BLACKROCK FINANCIAL MANAGEMENT, INC

50 Hudson Yards
New York, New York 10001
Tel: 212 810 5300

About BLACKROCK FINANCIAL MANAGEMENT, INC

BLACKROCK FINANCIAL MANAGEMENT, INC, formally registered with the SEC as BLACKROCK FINANCIAL MANAGEMENT, INC. The firm was established in 02/28/1995. They have over 21 offices throughout the country.

BLACKROCK FINANCIAL MANAGEMENT, INC is a New York, New York based Financial Planning firm with nearly $1,288,497,806,439 assets under management, offering retirement planning & investment advisory services to 2184 clients. The firm is staffed with 6407 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107105
SEC#	801-48433
Assets Managed by Firm	$1,288,497,806,439
No. of Clients	2184
No. of Advisors	6407

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

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
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2184	$1,288,497,806,439
Individuals (other than high net worth individuals)	11	$5,483,295
High net worth individuals	77	$6,006,642,057
Pension and profit sharing plans	163	$140,711,008,294
Charitable organizations	51	$19,561,591,626
Other investment advisers	8	$15,879,199,931
Corporations or other businesses	184	$90,263,960,455

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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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221

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