SANDHILL INVESTMENT MANAGEMENT

40 Fountain Plaza
Suite 1300
Buffalo, New York 14202
Tel: 716-852-0279

About SANDHILL INVESTMENT MANAGEMENT

SANDHILL INVESTMENT MANAGEMENT, formally registered with the SEC as SANDHILL INVESTMENT MANAGEMENT. The firm was established in 06/16/2004. They have over 2 offices throughout the country.

SANDHILL INVESTMENT MANAGEMENT is a Buffalo, New York based Financial Planning firm with nearly $2,125,998,284 assets under management, offering retirement planning & investment advisory services to 3261 clients. The firm is staffed with 26 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	129800
SEC#	801-63194
Assets Managed by Firm	$2,125,998,284
No. of Clients	3261
No. of Advisors	26

Fee Structure

A percentage of AUM
Fixed fees
Other (CLIENT OPTIONAL ADDITIONAL BONUS)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	3261	$2,125,998,284
Individuals (other than high net worth individuals)	1765	$674,756,470
High net worth individuals	340	$1,201,266,671
Charitable organizations	18	$85,936,744
Corporations or other businesses	45	$164,038,399

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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