GRANTHAM MAYO VAN OTTERLOO & CO LLC

53 State Street
Suite 3300
Boston, Massachusetts 02109
Tel: 617-330-7500

About GRANTHAM MAYO VAN OTTERLOO & CO LLC

GRANTHAM MAYO VAN OTTERLOO & CO LLC, formally registered with the SEC as GRANTHAM MAYO VAN OTTERLOO & CO LLC. The firm was established in 12/31/1979. They have over 1 offices throughout the country.

GRANTHAM MAYO VAN OTTERLOO & CO LLC is a Boston, Massachusetts based Financial Planning firm with nearly $63,392,391,637 assets under management, offering retirement planning & investment advisory services to 111 clients. The firm is staffed with 369 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106220
SEC#	801-15028
Assets Managed by Firm	$63,392,391,637
No. of Clients	111
No. of Advisors	369

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
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	111	$63,392,391,637
Pension and profit sharing plans	21	$8,934,498,150
Charitable organizations	16	$6,807,236,686
Other investment advisers	1	$425,452,293
Corporations or other businesses	13	$5,530,879,807

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