DEPRINCE, RACE & ZOLLO, INC.

250 Park Avenue South
Suite 250
Winter Park, Florida 32789
Tel: 407-420-9903

About DEPRINCE, RACE & ZOLLO, INC.

DEPRINCE, RACE & ZOLLO, INC, formally registered with the SEC as DEPRINCE, RACE & ZOLLO, INC. The firm was established in 03/22/1995. They have over 1 offices throughout the country.

DEPRINCE, RACE & ZOLLO, INC. is a Winter Park, Florida based Financial Planning firm with nearly $4,811,361,206 assets under management, offering retirement planning & investment advisory services to 79 clients. The firm is staffed with 31 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112099
SEC#	801-48779
Assets Managed by Firm	$4,811,361,206
No. of Clients	79
No. of Advisors	31

Fee Structure

A percentage of AUM
Performance Based

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
Other (PERIODICALLY PROVIDE PORTFOLIO MODEL UPDATES TO OTHER ADVISERS FOR A FEE.)

Firm Client Information

	No. of Clients	AUM
Firm Total	79	$4,811,361,206
High net worth individuals	2	$3,567,026
Pension and profit sharing plans	27	$2,069,129,875
Charitable organizations	8	$136,484,267
Corporations or other businesses	4	$178,673,455

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 880 Carillon Parkway Saint Petersburg, FL, 33716	$344,868,106,925	1030208	6727
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845

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