WORLD INVESTMENT ADVISORS, LLC

24 E. Cota Street
Suite 200
Santa Barbara, California 93101
Tel: 888-201-5488

About WORLD INVESTMENT ADVISORS, LLC

WORLD INVESTMENT ADVISORS, LLC, formally registered with the SEC as WORLD INVESTMENT ADVISORS, LLC. The firm was established in 05/06/2015. They have over 60 offices throughout the country.

WORLD INVESTMENT ADVISORS, LLC is a Santa Barbara, California based Financial Planning firm with nearly $37,759,764,327 assets under management, offering retirement planning & investment advisory services to 11973 clients. The firm is staffed with 324 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	208512
SEC#	801-96193
Assets Managed by Firm	$37,759,764,327
No. of Clients	11973
No. of Advisors	324

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	11973	$37,759,764,327
Individuals (other than high net worth individuals)	5443	$1,172,026,545
High net worth individuals	420	$1,205,860,798
Pension and profit sharing plans	2614	$32,811,727,738
Charitable organizations	139	$1,740,050,318
Corporations or other businesses	123	$253,715,343

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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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