SAND HILL GLOBAL ADVISORS, LLC

245 Lytton Avenue
Suite 300
Palo Alto, California 94301
Tel: 650-854-9150

About SAND HILL GLOBAL ADVISORS, LLC

SAND HILL GLOBAL ADVISORS, LLC, formally registered with the SEC as SAND HILL GLOBAL ADVISORS, LLC. The firm was established in 08/31/2000. They have over 2 offices throughout the country.

SAND HILL GLOBAL ADVISORS, LLC is a Palo Alto, California based Financial Planning firm with nearly $3,443,771,282 assets under management, offering retirement planning & investment advisory services to 1963 clients. The firm is staffed with 32 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111295
SEC#	801-58002
Assets Managed by Firm	$3,443,771,282
No. of Clients	1963
No. of Advisors	32

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1963	$3,443,771,282
Individuals (other than high net worth individuals)	47	$24,657,746
High net worth individuals	468	$2,848,998,139
Charitable organizations	22	$570,115,397

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