The company reported client assets under administration of $1,376.9 billion as of January 31, 2024. It said this was 12% from January 31, 2023 $1,224.7 billion and —% from December 31, 2023 $1,370.6 billion.

1. 01

   The company reported client assets under administration of $1,376.9 billion as of January 31, 2024. It said this was 12% from January 31, 2023 $1,224.7 billion and —% from December 31, 2023 $1,370.6 billion.

2. 02

   The company said that as of January 31, 2024, Private Client Group assets under administration were $1,317.7 billion and assets in fee-based accounts were $751.2 billion. Compared with January 31, 2023, they were 13% respectively.

3. 03

   The company said clients' domestic cash sweep and Enhanced Savings Program balances were $57.5 billion as of January 31, 2024, changing 3% from January 31, 2023 and (1)% from December 31, 2023. It said cash sweep balances were $42.7 billion and ESP balances were $14.8 billion.

4. 04

   The company said financial assets under management were $214.9 billion and bank loans, net were $44.0 billion as of January 31, 2024. They changed 11% and —%, respectively, from January 31, 2023.

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AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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