The company said client assets under administration as of August 31, 2024 were $1,535.3 billion, up 19% from August 31, 2023 and up 2% from July 31, 2024.

1. 01

   The company said client assets under administration as of August 31, 2024 were $1,535.3 billion, up 19% from August 31, 2023 and up 2% from July 31, 2024.

2. 02

   The company said Private Client Group assets under administration stood at $1,474.1 billion as of August 31, 2024, 19% from August 31, 2023, and assets in fee-based accounts stood at $860.2 billion, 22% over the same period.

3. 03

   The company reported that client domestic cash sweep and Enhanced Savings Program balances combined totaled $56.3 billion as of August 31, 2024, up 1% from July 31, 2024 and down 2% from August 31, 2023.

4. 04

   The company said financial assets under management as of August 31, 2024 were $240.9 billion, up 19% from August 31, 2023, and bank loans, net were $45.8 billion, up 6% over the same period.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

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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