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 $7,802,138,241 assets under management, offering retirement planning & investment advisory services to 111 clients. The firm is staffed with 50 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	134918
SEC#	801-64175
Assets Managed by Firm	$7,802,138,241
No. of Clients	111
No. of Advisors	50

Fee Structure

A Percentage of AUM
Performance Based

Advisory Services Provided

Portfolio Management for Individuals
Portfolio Management for Investment
Portfolio Management for pooled Investment
Portfolio Management for Business

Firm Client Information

	No. of Clients	AUM
Firm Total	111	$7,802,138,241
Individuals (other than high net worth individuals)	Fewer than 5 clients	$685,811
High net worth individuals	43	$136,038,852
Pension and profit sharing plans	24	$1,540,875,360
Charitable organizations	14	$201,179,471
Corporations or other businesses	Fewer than 5 clients	$31,613,612

Inquire with RIVER ROAD ASSET MANAGEMENT, LLC

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