1. Advisory World: A Leading Van Nuys, CA Based Technology Company
Tiburon Research
April 23, 2019

2. Advisory World Comments 2 Founded in 1987 Founded by Philip Wilson
Based in Van Nuys, California
CEO: Philip Wilson
Web Site:
Source: 4/23/19 Advisory World Web Site; 10/27/05 Advisory World Web Site; 4/05 Investment Advisor; 2/03 Investment Advisor; Tiburon Research & Analysis 2

3. Advisory World History
Advisory World was Founded in 1987 and Has Subsequently Evolved through its Early, Middle, & Recent Phases
Advisory World
History
Advisory World
Founded
Advisory World
Today
Early
Phase
Middle
Phase
Recent
Phase
Approximate
Dates:
1987
2019
Key Steps:
1987: Advisory World founded
XXXX: --
XXXX: --
XXXX: --
Source: 4/23/19 Advisory World Web Site; 10/27/05 Advisory World Web Site; 4/05 Investment Advisor; 2/03 Investment Advisor; Tiburon Research & Analysis 3

4. Advisory World was Founded by Philip Wilson
Comments
Founded in 1987
Founded by Philip Wilson
Based in Van Nuys, California
Source: 4/23/19 Advisory World Web Site; 10/27/05 Advisory World Web Site; 4/05 Investment Advisor; 2/03 Investment Advisor; Tiburon Research & Analysis 4

5. Advisory World is Not a Frequent Advertiser
Comments --
Source: Tiburon Research & Analysis 5

6. Advisory World Web Site
Advisory World Has a Web Site with Seven Core Sections, Including Products & Services, Partners, Support, About, News, Login, and Free Trial
Advisory World
Web Site
Advisory World
Web Site
Products & Services
Partners
Support
About
News
Login
Free Trial
Source: 4/23/2019 World Advisory Web Site; Tiburon Research & Analysis 6

7. Advisory World is Not a Frequent Acquirer
Comments --
Source: Tiburon Research & Analysis 7

8. Advisory World Has a Charitable Giving Program
Comments --
Source: Tiburon Research & Analysis 8

9. Advisory World Has Offices
Source: Tiburon Research & Analysis 9

10. Advisory World Has Employees
Source: Tiburon Research & Analysis 10

11. Advisory World Serves Clients
(Millions)
Source: Tiburon Research & Analysis 11

12. Advisory World Generates Revenues
($ Millions)
Source: Tiburon Research & Analysis 12

13. Advisory World Earns $___ Million
Net Profits
($ Millions)
Source: Tiburon Research & Analysis 13

14. Advisory World Has a Number of Businesses, Including…-- -- -- -- --
Source: Tiburon Research & Analysis 14

15. Advisory World’s First Businesses is ___
Comments --
Source: Tiburon Research & Analysis 15

16. Advisory World’s Second Businesses is ___
Comments --
Source: Tiburon Research & Analysis 16

17. Advisory World is Led by its CEO Philip Wilson
Organizational Chart
Philip Wilson
CEO -- -- -- -- --
Source: 4/23/19 Advisory World Web Site; 10/27/05 Advisory World Web Site; 4/05 Investment Advisor; 2/03 Investment Advisor; Tiburon Research & Analysis 17

18. Advisory World Has a Board of Directors Led by its Chairman…--
Chairman -- -- -- -- -- -- -- -- --
Source: Tiburon Research & Analysis

19. Advisory World is Privately Owned
Comments --
Source: Tiburon Research & Analysis 19

20. Advisory World Has Assets
($ Millions)
Source: Tiburon Research & Analysis 20 20 20

21. Advisory World Has Liabilities
($ Millions)
Source: Tiburon Research & Analysis 21 21 21

22. Advisory World Has Shareholders’ Equity
($ Millions)
Source: Tiburon Research & Analysis 22 22 22

23. Advisory World Earns … Per Share
Earnings Per Share
Source: Tiburon Research & Analysis 23 23 23

24. Advisory World Declares … Dividends Per Share
Source: Tiburon Research & Analysis 24 24 24

25. Advisory World Has a … Dividend Yield
Source: Tiburon Research & Analysis 25 25 25

26. Advisory World’s Stock Price is …
Source: Tiburon Research & Analysis 26 26 26

27. Advisory World Has … Shares Outstanding
Source: Tiburon Research & Analysis 27 27 27

28. Advisory World’s Market Capitalization is …
($ Millions)
Source: Tiburon Research & Analysis 28 28 28

29. Advisory World is Owned by ….
Ownership
By Owner
Source: Tiburon Research & Analysis 29 29 29

30. Advisory World’s Stock Volume is….
Source: Tiburon Research & Analysis 30 30 30

31. Tiburon Strategic Advisors
Comments
Focus on corporate-level strategy
Serve senior executives only at financial services companies
Key services: market seminars, market research, & strategy consulting
Served over 450 corporate clients and completed over 2,200 projects since 1998
Host semi-annual CEO Summits, offer free weekly research releases, and offer free business benchmarking tools for all types of advisors
Chip Roame background
McKinsey & Company
Charles Schwab & Company
Tiburon since 1998
Source: Tiburon Research & Analysis 31 31