COHO PARTNERS, LTD.

300 Berwyn Park
801 Cassatt Road, Suite 100
Berwyn, Pennsylvania 19312
Tel: 484-318-7575

About COHO PARTNERS, LTD.

COHO PARTNERS, LTD, formally registered with the SEC as COHO PARTNERS, LTD. The firm was established in 03/30/2001. They have over 1 offices throughout the country.

COHO PARTNERS, LTD. is a Berwyn, Pennsylvania based Financial Planning firm with nearly $4,558,100,000 assets under management, offering retirement planning & investment advisory services to 1190 clients. The firm is staffed with 34 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111335
SEC#	801-60111
Assets Managed by Firm	$4,558,100,000
No. of Clients	1190
No. of Advisors	34

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	1190	$4,558,100,000
Individuals (other than high net worth individuals)	886	$928,200,000
High net worth individuals	110	$377,700,000
Pension and profit sharing plans	11	$71,700,000
Charitable organizations	79	$527,000,000
Other investment advisers	3	$528,200,000
Corporations or other businesses	53	$587,400,000

More Retirement Planning firms in Berwyn, Pennsylvania:

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VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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