BOSTON PARTNERS

1 Beacon Street
30th Floor
Boston, Massachusetts 02108
Tel: 617-832-8200

About BOSTON PARTNERS

BOSTON PARTNERS, formally registered with the SEC as BOSTON PARTNERS. The firm was established in 02/19/2003. They have over 4 offices throughout the country.

BOSTON PARTNERS is a Boston, Massachusetts based Financial Planning firm with nearly $89,687,813,267 assets under management, offering retirement planning & investment advisory services to 5317 clients. The firm is staffed with 167 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	124982
SEC#	801-61786
Assets Managed by Firm	$89,687,813,267
No. of Clients	5317
No. of Advisors	167

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

Firm Client Information

	No. of Clients	AUM
Firm Total	5317	$89,687,813,267
High net worth individuals	33	$202,771,141
Pension and profit sharing plans	73	$8,099,105,075
Charitable organizations	18	$352,606,193
Corporations or other businesses	22	$1,074,011,499

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