MANAGED ASSET PORTFOLIOS, LLC

950 W. University, Suite 100
Rochester, Michigan 48307
Tel: 248-601-6677

About MANAGED ASSET PORTFOLIOS, LLC

MANAGED ASSET PORTFOLIOS, LLC, formally registered with the SEC as MANAGED ASSET PORTFOLIOS, LLC. The firm was established in 11/27/2000. They have over 1 offices throughout the country.

MANAGED ASSET PORTFOLIOS, LLC is a Rochester, Michigan based Financial Planning firm with nearly $1,086,571,483 assets under management, offering retirement planning & investment advisory services to 1991 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109574
SEC#	801-58125
Assets Managed by Firm	$1,086,571,483
No. of Clients	1991
No. of Advisors	21

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
Pesnsion consulting services
Other (PORTFOLIO MANAGEMENT FOR TRUSTS AND OFFSHORE VEHICLES; MODEL)

Firm Client Information

	No. of Clients	AUM
Firm Total	1991	$1,086,571,483
Individuals (other than high net worth individuals)	1431	$401,310,376
High net worth individuals	176	$349,656,028
Charitable organizations	13	$19,594,118
Corporations or other businesses	32	$77,201,325

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