CLEARBRIDGE INVESTMENTS, LLC

One Madison Avenue
18th Floor
New York, New York 10010
Tel: 212-805-2000

About CLEARBRIDGE INVESTMENTS, LLC

CLEARBRIDGE INVESTMENTS, LLC, formally registered with the SEC as CLEARBRIDGE INVESTMENTS, LLC. The firm was established in 09/30/2005. They have over 7 offices throughout the country.

CLEARBRIDGE INVESTMENTS, LLC is a New York, New York based Financial Planning firm with nearly $180,788,611,945 assets under management, offering retirement planning & investment advisory services to 122375 clients. The firm is staffed with 214 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	137028
SEC#	801-64710
Assets Managed by Firm	$180,788,611,945
No. of Clients	122375
No. of Advisors	214

Fee Structure

A percentage of AUM
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

Firm Client Information

	No. of Clients	AUM
Firm Total	122375	$180,788,611,945
Individuals (other than high net worth individuals)	120505	$46,034,985,325
High net worth individuals	264	$849,626,386
Pension and profit sharing plans	451	$2,600,698,423
Charitable organizations	255	$1,411,770,162
Other investment advisers	53	$39,540,649,496
Corporations or other businesses	692	$2,108,859,279

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