O'SHAUGHNESSY ASSET MANAGEMENT, LLC

100 First Stamford Place
Stamford, Connecticut 06902
Tel: 203-975-3333

About O'SHAUGHNESSY ASSET MANAGEMENT, LLC

O'SHAUGHNESSY ASSET MANAGEMENT, LLC, formally registered with the SEC as O'SHAUGHNESSY ASSET MANAGEMENT, LLC. The firm was established in 07/25/2007. They have over 1 offices throughout the country.

O'SHAUGHNESSY ASSET MANAGEMENT, LLC is a Stamford, Connecticut based Financial Planning firm with nearly $12,599,503,777 assets under management, offering retirement planning & investment advisory services to 6791 clients. The firm is staffed with 81 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144594
SEC#	801-68177
Assets Managed by Firm	$12,599,503,777
No. of Clients	6791
No. of Advisors	81

Fee Structure

A percentage of AUM
Performance Based
Other (ASSETS UNDER ADVISEMENT (FOR UMA))

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	6791	$12,599,503,777
High net worth individuals	6368	$9,149,780,666
Pension and profit sharing plans	18	$62,082,258
Charitable organizations	40	$207,450,700
Corporations or other businesses	344	$1,588,594,555

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