|
⚲
|
| Clelland & Co Inc
✚
|
|
|---|---|
| CRD # | 105406 |
| SEC # | 801-34425 |
| CIK # | |
| AUM | $465.7 M (2026-03-23) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 858-587-8700 |
| Address | 5151 Shoreham Place, Suite 130 San Diego, CA 92122 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 41.2 |
| (b) Individuals (high net worth individuals) | 25 | 180.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 23.3 |
| (h) Charitable organizations | 5 | 156.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 5.3 |
| (n) Other | 9 | 59.5 |
| Total | 325 | 465.7 |
| By Discretionary | ||
| Discretionary | 317 | 395.1 |
| Non-Discretionary | 8 | 70.5 |
| Total | 325 | 465.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 465.7 | |
| Total | 325 | 465.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Coston McIsaac and Partners Inc
✚
|
ME | 0.5 |
|
Seascape Capital Management LLC
✚
|
NH | 0.5 |
|
Mark Sheptoff Financial Planning LLC
✚
|
CT | 0.5 |
|
Wealthvalues LLC
✚
|
CA | 0.5 |
|
Consilium Wealth Advisory LLC
✚
|
0.5 | |
|
Baldwin & Clarke Advisory Services LLC
✚
|
NH | 0.5 |
|
BWM Planning LLC
✚
|
TX | 0.5 |
|
John F Suby Wealth Management LLC
✚
|
WI | 0.5 |
|
LPWM LLC
✚
|
MN | 0.5 |
|
HMV Wealth Advisors LLC
✚
|
LA | 0.5 |