ALLWORTH FINANCIAL, L.P.

340 Palladio Pkwy.
Suite 501
Folsom, California 95630
Tel: 916-482-2196

About ALLWORTH FINANCIAL, L.P.

ALLWORTH FINANCIAL, LP, formally registered with the SEC as ALLWORTH FINANCIAL, LP. The firm was established in 08/27/2007. They have over 36 offices throughout the country.

ALLWORTH FINANCIAL, L.P. is a Folsom, California based Financial Planning firm with nearly $19,313,695,523 assets under management, offering retirement planning & investment advisory services to 66085 clients. The firm is staffed with 392 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111167
SEC#	801-68255
Assets Managed by Firm	$19,313,695,523
No. of Clients	66085
No. of Advisors	392

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	66085	$19,313,695,523
Individuals (other than high net worth individuals)	17181	$6,001,530,111
High net worth individuals	5782	$12,636,819,999
Pension and profit sharing plans	242	$562,430,091
Charitable organizations	33	$14,274,383
Corporations or other businesses	54	$98,640,939

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