RICHARD BERNSTEIN ADVISORS LLC

1251 Avenue Of The Americas
Suite 4102
New York, New York 10020
Tel: 212-692-4000

About RICHARD BERNSTEIN ADVISORS LLC

RICHARD BERNSTEIN ADVISORS LLC, formally registered with the SEC as RICHARD BERNSTEIN ADVISORS LLC. The firm was established in 06/01/2010. They have over 1 offices throughout the country.

RICHARD BERNSTEIN ADVISORS LLC is a New York, New York based Financial Planning firm with nearly $4,954,561,817 assets under management, offering retirement planning & investment advisory services to 12603 clients. The firm is staffed with 30 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	153577
SEC#	801-71501
Assets Managed by Firm	$4,954,561,817
No. of Clients	12603
No. of Advisors	30

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
Publication of periodicals and newsletters
Other (ASSET ALLOCATION TO BROKER-DEALERS)

Firm Client Information

	No. of Clients	AUM
Firm Total	12603	$4,954,561,817
Individuals (other than high net worth individuals)	12581	$3,120,519,918
Charitable organizations	1	$127,168,921

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