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By the Numbers

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 6/30/2024.

  • Firm founded: 1981 – 40+ years of experience
  • Assets under management (AUM): $800 million
  • Total households: 410 
  • Average AUM per household: $1.95 million
  • 56% women clients
  • 32 states represented 
  • Average client age: 61 years
  • Average client relationship term: 11 years