MARTINGALE ASSET MANAGEMENT

888 Boylston Street
Suite 1400
Boston, Massachusetts 02199
Tel: 617.424.4700

About MARTINGALE ASSET MANAGEMENT

MARTINGALE ASSET MANAGEMENT, formally registered with the SEC as MARTINGALE ASSET MANAGEMENT. The firm was established in 06/07/1987. They have over 1 offices throughout the country.

MARTINGALE ASSET MANAGEMENT is a Boston, Massachusetts based Financial Planning firm with nearly $5,111,616,089 assets under management, offering retirement planning & investment advisory services to 33 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108526
SEC#	801-30067
Assets Managed by Firm	$5,111,616,089
No. of Clients	33
No. of Advisors	24

Fee Structure

A percentage of AUM
Performance Based
Other (PERCENTAGE OF ADVISED ASSETS)

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
Other (ASSETS UNDER ADVISEMENT)

Firm Client Information

	No. of Clients	AUM
Firm Total	33	$5,111,616,089
High net worth individuals	Fewer than 5 clients	$90,164,787
Pension and profit sharing plans	Fewer than 5 clients	$848,904,968
Charitable organizations	Fewer than 5 clients	$43,427,614
Corporations or other businesses	Fewer than 5 clients	$54,564,530

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