FIDUCIARY MANAGEMENT, INC.

790 N. Water Street
Suite 2100
Milwaukee, Wisconsin 53202
Tel: 414-226-4545

About FIDUCIARY MANAGEMENT, INC.

FIDUCIARY MANAGEMENT, INC, formally registered with the SEC as FIDUCIARY MANAGEMENT, INC. The firm was established in 04/18/1980. They have over 1 offices throughout the country.

FIDUCIARY MANAGEMENT, INC. is a Milwaukee, Wisconsin based Financial Planning firm with nearly $14,936,427,714 assets under management, offering retirement planning & investment advisory services to 769 clients. The firm is staffed with 26 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109149
SEC#	801-15164
Assets Managed by Firm	$14,936,427,714
No. of Clients	769
No. of Advisors	26

Fee Structure

A percentage of AUM

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	769	$14,936,427,714
Individuals (other than high net worth individuals)	292	$941,032,264
High net worth individuals	241	$1,302,988,026
Pension and profit sharing plans	51	$1,398,562,513
Charitable organizations	108	$943,372,933
Corporations or other businesses	41	$234,783,901

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ROBERT W. BAIRD & CO. INCORPORATED 777 E. Wisconsin Avenue Milwaukee, WI, 53202-5391	$287,514,955,453	331500	4069
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$281,345,911,200	25	260
ARTISAN PARTNERS LIMITED PARTNERSHIP 875 East Wisconsin Avenue, Suite 800 Milwaukee, WI, 53202	$151,331,807,781	259	503
TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd Madison, WI, 53705	$35,460,961,000	350	64
MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$28,558,864,166	31	14

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