SCS CAPITAL MANAGEMENT LLC

888 Boylston Street
Suite 1010
Boston, Massachusetts 02199
Tel: 617-204-6400

About SCS CAPITAL MANAGEMENT LLC

SCS CAPITAL MANAGEMENT LLC, formally registered with the SEC as SCS CAPITAL MANAGEMENT LLC. The firm was established in 09/06/2002. They have over 10 offices throughout the country.

SCS CAPITAL MANAGEMENT LLC is a Boston, Massachusetts based Financial Planning firm with nearly $39,641,140,653 assets under management, offering retirement planning & investment advisory services to 627 clients. The firm is staffed with 175 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	122258
SEC#	801-61448
Assets Managed by Firm	$39,641,140,653
No. of Clients	627
No. of Advisors	175

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
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
Other (CREDIT, CASH MANAGEMENT, AND INSURANCE SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	627	$39,641,140,653
High net worth individuals	421	$23,333,558,367
Charitable organizations	13	$857,067,176
Other investment advisers	Fewer than 5 clients	$19,331,539
Corporations or other businesses	5	$117,119,279

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