Are you a numbers person?

So are we!

Numbers provide clarity. They help us make informed decisions. By their nature, numbers are always changing — these are based on our data from 12/31/2023.

• Firm founded: 1981 – 40+ years of experience
• Assets under management (AUM): $800 million
• Total households: 420 
• Average AUM per household: $1.7 million
• 56% women clients
• 32 states represented 
• Average client age: 61 years
• Average client relationship term: 11 years