Try our corporate solution for free!
(212) 419-8286
hadley.ward@statista.com

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

The statistic presents the distribution of affluent investors' assets in the United States from the fourth quarter of 2013 to the third quarter of 2014, by affluence level and control type. It was found that millionaires controlled 46 percent of their assets themselves without any professional help.

Who is controlling your assets?

Exclusive Premium statistic

You need a Single Account for unlimited access.

  • Full access to 1m statistics

  • Incl. source references

  • Available to download in PNG, PDF, XLS format

Single Account

$39 $59 per month *
in the first 12 months
33% Discount until November 30th
*Duration: 12 months, billed annually, single license

Access to this and all other statistics on 80,000 topics from

$468 / Year
$708 / Year

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

Release date

March 2015

Region

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.

Statista Accounts: Access All Statistics. Starting from $468 / Year
Basic Account
Get to know the platform

You only have access to basic statistics.
This statistic is not included in your account.

Single Account
The ideal entry-level account for individual users
  • Instant access to 1m statistics
  • Download in XLS, PDF & PNG format
  • Detailed references
$59 $39 / Month *
in the first 12 months
Corporate Account
Full access

Corporate solution including all features.

* Prices do not include sales tax.

Statistics on "Private wealth management in China"

Further Content: You might find this interesting as well

Statista Accounts: Access All Statistics. Starting from $468 / Year
Learn more about how Statista can support your business.