RESEARCH AFFILIATES

660 Newport Center Drive
Suite 300
Newport Beach, California 92660
Tel: 949 325 8700

About RESEARCH AFFILIATES

RESEARCH AFFILIATES, formally registered with the SEC as RESEARCH AFFILIATES. The firm was established in 05/10/2002. They have over 2 offices throughout the country.

RESEARCH AFFILIATES is a Newport Beach, California based Financial Planning firm with nearly $28,392,009,518 assets under management, offering retirement planning & investment advisory services to 34 clients. The firm is staffed with 67 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	120440
SEC#	801-61153
Assets Managed by Firm	$28,392,009,518
No. of Clients	34
No. of Advisors	67

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (NON-DISCRETIONARY INVESTMENT ADVICE TO ENTITIES)

Firm Client Information

	No. of Clients	AUM
Firm Total	34	$28,392,009,518
Pension and profit sharing plans	2	$366,992,945

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