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Financial Advisor
California
Sausalito
APERIO GROUP, LLC

APERIO GROUP, LLC

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

About 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
Firm CRD#:

111616

Firm SEC#:

801-57184

Assets Under Management:

$80,212,688,341

No. of Clients:

16173

No. of Advisors:

170

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

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