APERIO GROUP, LLC

Three Harbor Drive
Suite 204
Sausalito, California 94965
Tel: 415-339-4300

About APERIO GROUP, LLC

APERIO GROUP, LLC, formally registered with the SEC as APERIO GROUP, LLC. The firm was established in 01/20/2000. They have over 10 offices throughout the country.

APERIO GROUP, LLC is a Sausalito, California based Financial Planning firm with nearly $80,212,688,341 assets under management, offering retirement planning & investment advisory services to 16173 clients. The firm is staffed with 170 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111616
SEC#	801-57184
Assets Managed by Firm	$80,212,688,341
No. of Clients	16173
No. of Advisors	170

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
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	16173	$80,212,688,341
Individuals (other than high net worth individuals)	3742	$2,087,808,677
High net worth individuals	10381	$45,236,747,837
Pension and profit sharing plans	28	$83,710,949
Charitable organizations	664	$13,274,792,576
Other investment advisers	3	$1,809,012
Corporations or other businesses	92	$1,209,034,159

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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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