| 2011 discretionary assets (in millions, as of Sept. 30) | $1,237.5 |
| 2008 discretionary assets (in millions, as of Sept. 30) | $674.5 |
| 2011 discretionary accounts (as of Sept. 30) | 628 |
| 2011 total assets (in millions, as of Sept. 30) | $1,237.5 |
| 2011 total accounts (as of Sept. 30) | 628 |
| 2011 employees (as of Sept. 30) | 11-50 |
| 2011 investment advisers (as of Sept. 30) | 6-10 |
| 2011 investment advisory clients (as of Sept. 30) | 101-250 |
| 2011 financial planning clients (as of Sept. 30) | 26-50 |
| Key executive | James Gould, president |