ARLINGTON PARTNERS LLC

The John Hand Building
2000 Morris Avenue, Suite 1300
Birmingham, Alabama 35203
Tel: 205-488-4300

About ARLINGTON PARTNERS LLC

ARLINGTON PARTNERS LLC, formally registered with the SEC as ARLINGTON PARTNERS LLC. The firm was established in 02/08/2000. They have over 2 offices throughout the country.

ARLINGTON PARTNERS LLC is a Birmingham, Alabama based Financial Planning firm with nearly $6,097,070,330 assets under management, offering retirement planning & investment advisory services to 978 clients. The firm is staffed with 39 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109335
SEC#	801-57250
Assets Managed by Firm	$6,097,070,330
No. of Clients	978
No. of Advisors	39

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Performance Based
Other(PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	978	$6,097,070,330
Individuals (other than high net worth individuals)	22	$4,616,797
High net worth individuals	112	$4,568,849,427
Charitable organizations	23	$177,534,489
Corporations or other businesses	3	$7,853,424

More Retirement Planning firms in Birmingham, Alabama:

Firm Name	Assets Under Management	Total Clients	Total Advisors
HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$25,621,167,078	70	20
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$15,576,353,344	2	29
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,104,824,585	57	165
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$8,102,484,548	476	55
WAVERLY ADVISORS, LLC 600 University Park Place, Suite 501 Birmingham, AL, 35209	$5,775,807,497	6702	83

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