STRATEGIC ADVISERS LLC

155 Seaport Blvd
Boston, Massachusetts 02210-2698
Tel: 617-563-7000

About STRATEGIC ADVISERS LLC

STRATEGIC ADVISERS LLC, formally registered with the SEC as STRATEGIC ADVISERS LLC. The firm was established in 08/11/1977. They have over 3 offices throughout the country.

STRATEGIC ADVISERS LLC is a Boston, Massachusetts based Financial Planning firm with nearly $824,740,096,815 assets under management, offering retirement planning & investment advisory services to 1965880 clients. The firm is staffed with 269 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104555
SEC#	801-13243
Assets Managed by Firm	$824,740,096,815
No. of Clients	1965880
No. of Advisors	269

Fee Structure

A percentage of AUM
Other (PERCENTAGE OF REVENUE FROM AFFILIATES)

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
Selection for other advisors
Other (PROVIDER OF MODEL PORTFOLIOS)

Firm Client Information

	No. of Clients	AUM
Firm Total	1965880	$824,740,096,815
Individuals (other than high net worth individuals)	1097961	$89,359,995,588
High net worth individuals	520846	$225,312,456,465
Pension and profit sharing plans	8817	$108,685,709,283
Charitable organizations	12	$32,639,886,938
Corporations or other businesses	375	$159,623,450

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