Asset allocation of high net worth individuals in the U.S. 2009-2015

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?

Download
Show detailed source information?
Register for free
Already a member?
Log in
Source

Use Ask Statista Research Service

Release date

March 2015

Region

United States

Survey time period

2009 to 2015

Number of respondents

301 registered investment advisors

Method of interview

Telephone interview

Supplementary notes

* 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.

Citation formats
Access all statistics starting from $2,388 USD yearly *

* For commercial use only

Basic Account

For single users
$0 USD
Always free
Access limited to Free Statistics. Premium Statistics are not included.
  • Free Statistics
Based on your interest

Starter Account

For single users
$199 USD
per month, billed annually 1
  • Free Statistics
  • Premium Statistics
  • The statistic on this page is a Premium Statistic and is included in this account.

Professional Account

For teams up to 5 people
$959 USD
per month, billed annually 1
  • Free + Premium Statistics
  • Reports
  • Market Insights

1 All prices do not include sales tax. The account requires an annual contract and will renew after one year to the regular list price.

Statistics on " Investors in Benelux "

Other statistics that may interest you Investors in Benelux

Retail investors/households

6

Banks

8

Asset managers

8

Online brokers

6

Private banking and wealth management

8

Insurance companies

8

Investment funds

8

Pension funds

8

Foreign (direct) investments

8

Further related statistics

10
Access all statistics starting from $2,388 USD yearly *

* For commercial use only

Basic Account

For single users
$0 USD
Always free
Access limited to Free Statistics. Premium Statistics are not included.
  • Free Statistics
Based on your interest

Starter Account

For single users
$199 USD
per month, billed annually 1
  • Free Statistics
  • Premium Statistics
  • The statistic on this page is a Premium Statistic and is included in this account.

Professional Account

For teams up to 5 people
$959 USD
per month, billed annually 1
  • Free + Premium Statistics
  • Reports
  • Market Insights

1 All prices do not include sales tax. The account requires an annual contract and will renew after one year to the regular list price.

Learn more about how Statista can support your business.