|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| CliftonLarsonAllen Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 38357 |
| SEC # | 801-57242 |
| CIK # | 0000944361 |
| AUM | $12.3 B (2025-03-31) |
| Employees | 148 (66% Investors, 55% Brokers) |
| Phone | 612-376-4777 |
| Address | 220 South 6th Street Minneapolis, MN 55402-1418 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,142 | 1.2 |
| (b) Individuals (high net worth individuals) | 2,081 | 8.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 147 | 1.7 |
| (h) Charitable organizations | 90 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 268 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 22,119 | 12.3 |
| By Discretionary | ||
| Discretionary | 14,984 | 7.3 |
| Non-Discretionary | 7,135 | 5.0 |
| Total | 22,119 | 12.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 12.3 | |
| Total | 22,119 | 12.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000944361] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Investment Research & Advisory Group Inc
✚
|
GA | 13.2 |
|
Goldman Sachs Asset Management Hong Kong Limited
✚
|
12.9 | |
|
IFP Advisors LLC
✚
|
FL | 12.5 |
|
Circle Wealth Management LLC
✚
|
NJ | 12.5 |
|
Osaic Advisory Services LLC
✚
|
GA | 12.5 |
|
Macquarie Investment Management Austria Kapitalanlage AG
✚
|
12.3 | |
|
Bleakley Financial Group LLC
✚
|
NJ | 12.1 |
|
Newedge Wealth LLC
✚
|
CT | 12.1 |
|
The Mather Group LLC
✚
|
IL | 11.7 |
|
Ameritas Advisory Services LLC
✚
|
NE | 11.5 |