Assets Under Management (AUM) per Wealth Management Branch

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KPI Benchmarks : Assets Under Management (AUM) per Wealth Management Branch

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KPI Details : Assets Under Management (AUM) per Wealth Management Branch

AUM per Wealth Management Branch measures the average dollar amount of client assets managed per wealth management branch or office. A relatively low value for this KPI may suggest that the company has poor performance related to new business development or that the wealth management branches are not in strategic or optimal locations. While a higher value for this KPI is generally preferred, extremely high values could have a negative impact on employee performance or customer service/experience.

KPI Best Practices : Assets Under Management (AUM) per Wealth Management Branch

KPI Calculation Instructions Assets Under Management (AUM) per Wealth Management Branch?

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