THE MATHER GROUP, LLC

353 N. Clark Street
Suite 2775
Chicago, Illinois 60654
Tel: 888-537-1080

About THE MATHER GROUP, LLC

THE MATHER GROUP, LLC, formally registered with the SEC as THE MATHER GROUP, LLC. The firm was established in 02/18/2011. They have over 63 offices throughout the country.

THE MATHER GROUP, LLC is a Chicago, Illinois based Financial Planning firm with nearly $10,508,543,012 assets under management, offering retirement planning & investment advisory services to 15974 clients. The firm is staffed with 163 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156005
SEC#	801-72156
Assets Managed by Firm	$10,508,543,012
No. of Clients	15974
No. of Advisors	163

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (A PERCENTAGE OF TOTAL NET WORTH)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	15974	$10,508,543,012
Individuals (other than high net worth individuals)	1860	$867,810,534
High net worth individuals	2379	$9,632,106,298
Pension and profit sharing plans	4	$4,265,908
Charitable organizations	2	$4,360,272

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