Christopher Street Financial By the Numbers

Are You a Numbers Person? So Are We!

Numbers provide clarity. Numbers help us make informed decisions. Numbers, by their nature, are always changing, but these were based on 6/31/2023 data.

Here are some important numbers about Christopher Street Financial:

• Firm Founded: 1981 – 40+ Year of Experience
• Assets Under Management (AUM): $690 million
• Total Households: 450 
• Average AUM per Household: $1.6 million
• Client % Women: 55% 
• States Represented: 31 
• Average Client Age: 60 years
• Average Client Relationship term: 11 years