ALGERT GLOBAL LLC

101 California Street
Suite 3240
San Francisco, California 94111
Tel: 415-675-7300

About ALGERT GLOBAL LLC

ALGERT GLOBAL LLC, formally registered with the SEC as ALGERT GLOBAL LLC. The firm was established in 03/11/2003. They have over 1 offices throughout the country.

ALGERT GLOBAL LLC is a San Francisco, California based Financial Planning firm with nearly $4,440,852,691 assets under management, offering retirement planning & investment advisory services to 19 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	125523
SEC#	801-61878
Assets Managed by Firm	$4,440,852,691
No. of Clients	19
No. of Advisors	20

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	19	$4,440,852,691
Pension and profit sharing plans	9	$884,754,117
Charitable organizations	1	$51,224,596

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