CliftonLarsonAllen Wealth Advisors LLC

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Assets, Funds, Holdings

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CAFR Data
CliftonLarsonAllen Wealth Advisors LLC
CRD #38357
SEC #801-57242
CIK #
AUM $4.9 BB (78% Disc, 100% US, 2020-03-23)
Employees113 (84% Investors, 65% Brokers)
Phone612-376-4777
Address220 South 6th Street
Minneapolis, MN 55402-1418
Source [IAPD] [Website]
Total AUM ($BB)
5.04.03.02.01.00.01999200620132021
Sector Issuer Cap ($MM) Value ($MM)
AGG 77.4
IEFA 66.4
MUB 66.2
IVW 58.2
IVE 54.4
ROK 25,010.0 31.8
SCHV 28.9
SCHG 28.3
TFI 28.1
IJH 28.0
View All
Holdings by Sector ($)
1.00.80.60.40.20.02014201620182020
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TX 5.0
Greycourt & Co Inc
PA 5.0
BMO Harris Financial Advisors Inc
IL 4.9
UBS Swiss Financial Advisers AG
4.9
LM Capital Group LLC
CA 4.8
Bridges Investment Management Inc
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Strategic Capital Advisers Inc
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Greenleaf Advisors LLC
NJ 4.8
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