KPI Benchmarks : Assets Under Management (AUM) per Wealth Management Branch
- Benchmark Range
- Benchmark Average
- Benchmark Sample Size (n)
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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.
The total dollar amount of assets under management (AUM) divided by the total number of wealth management branches/offices managed by the company at the same point in time.
KPI Calculation Instructions Assets Under Management (AUM) per Wealth Management Branch?
KPI Formula :