MANNING & NAPIER ADVISORS, LLC

290 Woodcliff Drive
Fairport, New York 14450
Tel: 585-325-6880

About MANNING & NAPIER ADVISORS, LLC

MANNING & NAPIER ADVISORS, LLC, formally registered with the SEC as MANNING & NAPIER ADVISORS, LLC. The firm was established in 06/04/1975. They have over 4 offices throughout the country.

MANNING & NAPIER ADVISORS, LLC is a Fairport, New York based Financial Planning firm with nearly $18,487,109,261 assets under management, offering retirement planning & investment advisory services to 4447 clients. The firm is staffed with 223 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105992
SEC#	801-10733
Assets Managed by Firm	$18,487,109,261
No. of Clients	4447
No. of Advisors	223

Fee Structure

A percentage of AUM
Other (MNA MAY NEGOTIATE THE FEE FOR CUSTOMIZED PORTFOLIOS AND SERVICES)

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
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	4447	$18,487,109,261
Individuals (other than high net worth individuals)	1601	$899,426,504
High net worth individuals	1504	$4,841,471,678
Pension and profit sharing plans	190	$3,364,288,717
Charitable organizations	126	$1,479,720,316
Other investment advisers	2	$6,811,082
Corporations or other businesses	147	$1,133,612,452

More Retirement Planning firms in Fairport, 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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