SEGALL BRYANT & HAMILL

10 South Wacker Drive
Suite 3100
Chicago, Illinois 60606
Tel: 1-800-836-4265

About SEGALL BRYANT & HAMILL

SEGALL BRYANT & HAMILL, formally registered with the SEC as SEGALL BRYANT & HAMILL. The firm was established in 08/10/1994. They have over 7 offices throughout the country.

SEGALL BRYANT & HAMILL is a Chicago, Illinois based Financial Planning firm with nearly $17,210,594,070 assets under management, offering retirement planning & investment advisory services to 1198 clients. The firm is staffed with 110 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106505
SEC#	801-47232
Assets Managed by Firm	$17,210,594,070
No. of Clients	1198
No. of Advisors	110

Fee Structure

A percentage of AUM
Fixed fees
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
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1198	$17,210,594,070
Individuals (other than high net worth individuals)	125	$323,274,244
High net worth individuals	44	$432,029,244
Pension and profit sharing plans	109	$3,784,423,716
Charitable organizations	61	$1,264,028,563
Other investment advisers	79	$2,016,841,681
Corporations or other businesses	14	$371,664,546

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