Citable operating metrics

RJF operating KPIs from filings

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RJF's latest SEC-sourced operating KPI table includes Bank Loans Net at 2718.00 for 2023-03-31.

RJF operating KPIs from filings
MetricPeriodValueBasis
Bank Loans NetMar 31, 20232718.00quarterly
Client Assets Under AdministrationDec 31, 2017642.70quarterly
Clients Domestic Cash Sweep And Enhanced Savings Program BalancesDec 31, 20121868.00quarterly
Clients Domestic Cash Sweep And Esp BalancesDec 31, 20121868.00quarterly
Domestic Pcg Net New AssetsSep 30, 202236101.00quarterly
Domestic Private Client Group Net New Assets QuarterlyDec 31, 20171.09quarterly
Financial AdvisorsDec 31, 20173000.00quarterly
Financial Assets Under ManagementDec 31, 2018832.00quarterly

Source: SEC EDGAR operating KPI disclosure; period Mar 31, 2023; filed Jul 26, 2023; accession 0000720005-23-000057.

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