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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