| 2011 discretionary assets (in millions, as of Sept. 30) | $1,337.9 |
| 2008 discretionary assets (in millions, as of Sept. 30) | $873.0 |
| 2011 discretionary accounts (as of Sept. 30) | 4,544 |
| 2011 total assets (in millions, as of Sept. 30) | $1,337.9 |
| 2011 total accounts (as of Sept. 30) | 4,544 |
| 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) | 1500 |
| Key executive | Daniel Wiener, CEO |