APERIO GROUP, LLC

SAUSALITO, California·2 registered advisors·CRD# 111616
SEC# 801-571849415-339-4300
01

Firm Overview

AUM
$80.2B
Regulatory assets under management
Employees
170
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at APERIO GROUP, LLC

2 registered advisors
Jaime Tolli Snoy
SAUSALITO, California
Robert Newman
SAUSALITO, California
05

Office Locations

SAUSALITO, California
2 advisors

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Data sourced from SEC Form ADV filings. APERIO GROUP, LLC (CRD# 111616) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.