RIVER ROAD ASSET MANAGEMENT, LLC

462 South Fourth Street
Suite 2000
Louisville, Kentucky 40202-3466
Tel: 502-371-4100

About RIVER ROAD ASSET MANAGEMENT, LLC

RIVER ROAD ASSET MANAGEMENT, LLC, formally registered with the SEC as RIVER ROAD ASSET MANAGEMENT, LLC. The firm was established in 04/28/2005. They have over 1 offices throughout the country.

RIVER ROAD ASSET MANAGEMENT, LLC is a Louisville, Kentucky based Financial Planning firm with nearly $7,678,048,654 assets under management, offering retirement planning & investment advisory services to 93 clients. The firm is staffed with 44 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	134918
SEC#	801-64175
Assets Managed by Firm	$7,678,048,654
No. of Clients	93
No. of Advisors	44

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 (RIVER ROAD ASSET MANAGEMENT LLC IS A MODEL PORTFOLIO PROVIDER.)

Firm Client Information

	No. of Clients	AUM
Firm Total	93	$7,678,048,654
High net worth individuals	31	$98,000,142
Pension and profit sharing plans	22	$1,737,488,528
Charitable organizations	13	$205,418,197
Corporations or other businesses	Fewer than 5 clients	$112,073,516

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