FENIMORE ASSET MANAGEMENT, INC.

384 North Grand Street
Cobleskill, New York 12043
Tel: 518-234-4393

About FENIMORE ASSET MANAGEMENT, INC.

FENIMORE ASSET MANAGEMENT, INC, formally registered with the SEC as FENIMORE ASSET MANAGEMENT, INC. The firm was established in 12/22/1974. They have over 2 offices throughout the country.

FENIMORE ASSET MANAGEMENT, INC. is a Cobleskill, New York based Financial Planning firm with nearly $5,425,014,709 assets under management, offering retirement planning & investment advisory services to 1164 clients. The firm is staffed with 44 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110946
SEC#	801-10429
Assets Managed by Firm	$5,425,014,709
No. of Clients	1164
No. of Advisors	44

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1164	$5,425,014,709
Individuals (other than high net worth individuals)	196	$118,357,862
High net worth individuals	367	$1,478,959,982
Pension and profit sharing plans	18	$230,210,867
Charitable organizations	63	$287,179,401
Corporations or other businesses	11	$143,979,214

More Retirement Planning firms in Cobleskill, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
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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