CHURCHILL MANAGEMENT GROUP

5900 Wilshire Blvd.
Suite 400
Los Angeles, California 90036
Tel: 323-937-7110

About CHURCHILL MANAGEMENT GROUP

CHURCHILL MANAGEMENT GROUP, formally registered with the SEC as CHURCHILL MANAGEMENT GROUP. The firm was established in 02/15/1967. They have over 86 offices throughout the country.

CHURCHILL MANAGEMENT GROUP is a Los Angeles, California based Financial Planning firm with nearly $10,083,906,150 assets under management, offering retirement planning & investment advisory services to 20501 clients. The firm is staffed with 55 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109651
SEC#	801-4211
Assets Managed by Firm	$10,083,906,150
No. of Clients	20501
No. of Advisors	55

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
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	20501	$10,083,906,150
Individuals (other than high net worth individuals)	1556	$605,744,642
High net worth individuals	5392	$8,608,658,804
Pension and profit sharing plans	263	$267,531,127
Charitable organizations	33	$55,717,516
Corporations or other businesses	126	$258,762,036

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