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Building 2CLF ASSET MANAGEMENT, INC.

Map pinMADISON, WI
Phone8885053956
NotebookSEC #801-131455
Total AUM
$146.9M
Employees
5
Clients
386

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
999 FOURIER DRIVE
SUITE 301
MADISON
WI 53717
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
8885053956

ReceiptFinancials

Total AUM
$146.9M
Accounts
1,160
Discretionary
$124.7M
Accounts
1,019
Non-Discretionary
$22.2M
Accounts
141

ContactClients

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Individual Clients
283
AUM
$48.1M
HNW Individual Clients
98
AUM
$86.9M
Pension/Profit Sharing Plan Clients
4
AUM
$11.9M
Corporation or Business Clients
1
AUM
$3K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ADVISORY SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTXWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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