GARDNER RUSSO & QUINN LLC

223 East Chestnut Street
Lancaster, Pennsylvania 17602
Tel: 717.299.1385

About GARDNER RUSSO & QUINN LLC

GARDNER RUSSO & QUINN LLC, formally registered with the SEC as GARDNER RUSSO & QUINN LLC. The firm was established in 04/01/1992. They have over 1 offices throughout the country.

GARDNER RUSSO & QUINN LLC is a Lancaster, Pennsylvania based Financial Planning firm with nearly $10,058,624,441 assets under management, offering retirement planning & investment advisory services to 1579 clients. The firm is staffed with 50 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106114
SEC#	801-41357
Assets Managed by Firm	$10,058,624,441
No. of Clients	1579
No. of Advisors	50

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1579	$10,058,624,441
Individuals (other than high net worth individuals)	126	$71,831,530
High net worth individuals	1138	$3,882,029,367
Pension and profit sharing plans	24	$306,051,629
Charitable organizations	118	$1,109,289,365
Corporations or other businesses	6	$58,830,895

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