FinEdge Labs
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AMP

AMPUnverified
13 segments tracked|7 years of data|Annual (10-K)
Total Revenue
$13.5B12.4%
FY2024
Operating Segments
13
Active segments
Blended Margin
0.0%
Operating margin
Highest Margin
0.0%
Investment Advice Advisory
Segment Shift

Investment Advice Advisory has grown from 0.0% to 41.7% of total revenue since FY2018, with 0.0% operating margins. Meanwhile, Distribution Service Other Products is the fastest growing at +30.1% YoY.

Segment Revenue Over Time

Revenue Mix

Segment Breakdown — FY2024

SegmentRevenueOp. IncomeMargin% of TotalYoY
Investment Advice Advisory$5.6B$00.0%41.7%+20.2%
Investment Advice Retail Customer$2.1B$00.0%15.8%+8.8%
Distribution Service Insurance And Annuity$1.5B$00.0%11.4%+12.0%
Distribution Service Mutual Funds$1.0B$00.0%7.8%+12.6%
Investment Advice Transaction And Other$655M$00.0%4.8%+5.1%
Investment Advice Institutional$618M$00.0%4.6%-8.7%
Traditional Long Duration Contracts$472M$00.0%3.5%+5.4%
Investment Advice Financial Planning$470M$00.0%3.5%+10.3%
Distribution Service Other Products$441M$00.0%3.3%+30.1%
Product And Service Other$268M$00.0%2.0%+8.5%
Distribution Service Brokerage Cash$154M$00.0%1.1%-51.3%
Investment Advice Model Delivery$82M$00.0%0.6%+0.0%

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