ROW ASSET MANAGEMENT, LLC

450 Newport Center Drive
Suite 420
Newport Beach, California 92660
Tel: 949-478-8300

About ROW ASSET MANAGEMENT, LLC

ROW ASSET MANAGEMENT, LLC, formally registered with the SEC as ROW ASSET MANAGEMENT, LLC. The firm was established in 07/15/2013. They have over 2 offices throughout the country.

ROW ASSET MANAGEMENT, LLC is a Newport Beach, California based Financial Planning firm with nearly $2,419,325,639 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168336
SEC#	801-78326
Assets Managed by Firm	$2,419,325,639
No. of Clients	13
No. of Advisors	17

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	13	$2,419,325,639
Corporations or other businesses	2	$214,954,000

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