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Assets of affluent investors in the U.S. 2014, by affluence and control type

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Release date

March 2015


United States

Survey time period

Q4 2013 to Q3 2014

Number of respondents

approximately 3,000

Special properties

approximately 1,500 mass affluent households, 1,000 millionaire households and 500 ultra-high-net-worth households.

Method of interview

Online interview

Supplementary notes

* UHNW stands for ultra-high-net-worth.
The source adds the following information: "the wealth segments are as follows - mass affluent: 100,000 to one million U.S. dollars in net worth (does not include primary residence), millionaires: one million to five million U.S. dollars in net worth, UHNW: five million to 25 million U.S. dollars in net worth."
Percentage points missing to 100 percent are due to rounding.

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