|
⚲
|
| Clelland & Co Inc
✚
|
|
|---|---|
| CRD # | 105406 |
| SEC # | 801-34425 |
| CIK # | |
| AUM | $357.0 MM (2023-03-10) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 858-587-8700 |
| Address | 5151 Shoreham Place, Suite 130 San Diego, CA 92122 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 24.8 |
| (b) Individuals (high net worth individuals) | 24 | 157.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 26.7 |
| (h) Charitable organizations | 5 | 119.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.4 |
| (n) Other | 9 | 26.7 |
| Total | 247 | 357.0 |
| By Discretionary | ||
| Discretionary | 228 | 227.2 |
| Non-Discretionary | 19 | 129.8 |
| Total | 247 | 357.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 357.0 | |
| Total | 247 | 357.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Phraction Management LLC
✚
|
CT | 0.4 |
|
Dynamic Financial Group LLC
✚
|
IA | 0.4 |
|
William Madison Advisors Inc
✚
|
TX | 0.4 |
|
Prudeo Partners LLC
✚
|
SC | 0.4 |
|
Long Run Wealth Advisors LLC
✚
|
NY | 0.4 |
|
Orin Green Financial LLC
✚
|
CA | 0.4 |
|
Julex Capital Management LLC
✚
|
MA | 0.4 |
|
TowerPoint Wealth LLC
✚
|
CA | 0.4 |
|
Legacy Wealth Asset Management LLC
✚
|
MN | 0.4 |
|
Goehring & Rozencwajg Associates LLC
✚
|
NY | 0.4 |