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APERIO GROUP, LLC

Tel: 415-339-4300
Three Harbor Drive
Suite 204
Sausalito, California  94965

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APERIO GROUP, LLC

APERIO GROUP, LLC is a Sausalito, California based financial advisory firm with nearly $80,212,688,341 in assets under management and provides investment advisory services for 16173 clients. There are currently 170 financial advisors at the firm.

General Information

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

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

111616

SEC#:

801-57184

No. of Clients:

16173

Assets under Management

$80,212,688,341

No. of Advisors:

170

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