The company has not filed an annual or quarterly report since its Q1 FY2021 10-Q, filed Jul 31, 2020. Its latest SEC filing is a 4 from Aug 5, 2021.
10-Q for Q1 FY2021, filed Jul 31, 2020
The sections below describe the company as of the FY2020 annual report.
Manages investment accounts and offers mutual funds and other investment products to institutional and individual investors, company-sponsored funds, and retail account clients.
10-K for FY2020, filed May 29, 2020
Investment funds and account clients pay management, distribution, and shareholder-service fees, generally calculated as a percentage of managed assets and earned as services are provided. Some advisory contracts also pay performance fees when investment results exceed benchmarks or hurdle rates.
10-K for FY2020, filed May 29, 2020Our operating revenues primarily consist of investment advisory fees from funds and separate accounts, and distribution and service fees.…View ↗
Legg Mason primarily earns revenues by providing investment management services and distribution and shareholder services for its…View ↗
We earn performance fees under certain investment advisory contracts for exceeding performance benchmarks or hurdle rates. The largest…View ↗
$2.9B
10-K for FY2020, filed May 29, 2020
$2.9B ↗
Pension plans, corporations, insurers, endowments, foundations, governments, and high-net-worth households use separately managed accounts; they may work directly with an affiliate or through a financial intermediary.
10-K for FY2020, filed May 29, 2020
8-K, filed Jul 31, 2020
At the effective time of the Merger (the “Effective Time”), each outstanding share of common stock, par value $0.10 per share of Legg Mason…View ↗
Grew. Revenue grew 10% in 4 years, from $2.7B in to $2.9B in , about 2% a year.
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