) included on website are approximate, and as of September 30, 2023
*Compound Annual Growth Rate (“CAGR”)
EP Wealth Advisors: December 31, 2017 through September 30, 2023
MAI Capital Management: December 31, 2017 through September 30, 2023
Merit Financial Advisors: December 31, 2020 through September 30, 2023
Waverly Advisors: December 31, 2021 through September 30, 2023