Revenue

Financials in millions USD. Fiscal year is January - December.

Millions USD. Fiscal year is Jan - Dec.

Fiscal Year	TTM	FY 2024	FY 2023	FY 2022	FY 2021	2011 - 2020
Period Ending	Jun '25 Jun 30, 2025	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021	2011 - 2020
Advisory Fee Revenue	2.70B	2.44B	Log In	Log In	Log In	Upgrade
Underwriting Fee Revenue	156.99M	157.07M	Log In	Log In	Log In	Upgrade
Commissions and Related Revenue	225.99M	214.05M	Log In	Log In	Log In	Upgrade
Other Investment Banking & Equities Revenue	72.84M	86.77M	Log In	Log In	Log In	Upgrade
Investment Banking & Equities Revenue	3.15B	2.90B	Log In	Log In	Log In	Upgrade
Asset Management and Administration Fee Revenue	83.32M	79.55M	Log In	Log In	Log In	Upgrade
Other Investment Management Revenue	1.44M	1.55M	Log In	Log In	Log In	Upgrade
Investment Management Revenue	84.76M	81.10M	Log In	Log In	Log In	Upgrade
Revenue (Total)	3.24B	2.98B	Log In	Log In	Log In	Upgrade

EBT

Financials in millions USD. Fiscal year is January - December.

Millions USD. Fiscal year is Jan - Dec.

Fiscal Year	TTM	FY 2024	FY 2023	FY 2022	FY 2021	2011 - 2020
Period Ending	Jun '25 Jun 30, 2025	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021	2011 - 2020
Investment Banking & Equities Pre-Tax Income	577.36M	508.07M	Log In	Log In	Log In	Upgrade
Investment Management Pre-Tax Income	22.51M	25.07M	Log In	Log In	Log In	Upgrade

Financials in millions USD. Fiscal year is January - December.

Millions USD. Fiscal year is Jan - Dec.

Fiscal Year	TTM	FY 2024	FY 2023	FY 2022	FY 2021	2011 - 2020
Period Ending	Jun '25 Jun 30, 2025	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021	2011 - 2020
Investment Banking & Equities Segment Assets	3.58B	4.02B	Log In	Log In	Log In	Upgrade
Investment Management Segment Assets	114.26M	151.74M	Log In	Log In	Log In	Upgrade

Financials in millions USD. Fiscal year is January - December.

Millions USD. Fiscal year is Jan - Dec.

Fiscal Year	TTM	FY 2024	FY 2023	FY 2022	FY 2021	2011 - 2020
Period Ending	Jun '25 Jun 30, 2025	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021	2011 - 2020
Total Number of Fees From Advisory Client Transactions	-	748.00	Log In	Log In	Log In	Upgrade
Total Number of Fees of at Least 1M from Advisory Client Transactions	478.00	457.00	Log In	Log In	Log In	Upgrade
Total Number of Underwriting Transactions	56.00	65.00	Log In	Log In	Log In	Upgrade
Total Number of Underwriting Transactions as a Bookrunner	50.00	55.00	Log In	Log In	Log In	Upgrade
Total Assets Under Management (AUM)	14.48B	13.90B	Log In	Log In	Log In	Upgrade

Updated Jul 30, 2025. Data Source: Fiscal.ai.