| 2011 discretionary assets (in millions, as of Sept. 30) | $326.7 |
| 2011 discretionary accounts (as of Sept. 30) | 118 |
| 2011 total assets (in millions, as of Sept. 30) | $2,642.5 |
| 2011 total accounts (as of Sept. 30) | 347 |
| 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) | 251-500 |
| 2011 financial planning clients (as of Sept. 30) | 11-25 |
| Key executive | Steven Weinstein, president |