Aperio Group, LLC
Aperio Group, LLC (CRD# 111616) is a financial advisory firm headquartered in Sausalito, CA. They manage $15,619,552,133 in 3,031 accounts and serve the financial needs of clients across 52 states (or territories).
Total Assets Under Management15,620MILLION
Total Number of Accounts3,031ACCOUNTS
Average Account Value$5,153,267
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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.