ASSETS UNDER MANAGEMENT 12/31/09

          TOTAL
     
Total Managed and Advisory Assets   $707,439,271
     
By Asset Class    
     
   Domestic Equities   $313,841,444
   Style Equities   8,749,109
   International Equities   42,411,171
   Fixed Income   261,667,278
   Cash Equivalents   73,234,937
   Other   7,535,332
     
    $707,439,271
     
By Client Type    
     
   Taft-Hartley   $34,922,731
   Pension   40,967,215
   IRA   92,127,853
   Endowment   3,346,922
   Foundation   54,244,216
   Corporate   12,928,742
   Individual   450,844,202
   Sub-Advisory   18,057,390
     
    $707,439,271
     
Number of Relationships  

226

     
     
Special Advisory Accounts    
     
   Public Operating Funds Short-Term Fixed Income $8,221,846,423
     
     
     
     
     
Home | Philosophy | People | Process | Assets Managed | Client Service | Directions | Site Map | Contact Us | Disclosure | Monthly Newsletters
 
Jamison, Eaton & Wood, Inc. 135 Route 202/206 Suite 10 • Bedminster, NJ 07921 • 973-635-6700 • Fax: 908-532-0193
821 Alexander Rd. Suite 120 • Princeton, NJ 08540 • 609-945-1400 • Fax: 609-945-1410
 

Search Engine Optimization Services by Mannix Marketing, Inc.