The Golub Group

1850 Gateway Drive

Suite 100

San Mateo, CA 94404-4060

650-212-2240

golubgroup.com

Asset Breakdown

Total AUM Total Accounts Avg. Account AUM
Discretionary $1,362,126,705 2,456 $554,612
Non-discretionary $43,830,696 229 $191,400
Total $1,405,957,401 2,685 $523,634

Staff

Employees 26

Clients

High-net-worth individuals 11-25%
Financial planning clients N/A

Clients

High-net-worth client assets Up to 25%

Compensation

Percentage of assets under management Yes
Hourly charges Yes
Subscription fees No
Fixed fees No
Commissions No
Performance-based fees No