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| Happy Holidays!! thanks for using AUM13F!! |
| CLG LLC
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| CRD # | 282605 |
| SEC # | 801-108414 |
| CIK # | 0002059872 |
| AUM | $953.8 M (2025-07-08) |
| Employees | 22 (91% Investors, 55% Brokers) |
| Phone | 310-329-5150 |
| Address | 4821 E 2nd Street Long Beach, CA 90803 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Chevron Corp | 25.2 | ||
| Apple Inc | 16.0 | ||
| Echostar Corp | 8.6 | ||
| Bonanza Creek Energy Inc | 7.9 | ||
| Microsoft Corp | 5.3 | ||
| Amazon Com Inc | 3.2 | ||
| Nvidia Corp | 3.0 | ||
| Perth MINT Physical Gold ETF | 2.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 688 | 210.0 |
| (b) Individuals (high net worth individuals) | 698 | 720.9 |
| (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 | 2.7 |
| (h) Charitable organizations | 0 | 2.1 |
| (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 | 17 | 18.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,539 | 953.8 |
| By Discretionary | ||
| Discretionary | 2,485 | 933.0 |
| Non-Discretionary | 54 | 20.8 |
| Total | 2,539 | 953.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 953.8 | |
| Total | 2,539 | 953.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002059872] |
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|---|---|---|
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Sterling Investment Advisors Ltd
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PA | 1.0 |
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Rogers Wealth Group Inc
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TX | 1.0 |
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Robert Harrell Incorporated
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TX | 1.0 |
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Deerfield Financial Advisors Inc
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IN | 1.0 |
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PARR McKnight Wealth Management Group LLC
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MN | 1.0 |
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Liquid Strategies LLC
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GA | 1.0 |
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Prometheus Wealth Management Sam
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0.9 | |
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Eagle Bay Advisors LLC
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NY | 0.9 |
|
Panoramika Advisors Inc
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FL | 0.9 |
|
Bruni J V & Co
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CO | 0.9 |