Aperio Group, LLC

Aperio Group, LLC (CRD# 111616) is a financial advisory firm headquartered in Sausalito, CA. They manage $80,212,688,341 in 16,173 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
Three Harbor Drive, Suite 204, Sausalito, CA 94965
http://www.aperiogroup.com/
By the Numbers
  • Total Assets Under Management
    80,213
    MILLION
  • Total Number of Accounts
    16,173
    ACCOUNTS
  • Average Account Value
    $4,959,667
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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

Robert Newman (CRD# 1037553) is an Investment Advisor Representative working at Aperio Group, LLC in Sausalito, CA and has over 41 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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