POLEN CAPITAL MANAGEMENT, LLC

1825 Nw Corporate Blvd.
Suite 300
Boca Raton, Florida 33431
Tel: 1-561-241-2425

About POLEN CAPITAL MANAGEMENT, LLC

POLEN CAPITAL MANAGEMENT, LLC, formally registered with the SEC as POLEN CAPITAL MANAGEMENT, LLC. The firm was established in 04/07/1980. They have over 2 offices throughout the country.

POLEN CAPITAL MANAGEMENT, LLC is a Boca Raton, Florida based Financial Planning firm with nearly $43,238,955,480 assets under management, offering retirement planning & investment advisory services to 3397 clients. The firm is staffed with 173 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106093
SEC#	801-15180
Assets Managed by Firm	$43,238,955,480
No. of Clients	3397
No. of Advisors	173

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	3397	$43,238,955,480
High net worth individuals	2723	$2,548,487,017
Pension and profit sharing plans	60	$3,177,655,953
Charitable organizations	113	$1,219,098,723
Other investment advisers	161	$13,250,658,735
Corporations or other businesses	110	$1,634,201,539

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