WILLIAM BLAIR & COMPANY L.L.C.

150 North Riverside Plaza
Chicago, Illinois 60606
Tel: 312-236-1600

About WILLIAM BLAIR & COMPANY L.L.C.

WILLIAM BLAIR & COMPANY LLC, formally registered with the SEC as WILLIAM BLAIR & COMPANY LLC. The firm was established in 12/24/1947. They have over 10 offices throughout the country.

WILLIAM BLAIR & COMPANY L.L.C. is a Chicago, Illinois based Financial Planning firm with nearly $49,981,350,919 assets under management, offering retirement planning & investment advisory services to 49755 clients. The firm is staffed with 440 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	1252
SEC#	801-688
Assets Managed by Firm	$49,981,350,919
No. of Clients	49755
No. of Advisors	440

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (EQUITY RESEARCH SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	49755	$49,981,350,919
Individuals (other than high net worth individuals)	22553	$4,986,026,093
High net worth individuals	9620	$35,829,227,574
Pension and profit sharing plans	94	$163,350,879
Charitable organizations	35	$214,767,485
Other investment advisers	646	$789,591,994
Corporations or other businesses	1255	$7,015,658,261

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