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| Happy Holidays!! thanks for using AUM13F!! |
| Clelland & Co Inc
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|---|---|
| CRD # | 105406 |
| SEC # | 801-34425 |
| CIK # | |
| AUM | $432.4 M (2025-03-11) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 858-587-8700 |
| Address | 5151 Shoreham Place, Suite 130 San Diego, CA 92122 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 31.8 |
| (b) Individuals (high net worth individuals) | 21 | 178.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 24.2 |
| (h) Charitable organizations | 5 | 143.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 5.1 |
| (n) Other | 9 | 49.4 |
| Total | 279 | 432.4 |
| By Discretionary | ||
| Discretionary | 269 | 351.0 |
| Non-Discretionary | 10 | 81.4 |
| Total | 279 | 432.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 432.4 | |
| Total | 279 | 432.4 |
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