LOGAN CAPITAL MANAGEMENT, INC.

3843 West Chester Pike
Suite 150
Newtown Square, Pennsylvania 19073
Tel: 215-569-1100

About LOGAN CAPITAL MANAGEMENT, INC.

LOGAN CAPITAL MANAGEMENT, INC, formally registered with the SEC as LOGAN CAPITAL MANAGEMENT, INC. The firm was established in 01/04/1994. They have over 1 offices throughout the country.

LOGAN CAPITAL MANAGEMENT, INC. is a Newtown Square, Pennsylvania based Financial Planning firm with nearly $2,459,101,392 assets under management, offering retirement planning & investment advisory services to 1730 clients. The firm is staffed with 35 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108893
SEC#	801-45536
Assets Managed by Firm	$2,459,101,392
No. of Clients	1730
No. of Advisors	35

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	1730	$2,459,101,392
Individuals (other than high net worth individuals)	1390	$474,832,839
High net worth individuals	235	$681,923,484
Pension and profit sharing plans	26	$111,198,661
Charitable organizations	25	$135,085,063
Corporations or other businesses	22	$26,733,289

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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
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MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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