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CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS
CLEVELAND, OH
216-621-1090
SEC #801-33554Total AUM
$33.9B
Employees
280Clients
4,819Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1100 SUPERIOR AVE EAST
SUITE 700
CLEVELAND
OH 44114
United States
SUITE 700
CLEVELAND
OH 44114
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
216-621-1090
Other Offices
8
Financials
Total AUM
$33.9B
Accounts
14,707Discretionary
$25.9B
Accounts
12,837Non-Discretionary
$7.9B
Accounts
1,870
Clients
Individual Clients
2,136AUM
$782.6M
HNW Individual Clients
2,175AUM
$20.5B
Pooled Vehicle Clients
3AUM
$173.5M
Pension/Profit Sharing Plan Clients
22AUM
$2.1B
Government Entity Clients
3AUM
$6.5M
Corporation or Business Clients
468AUM
$10.4B
Other Clients
12AUM
$0
Description of Other Clients
INCLUDES INSTITUTIONAL AND PRIVATE CLIENTS WITH NO RAUM
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio ManagementPublications
Other Services
INVESTMENT CONSULTING FOR 401(K), FOUNDATION & HEALTHCARE CLIENTS; INVESTMENT RESEARCH AND DUE DILIGENCE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF ASSETS UNDER ADVISEMENT OR FLAT FEE
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.