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Working at Aperio Group LLC

Zippia score 3.7

Overview

JobsRevenue

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Aperio Group LLC overview

Industry
Financial Planner
Revenue
$3M
Headquarters
Employees
118
Founded in
Website
Organization type
Private
Aperio serves investment advisors, single family offices, tax-exempt institutions, and fund sponsors. Their technology-based processes are designed to make serving clients seamless and efficient. But their work doesn't end with technology. They take a tailored, consultative approach, working with investors and their advisors to craft optimal solutions that address their unique portfolio challenges. Combining this personalized approach with quantitative data-driven processes, we are able to offer flexibility, efficiency, and insight, all factors that establish trust and longevity.
Founded in 1999, Aperio Group LLC is an established company that loves to hire graduates from Briarcliffe College, with 16.7% of its employees having attended Briarcliffe College. Want to compare Aperio Group LLC to some other great places to work in California? We suggest taking a look at Zippia's list of Best Companies to Work For in California.
Based in California, Aperio Group LLC is a small finance company with only 118 employees and an annual revenue of $3.0M.

Aperio Group LLC's mission statement

Aperio delivers asset management and advice by taking active responsibility for investors interests, building client relationships based on transparency and the truth rather than just what benefits our firm.

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2.0/5

Aperio Group LLC employee reviews

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Aperio Group LLC employee reviews

Aperio Group LLC employee reviews
2.0/5

Based on 1 ratings

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2.0
A zippia user wrote a review on Feb 2022
Pros of working at Aperio Group LLC

Decent pay for a a portfolio manager. Although the true title should be an overlay manager for that type of work.

Cons of working at Aperio Group LLC

The minutia of manual intervention for most of the portfolio work for this position. Its challenging in a bad way. Similar to solving a jigsaw puzzle on a daily basis. Sure there is skill to completing a puzzle but the feeling of accomplishment lessons after the 100th time.

Aperio Group LLC benefits

Living in North Bay is great. I loved the area.

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The team at Aperio Group LLC

  • The key people at Aperio Group LLC is Philippe R. Calame.
Key people
Philippe R. Calame

Aperio Group LLC rankings

Aperio Group LLC is ranked #15 on the Biggest companies in Sausalito, CA list. Zippia's Best Places to Work lists provide unbiased, data-based evaluations of companies. Rankings are based on government and proprietary data on salaries, company financial health, and employee diversity.

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Aperio Group LLC financial performance

6.9
Performance score

Highest paying Aperio Group LLC competitors

Compare Aperio Group LLC salaries to competitors, including ICE Mortgage Technology, Barclays, and DTCC. Employees at ICE Mortgage Technology earn the highest average yearly salary of $136,775. The salaries at Barclays average $116,906 per year, and the salaries at DTCC come in at $106,100 per year.
RankCompanyAverage salaryJobs
1$136,7750
2$116,9060
3$106,1000
4$102,6560
5$98,0970
6$94,3750
7$91,3950
8$91,1850
9$87,5810
10$85,8190
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    Updated March 14, 2024

    Zippia gives an in-depth look into the details of Aperio Group LLC, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Aperio Group LLC. The employee data is based on information from people who have self-reported their past or current employments at Aperio Group LLC. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Aperio Group LLC. The data presented on this page does not represent the view of Aperio Group LLC and its employees or that of Zippia.

    Aperio Group LLC may also be known as or be related to Aperio, Aperio Group, Aperio Group LLC, Aperio Group, LLC and Aperio Group, Llc.