MENLO ADVISORS LLC

659 Oak Grove Avenue
Suite 207
Menlo Park, California 94025
Tel: 650-688-0300

About MENLO ADVISORS LLC

MENLO ADVISORS LLC, formally registered with the SEC as MENLO ADVISORS LLC. The firm was established in 10/11/2002. They have over 1 offices throughout the country.

MENLO ADVISORS LLC is a Menlo Park, California based Financial Planning firm with nearly $283,261,076 assets under management, offering retirement planning & investment advisory services to 109 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	122721
SEC#	801-61504
Assets Managed by Firm	$283,261,076
No. of Clients	109
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Performance Based
Other (MINIMUM FEE)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	109	$283,261,076
Individuals (other than high net worth individuals)	13	$3,373,745
High net worth individuals	29	$256,168,129
Charitable organizations	4	$15,249,495

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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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