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Financial Cohorts: Affluent Assets
Percentages listed are the percentage of all US households (HHs) that fall into this segment.
Results: 14
$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.
1.03%(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.
0.78%(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.
3.16%(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.
1.8%(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.”
1.06%(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.
1.17%(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.
0.7%(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.
1.85%(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.
0.38%(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.
1.25%(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.
0.46%(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.
0.84%(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.”
0.48%(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.
0.7%(of HHs)