LSV ASSET MANAGEMENT

155 North Wacker Drive
Suite 4600
Chicago, Illinois 60606
Tel: 312-460-2443

About LSV ASSET MANAGEMENT

LSV ASSET MANAGEMENT, formally registered with the SEC as LSV ASSET MANAGEMENT. The firm was established in 11/14/1994. They have over 1 offices throughout the country.

LSV ASSET MANAGEMENT is a Chicago, Illinois based Financial Planning firm with nearly $96,001,136,901 assets under management, offering retirement planning & investment advisory services to 264 clients. The firm is staffed with 43 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109918
SEC#	801-47689
Assets Managed by Firm	$96,001,136,901
No. of Clients	264
No. of Advisors	43

Fee Structure

A percentage of AUM
Performance Based
Other (ASSET-BASED FEE FOR PROVISION OF MODEL PORTFOLIOS)

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 (PROVISION OF MODEL PORTFOLIOS TO CLIENTS WHO ARE MODEL ADVISERS)

Firm Client Information

	No. of Clients	AUM
Firm Total	264	$96,001,136,901
Pension and profit sharing plans	52	$4,444,191,107
Charitable organizations	34	$7,265,062,749
Corporations or other businesses	68	$10,923,720,717

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