| 2011 discretionary assets (in millions, as of Sept. 30) | $1,641.1 |
| 2011 discretionary accounts (as of Sept. 30) | 3,095 |
| 2011 total assets (in millions, as of Sept. 30) | $1,740.0 |
| 2011 total accounts (as of Sept. 30) | 3,144 |
| 2011 employees (as of Sept. 30) | 11-50 |
| 2011 investment advisers (as of Sept. 30) | 11-50 |
| 2011 investment advisory clients (as of Sept. 30) | 1000 |
| 2011 financial planning clients (as of Sept. 30) | 1000 |
| Key executive | Mark Balasa, co-CEO |