FREEGULLIVER, LLC

5500 Laurel Street
New Orleans, Louisiana 70115
Tel: 504-899-0300

About FREEGULLIVER, LLC

FREEGULLIVER, LLC, formally registered with the SEC as FREEGULLIVER, LLC. The firm was established in 01/30/2006. They have over 3 offices throughout the country.

FREEGULLIVER, LLC is a New Orleans, Louisiana based Financial Planning firm with nearly $548,274,370 assets under management, offering retirement planning & investment advisory services to 716 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	117040
SEC#	801-65870
Assets Managed by Firm	$548,274,370
No. of Clients	716
No. of Advisors	17

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based
Performance Based

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
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (CONCIERGE SERVICES; BILL-PAYING SERVICES; MANAGEMENT CONSULTING; EXECUTIVE COMPENSATION CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	716	$548,274,370
Individuals (other than high net worth individuals)	136	$22,174,832
High net worth individuals	74	$197,083,999
Pension and profit sharing plans	55	$127,066,871
Charitable organizations	Fewer than 5 clients	$2,682,221
Corporations or other businesses	Fewer than 5 clients	$276,118

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