Asset Range $25,000,000+
Target population whose estimated investable assets are likely to be $25MM+.
0.05%(of HHs)
Asset Range $10,000,000 – $24,999,999
Target population whose estimated investable assets are likely to be between $10MM and $25MM.
0.42%(of HHs)
Asset Range $5,000,000 – $9,999,999
Target population whose estimated investable assets are likely to be between $5MM and $10MM.
0.79%(of HHs)
Asset Range $3,000,000 – $4,999,999
Target population whose estimated investable assets are likely to be between $3MM and $5MM.
1.22%(of HHs)
Asset Range $2,000,000 – $2,999,999
Target population whose estimated investable assets are likely to be between $2MM and $3MM.
1.63%(of HHs)
Asset Range $1,000,000 – $1,999,999
Target population whose estimated investable assets are likely to be between $1MM and $2MM.
4.78%(of HHs)
Asset Range $750,000 – $999,999
Target population whose estimated investable assets are likely to be between $750K and $1MM.
2.83%(of HHs)
Asset Range $500,000 – $749,999
Target population whose estimated investable assets are likely to be between $500K and $750K.
4.76%(of HHs)
Asset Range $250,000 – $499,999
Target population whose estimated investable assets are likely to be between $250K and $500K.
9.55%(of HHs)
Asset Range $100,000 – $249,999
Target population whose estimated investable assets are likely to be between $100K and $250K.
12.69%(of HHs)
Asset Range $75,000 – $99,999
Target population whose estimated investable assets are likely to be between $75K and $100K.
3.61%(of HHs)
Asset Range $50,000 – $74,999
Target population whose estimated investable assets are likely to be between $50K and $75K.
4.85%(of HHs)
Asset Range $25,000 – $49,999
Target population whose estimated investable assets are likely to be between $25K and $50K.
8.2%(of HHs)
Asset Range $10,000 – $24,999
Target population whose estimated investable assets are likely to be between $10K and $25K.
9.95%(of HHs)
Asset Range $5,000 – $9,999
Target population whose estimated investable assets are likely to be between $5K and $10K.
5.71%(of HHs)
Asset Range $0.01 – $4,999
Target population whose estimated investable assets are likely to be between $0.01 and $5K.
9.69%(of HHs)
Asset Range $0
Target population whose estimated investable assets are likely to be $0.
2.99%(of HHs)
Deposit Range $250,000+
Target population whose estimated deposits are likely to be $250K+
8.41%(of HHs)
Deposit Range $100,000 – $249,999
Target population whose estimated deposits are likely to be between $100K and $250K.
11.93%(of HHs)
Deposit Range $50,000 – $99,999
Target population whose estimated deposits are likely to be between $50K and $100K.
12.22%(of HHs)
Deposit Range $25,000 – $49,999
Target population whose estimated deposits are likely to be between $25K and $50K.
12.02%(of HHs)
Deposit Range $10,000 – $24,999
Target population whose estimated deposits are likely to be between $10K and $25K.
12.77%(of HHs)
Deposit Range $2,500 – $9,999
Target population whose estimated deposits are likely to be between $2.5K and $10K.
14.06%(of HHs)
Deposit Range $0.01 – $2,499
Target population whose estimated deposits are likely to be between $0.01 and $2.5K.
8.96%(of HHs)
Deposits: Deposit Range $0
Target population whose estimated deposits are likely to be $0.
3.35%(of HHs)
Millennials – Total Investable Assets: Asset Range >$250,000
Millennial households whose estimated investable assets are likely to be >$250,000.
8.13%(of HHs)
Millennials – Mass Affluent
Millennial households whose estimated investable assets are likely to be between $100K and $1MM.
10.26%(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.
5.65%(of HHs)
Segment data updated Q3, 2022
