METROPOLITAN WEST ASSET MANAGEMENT LLC

515 South Flower Street
Los Angeles, California 90071
Tel: 213-244-1050

About METROPOLITAN WEST ASSET MANAGEMENT LLC

METROPOLITAN WEST ASSET MANAGEMENT LLC, formally registered with the SEC as METROPOLITAN WEST ASSET MANAGEMENT LLC. The firm was established in 11/29/1996. They have over 3 offices throughout the country.

METROPOLITAN WEST ASSET MANAGEMENT LLC is a Los Angeles, California based Financial Planning firm with nearly $102,770,713,223 assets under management, offering retirement planning & investment advisory services to 146 clients. The firm is staffed with 348 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104571
SEC#	801-53332
Assets Managed by Firm	$102,770,713,223
No. of Clients	146
No. of Advisors	348

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Other (PORTFOLIO MANAGEMENT FOR WRAP FEE PROGRAMS.)

Firm Client Information

	No. of Clients	AUM
Firm Total	146	$102,770,713,223
High net worth individuals	1	$71,237,400
Pension and profit sharing plans	45	$7,282,081,013
Charitable organizations	25	$5,047,484,495
Corporations or other businesses	5	$1,703,364,087

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