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Building 2CLELLAND & COMPANY INC

Map pinSAN DIEGO, CA
Phone858-587-8700
NotebookSEC #801-34425
Total AUM
$465.7M
Employees
3
Clients
111

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5151 SHOREHAM PLACE, SUITE 130
SAN DIEGO
CA 92122
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
858-587-8700

ReceiptFinancials

Total AUM
$465.7M
Accounts
325
Discretionary
$395.1M
Accounts
317
Non-Discretionary
$70.5M
Accounts
8

ContactClients

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Individual Clients
70
AUM
$41.2M
HNW Individual Clients
25
AUM
$180.1M
Pension/Profit Sharing Plan Clients
1
AUM
$23.3M
Charitable Organization Clients
5
AUM
$156.3M
Corporation or Business Clients
1
AUM
$5.3M
Other Clients
9
AUM
$59.5M
Description of Other Clients
BENEFIT PLANS

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOOR

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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