WASATCH ADVISORS LP

505 Wakara Way
3rd Floor
Salt Lake City, Utah 84108
Tel: 801-533-0777

About WASATCH ADVISORS LP

WASATCH ADVISORS LP, formally registered with the SEC as WASATCH ADVISORS LP. The firm was established in 10/23/1975. They have over 1 offices throughout the country.

WASATCH ADVISORS LP is a Salt Lake City, Utah based Financial Planning firm with nearly $26,663,066,907 assets under management, offering retirement planning & investment advisory services to 237 clients. The firm is staffed with 90 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106081
SEC#	801-11095
Assets Managed by Firm	$26,663,066,907
No. of Clients	237
No. of Advisors	90

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
Other (PROVIDE MODEL PORTFOLIO DATA TO CLIENTS)

Firm Client Information

	No. of Clients	AUM
Firm Total	237	$26,663,066,907
Individuals (other than high net worth individuals)	9	$7,397,347
High net worth individuals	44	$188,963,075
Pension and profit sharing plans	22	$1,024,579,722
Charitable organizations	51	$766,855,189
Other investment advisers	1	$7,458,574
Corporations or other businesses	37	$203,513,246

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