CHECCHI CAPITAL ADVISERS, LLC

9720 Wilshire Blvd
Suite 400
Beverly Hills, California 90212
Tel: 310-432-0010

About CHECCHI CAPITAL ADVISERS, LLC

CHECCHI CAPITAL ADVISERS, LLC, formally registered with the SEC as CHECCHI CAPITAL ADVISERS, LLC. The firm was established in 04/17/2007. They have over 1 offices throughout the country.

CHECCHI CAPITAL ADVISERS, LLC is a Beverly Hills, California based Financial Planning firm with nearly $1,898,817,801 assets under management, offering retirement planning & investment advisory services to 1012 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	143478
SEC#	801-67727
Assets Managed by Firm	$1,898,817,801
No. of Clients	1012
No. of Advisors	25

Fee Structure

A percentage of AUM
Other (MINIMUM ACCOUNT FEE)

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1012	$1,898,817,801
Individuals (other than high net worth individuals)	Fewer than 5 clients	$16,886
High net worth individuals	214	$1,326,685,731
Charitable organizations	7	$45,187,588
Other investment advisers	Fewer than 5 clients	$156,055,289
Corporations or other businesses	Fewer than 5 clients	$48,249,742

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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