SAWGRASS ASSET MANAGEMENT LLC

5000 Sawgrass Village Circle
Suite 32
Ponte Vedra Beach, Florida 32082
Tel: (904) 493-5500

About SAWGRASS ASSET MANAGEMENT LLC

SAWGRASS ASSET MANAGEMENT LLC, formally registered with the SEC as SAWGRASS ASSET MANAGEMENT LLC. The firm was established in 02/13/1998. They have over 1 offices throughout the country.

SAWGRASS ASSET MANAGEMENT LLC is a Ponte Vedra Beach, Florida based Financial Planning firm with nearly $2,283,307,039 assets under management, offering retirement planning & investment advisory services to 227 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108831
SEC#	801-55243
Assets Managed by Firm	$2,283,307,039
No. of Clients	227
No. of Advisors	16

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	227	$2,283,307,039
Individuals (other than high net worth individuals)	9	$63,556,153
High net worth individuals	27	$98,737,373
Pension and profit sharing plans	1	$4,751,833
Charitable organizations	15	$316,415,288
Corporations or other businesses	10	$426,860,976

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