BILL FEW ASSOCIATES, INC.

107 Mt. Nebo Pointe
Suite 200
Pittsburgh, Pennsylvania 15237
Tel: 412 630-6000

About BILL FEW ASSOCIATES, INC.

BILL FEW ASSOCIATES, INC, formally registered with the SEC as BILL FEW ASSOCIATES, INC. The firm was established in 04/10/1987. They have over 3 offices throughout the country.

BILL FEW ASSOCIATES, INC. is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $2,125,447,761 assets under management, offering retirement planning & investment advisory services to 7141 clients. The firm is staffed with 31 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	133561
SEC#	801-29235
Assets Managed by Firm	$2,125,447,761
No. of Clients	7141
No. of Advisors	31

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	7141	$2,125,447,761
Individuals (other than high net worth individuals)	2792	$1,553,381,015
High net worth individuals	29	$538,191,328
Pension and profit sharing plans	14	$31,365,376
Charitable organizations	Fewer than 5 clients	$2,510,042

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