Results: 14

Digital Targeting Segments neither contain nor reveal any personally identifiable information.

Financial Cohorts: Affluent Assets

Percentages listed are the percentage of all US households (HHs) that fall into this segment.

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$1MM+ Assets, Age 55-64, Major Metro: Successful Executives – Investors: K38

Wealthy households with complex portfolios containing high-risk investments, mainly stocks and mutual funds. Advice-oriented. Well managed credit.

0.5%(of HHs)

$1MM+ Assets, Age 55-64, Major Metro: Successful Executives – Very Wealthy: K39

Ultra-wealthy, mature households heading into comfortable retirement. High incomes, high spending, and a highly complex investment mix. Advisor-oriented and risk tolerant.

0.4%(of HHs)

$1MM+ Assets, Age 65+, Major Metro: Eminent and Wealthy – Well-Planned Retirement: L40

Retired, married homeowners with a complex mix of investments, heavily focused on funds. Use credit moderately. Have well-planned retirement.

2.0%(of HHs)

$1MM+ Assets, Age 65+, Major Metro: Eminent and Wealthy – Very Elderly: L41

Seniors with significant wealth. Complex, high-risk portfolios contain interest-bearing deposits, mutual funds and stocks. Use credit somewhat sparingly and limit their balances.

1.0%(of HHs)

$1MM+ Assets, Age 65+, Major Metro: Eminent and Wealthy – Wealthiest: L42

Wealthiest cluster. Retired, married couples with high incomes and over $5M in assets. Complex portfolios with high proportion of stocks. Work with financial advisors. “Buyers of the Best.”

1.0%(of HHs)

$1MM+ Assets, Small City: Achievers and Winners – Elderly and Prudent: O52

Older, retired, single and married homeowners in small cities, with mixed investments managed by and advisor. Smart consumers with low credit activity.

1.0%(of HHs)

$1MM+ Assets, Small City: Achievers and Winners – Wealthy Investors: O53

Married couples in or nearing retirement with high assets, incomes, and spending. Fairly complex, high-risk investments including stocks and mutual funds. Credit well managed.

0.5%(of HHs)

$1MM+ Assets, Small Town & Rural: Country Nobility – Wealthy Investors: R61

Wealthy retirees with significant assets and income and a complex investment mix. Comfortable with some financial risk. Well managed credit.

1.3%(of HHs)

$1MM+ Assets, Age <35, Major Metro: Young Millionaires - Young Investors: I32

Young, financially-savvy households with $1M+ in assets, healthy incomes and high spending. Have a complex, mutual fund-heavy mix of investments. Use credit moderately.

0.1%(of HHs)

$1MM+ Assets, Age 35-54, Major Metro: High-Powered Careers – Planners: J33

Well educated, married homeowners with very complex banking and investment profiles. Have substantial assets and incomes. Limited use of credit.

1.6%(of HHs)

$1MM+ Assets, Age 35-54, Major Metro: High-Powered Careers – Accumulators: J34

Affluent singles and families with a complex investment mix of primarily mutual funds and deposits. Low credit use.

0.5%(of HHs)

$1MM+ Assets, Age 35-54, Major Metro: High-Powered Careers – Investors: J35

Families with substantial incomes and heavy spending habits. Use credit wisely and hold their $1M+ assets in a complex variety of financial products.

0.8%(of HHs)

$1MM+ Assets, Age 35-54, Major Metro: High-Powered Careers – High Worth: J36

Super-wealthy, risk-tolerant families with substantial assets in a complex mix of investments, including stocks, bonds and mutual funds. “Buyers of the Best.”

0.6%(of HHs)

$1MM+ Assets, Age 55-64, Major Metro: Successful Executives – Accumulators: K37

Married, well-off empty nesters with complex portfolios that show a bias for mutual funds. Highly insured and may have multiple homes. Use credit sparingly.

0.4%(of HHs)