| 2011 discretionary assets (in millions, as of Sept. 30) | $468.3 |
| 2008 discretionary assets (in millions, as of Sept. 30) | $156.3 |
| 2011 discretionary accounts (as of Sept. 30) | 440 |
| 2011 total assets (in millions, as of Sept. 30) | $468.3 |
| 2011 total accounts (as of Sept. 30) | 440 |
| 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) | 251-500 |
| 2011 financial planning clients (as of Sept. 30) | 11-25 |
| Key executive | Simon Baker, CEO |