Cliftonlarsonallen Wealth Advisors LLC

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Assets, Funds, Holdings

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Cliftonlarsonallen Wealth Advisors LLC
CRD #38357
SEC #801-57242
CIK #0000944361
AUM$3.6 BB
Employees104
Phone612-376-4777
Address220 South 6th Street Suite 300
Minneapolis, MN 55402-1418
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
AGG 78.3
MUB 73.1
IEFA 70.3
IVW 52.9
IVE 50.7
ROK 21,320.0 41.0
ITOT 34.7
SCHG 32.8
SCHV 30.6
IJH 29.7
View All
Holdings by Sector ($BB)