WEATHERLY ASSET MANAGEMENT

832 Camino Del Mar, Suite 4
Del Mar, California 92014
Tel: 858-259-4507

About WEATHERLY ASSET MANAGEMENT

WEATHERLY ASSET MANAGEMENT, formally registered with the SEC as WEATHERLY ASSET MANAGEMENT. The firm was established in 01/10/1995. They have over 1 offices throughout the country.

WEATHERLY ASSET MANAGEMENT is a Del Mar, California based Financial Planning firm with nearly $1,502,521,887 assets under management, offering retirement planning & investment advisory services to 1310 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106935
SEC#	801-48177
Assets Managed by Firm	$1,502,521,887
No. of Clients	1310
No. of Advisors	15

Fee Structure

A percentage of AUM
Fixed fees
Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	1310	$1,502,521,887
Individuals (other than high net worth individuals)	94	$36,023,925
High net worth individuals	268	$1,407,270,206
Pension and profit sharing plans	5	$41,104,109
Charitable organizations	3	$3,446,846
Corporations or other businesses	4	$14,676,801

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BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
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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