The statistic presents the asset allocation of high net worth individuals in the United States from 2009 to 2015. As of January 2015, 53 percent of the high net worth individuals' assets were invested in equities.
What percent of the assets that you manage for clients today is in equities, fixed income, international investments, cash or alternative assets such as private equity or real estate?
* Includes private equity, real estate, derivatives. Registered investment advisors (RIA) are companies managing assets of high net worth individuals. Survey information: 71 percent of the surveyed RIAs were owners/CEOs of the company. Average assets under management were 232 million U.S. dollars. 2014 survey was carried out in January. Percentage points missing to 100 percent are probably due to rounding.
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TD Ameritrade. (March 24, 2015). What percent of the assets that you manage for clients today is in equities, fixed income, international investments, cash or alternative assets such as private equity or real estate? [Graph]. In Statista. Retrieved June 26, 2022, from https://www.statista.com/statistics/322581/hnwi-asset-allocation-usa/
TD Ameritrade. "What percent of the assets that you manage for clients today is in equities, fixed income, international investments, cash or alternative assets such as private equity or real estate?." Chart. March 24, 2015. Statista. Accessed June 26, 2022. https://www.statista.com/statistics/322581/hnwi-asset-allocation-usa/
TD Ameritrade. (2015). What percent of the assets that you manage for clients today is in equities, fixed income, international investments, cash or alternative assets such as private equity or real estate?. Statista. Statista Inc.. Accessed: June 26, 2022. https://www.statista.com/statistics/322581/hnwi-asset-allocation-usa/
TD Ameritrade. "What Percent of The Assets That You Manage for Clients Today Is in Equities, Fixed Income, International Investments, Cash or Alternative Assets Such as Private Equity or Real Estate?." Statista, Statista Inc., 24 Mar 2015, https://www.statista.com/statistics/322581/hnwi-asset-allocation-usa/
TD Ameritrade, What percent of the assets that you manage for clients today is in equities, fixed income, international investments, cash or alternative assets such as private equity or real estate? Statista, https://www.statista.com/statistics/322581/hnwi-asset-allocation-usa/ (last visited June 26, 2022)
