Asset Range $10,000,000 – $24,999,999
Target population whose estimated investable assets are likely to be between $10MM and $25MM.
0.3%(of HHs)
Asset Range $5,000,000 – $9,999,999
Target population whose estimated investable assets are likely to be between $5MM and $10MM.
0.6%(of HHs)
Asset Range $3,000,000 – $4,999,999
Target population whose estimated investable assets are likely to be between $3MM and $5MM.
1.0%(of HHs)
Asset Range $2,000,000 – $2,999,999
Target population whose estimated investable assets are likely to be between $2MM and $3MM.
1.4%(of HHs)
Asset Range $1,000,000 – $1,999,999
Target population whose estimated investable assets are likely to be between $1MM and $2MM.
4.1%(of HHs)
Asset Range $750,000 – $999,999
Target population whose estimated investable assets are likely to be between $750K and $1MM.
2.5%(of HHs)
Asset Range $500,000 – $749,999
Target population whose estimated investable assets are likely to be between $500K and $750K.
4.3%(of HHs)
Asset Range $250,000 – $499,999
Target population whose estimated investable assets are likely to be between $250K and $500K.
9.2%(of HHs)
Asset Range $100,000 – $249,999
Target population whose estimated investable assets are likely to be between $100K and $250K.
13.5%(of HHs)
Asset Range $75,000 – $99,999
Target population whose estimated investable assets are likely to be between $75K and $100K.
4.2%(of HHs)
Asset Range $50,000 – $74,999
Target population whose estimated investable assets are likely to be between $50K and $75K.
5.7%(of HHs)
Asset Range $25,000 – $49,999
Target population whose estimated investable assets are likely to be between $25K and $50K.
9.3%(of HHs)
Asset Range $10,000 – $24,999
Target population whose estimated investable assets are likely to be between $10K and $25K.
11.2%(of HHs)
Asset Range $5,000 – $9,999
Target population whose estimated investable assets are likely to be between $5K and $10K.
7.6%(of HHs)
Asset Range $0.01 – $4,999
Target population whose estimated investable assets are likely to be between $0.01 and $5K.
22.0%(of HHs)
Asset Range $0
Target population whose estimated investable assets are likely to be $0.
3.0%(of HHs)
Deposit Range $250,000+
Target population whose estimated deposits are likely to be $250K+
7.8%(of HHs)
Deposit Range $100,000 – $249,999
Target population whose estimated deposits are likely to be between $100K and $250K.
11.0%(of HHs)
Deposit Range $50,000 – $99,999
Target population whose estimated deposits are likely to be between $50K and $100K.
12.2%(of HHs)
Deposit Range $25,000 – $49,999
Target population whose estimated deposits are likely to be between $25K and $50K.
13.2%(of HHs)
Deposit Range $10,000 – $24,999
Target population whose estimated deposits are likely to be between $10K and $25K.
15.8%(of HHs)
Deposit Range $2,500 – $9,999
Target population whose estimated deposits are likely to be between $2.5K and $10K.
16.5%(of HHs)
Deposit Range $0.01 – $2,499
Target population whose estimated deposits are likely to be between $0.01 and $2.5K.
20.1%(of HHs)
Deposits: Deposit Range $0
Target population whose estimated deposits are likely to be $0.
3.4%(of HHs)
Millennials – Total Investable Assets: Asset Range >$250,000
Millennial households whose estimated investable assets are likely to be >$250,000.
3.8%(of HHs)
Millennials – Mass Affluent
Millennial households whose estimated investable assets are likely to be between $100K and $1MM.
5.1%(of HHs)
Millennials – Young and On the Road to Wealth
Millennial households whose estimated age and income indicate a likelihood of high future net worth.
2.7%(of HHs)
Segment data updated Q4 2020
