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 03/31/2025.
- Firm founded: 1981 – 45+ years of experience
- Assets Under Advisory (AUA): $1.1 Billion
- Total households: 435
- Average AUM per household: $2.5 million
- 53% women-led households
- 33 states represented
- Average client age: 62 years
- Average client relationship term: 12 years
