Aperio Group, LLC

Aperio Group, LLC (CRD# 111616) is a financial advisory firm headquartered in Sausalito, CA. They manage $13,243,148,689 in 2,512 accounts and serve the financial needs of clients across 34 states (or territories).

By the Numbers
  • Total Assets Under Management
    13,243
    MILLION
  • Total Number of Accounts
    2,512
    ACCOUNTS
  • Average Account Value
    $5,271,954
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Aperio Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert Newman
CRD#: 1037553
Three Harbor Drive, Suite 315, Sausalito, CA 94965
96
Wealthminder
score

Robert Newman (CRD# 1037553) is an Investment Advisor Representative working at Aperio Group, LLC in Sausalito, CA and has over 34 years of experience in the finance industry.

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