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 9/30/2024.
- Firm founded: 1981 – 40+ years of experience
- Assets under management (AUM): $800 million
- Total households: 410
- Average AUM per household: $2.0 million
- 56% women clients
- 32 states represented
- Average client age: 61 years
- Average client relationship term: 11 years
