Numbers provide clarity. They help us make informed decisions. By their nature, numbers are always changing — these are based on our data from 03/31/2025.

• Firm founded: 1981 – 40+ years of experience
• Assets under management (AUM): $800 million
• Total households: 420
• Average AUM per household: $1.9 million
• 53% women-led households
• 32 states represented 
• Average client age: 60 years
• Average client relationship term: 12 years