Price chart (1D to 10Y)
Licensed market data — shown to members, not published to the open web.
Valuation vs Instaport thresholds (P/E, PEG, P/FCF, P/S)
Licensed market data — shown to members, not published to the open web.
Profile
From SEC filingsAt a glance
- Sector
- Financial Services
- Industry
- Investment Advice
- CEO
- Harvey M. Schwartz
- Employees (2026)
- 700,000
- Incorporated in
- DE
Sector is derived from the SEC industry classification.
1001 PENNSYLVANIA AVENUE, N.W., WASHINGTON, DC, United States · 202 729 5626 · sec.gov
News Intelligence (AI brief)
Included with Pro.
Source: SEC filings. Information and analytics, not investment advice.