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| CliftonLarsonAllen Wealth Advisors LLC
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|---|---|
| CRD # | 38357 |
| SEC # | 801-57242 |
| CIK # | 0000944361 |
| AUM | $8.0 BB (2024-03-29) |
| Employees | 153 (62% Investors, 58% Brokers) |
| Phone | 612-376-4777 |
| Address | 220 South 6th Street Minneapolis, MN 55402-1418 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| EOG | 69.3 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,132 | 1.2 |
| (b) Individuals (high net worth individuals) | 1,733 | 5.9 |
| (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 | 145 | 0.1 |
| (h) Charitable organizations | 72 | 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 | 208 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 19,942 | 8.0 |
| By Discretionary | ||
| Discretionary | 13,773 | 6.0 |
| Non-Discretionary | 6,169 | 2.0 |
| Total | 19,942 | 8.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.0 | |
| Total | 19,942 | 8.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000944361] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sentry Management Inc
✚
|
TX | 8.5 |
|
Planmember Securities Corporation
✚
|
CA | 8.3 |
|
Gregory J Schwartz & Co Inc
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|
MI | 7.7 |
|
Choate Investment Advisors LLC
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|
MA | 7.5 |
|
Seven Post Investment Office LP
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|
CA | 7.5 |
|
Advisors Capital Management LLC
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|
NJ | 7.4 |
|
Riverbridge Partners LLC
✚
|
MN | 7.4 |
|
Altair Advisers LLC
✚
|
IL | 7.4 |
|
Great Valley Advisor Group Inc
✚
|
DE | 7.3 |
|
Merit Financial Group LLC
✚
|
GA | 7.3 |