TODD ASSET MANAGEMENT LLC

101 South 5th Street
Suite 3100
Louisville, Kentucky 40202
Tel: (502)-585-3121

About TODD ASSET MANAGEMENT LLC

TODD ASSET MANAGEMENT LLC, formally registered with the SEC as TODD ASSET MANAGEMENT LLC. The firm was established in 05/15/1998. They have over 1 offices throughout the country.

TODD ASSET MANAGEMENT LLC is a Louisville, Kentucky based Financial Planning firm with nearly $4,469,969,570 assets under management, offering retirement planning & investment advisory services to 105 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109473
SEC#	801-55565
Assets Managed by Firm	$4,469,969,570
No. of Clients	105
No. of Advisors	19

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Other (PROVIDE AND UPDATE MODEL PORTFOLIO TO PLATFORM CLIENTS UNDER AGREEMENT)

Firm Client Information

	No. of Clients	AUM
Firm Total	105	$4,469,969,570
High net worth individuals	40	$177,863,381
Pension and profit sharing plans	Fewer than 5 clients	$40,827,022
Charitable organizations	13	$171,087,439

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