PARAMETRIC PORTFOLIO ASSOCIATES

800 Fifth Avenue
Suite 2800
Seattle, Washington 98104
Tel: 206-694-5575

About PARAMETRIC PORTFOLIO ASSOCIATES

PARAMETRIC PORTFOLIO ASSOCIATES, formally registered with the SEC as PARAMETRIC PORTFOLIO ASSOCIATES. The firm was established in 08/17/2001. They have over 6 offices throughout the country.

PARAMETRIC PORTFOLIO ASSOCIATES is a Seattle, Washington based Financial Planning firm with nearly $475,093,919,406 assets under management, offering retirement planning & investment advisory services to 163121 clients. The firm is staffed with 877 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	114310
SEC#	801-60485
Assets Managed by Firm	$475,093,919,406
No. of Clients	163121
No. of Advisors	877

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

Firm Client Information

	No. of Clients	AUM
Firm Total	163121	$475,093,919,406
Individuals (other than high net worth individuals)	105236	$45,257,793,334
High net worth individuals	50213	$194,651,706,893
Pension and profit sharing plans	466	$49,897,127,303
Charitable organizations	1439	$57,693,138,368
Corporations or other businesses	5406	$44,351,237,550

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