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).
Total Assets Under Management13,243MILLION
Total Number of Accounts2,512ACCOUNTS
Average Account Value$5,271,954
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Robert Newman (CRD# 1037553) is an Investment Advisor Representative working at Aperio Group, LLC in Sausalito, CA and has over 35 years of experience in the finance industry.