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All data is synthetic. Every person, account and transaction here is made up and used only for illustration. Signals are prompts for a conversation, not financial advice.

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Client profile · synthetic

Hugo Calloway

UHNWAge 70+Minneapolis, MNAggressive riskRetiredAdvisor Marcus Oyelaran

Net worth

$50.2M

assets minus liabilities

Assets

$51.4M

8 accounts

Liabilities

$1.1M

2 accounts

Retirement income

$2.1M

last 12 months

Held with your firm 47%Held away 53%

$23,902,592$27,464,751

Balance history

HeldHeld awayNet worth

Linked accounts (8)

$51,367,342

Morgan Stanley Brokerage••9531
Linked Jul 26, 2022
Away$17,776,069
Your Firm Brokerage••9654
Linked Oct 12, 2023
Held$9,977,524
Your Firm Trust••5804
Linked Jan 14, 2023
Held$9,283,378
Your Firm IRA••2215
Linked Apr 22, 2024
Held$4,641,689
Morgan Stanley Money market••4107
Linked Apr 15, 2023
Away$3,800,177
Capital One Savings••3460
Linked Jun 5, 2022
Away$2,854,661
Vanguard Roth IRA••1939
Linked Mar 24, 2023
Away$2,770,217
Bank of America Checking••5565
Linked Nov 18, 2022
Away$263,626

Liabilities (2)

$1,131,449

Citibank Mortgage••7710
Linked Jan 24, 2024
$1,001,356
Bank of America Credit card••9987
Linked Jun 9, 2024
$130,093

Signal timeline (2)

Wallet Share ChangeNov 14New
Hugo Calloway's share of assets with your firm went from 59% to 47%
Large Inflow / OutflowNov 13New
Hugo Calloway moved $6.7M from Your Firm brokerage account to Morgan Stanley brokerage account