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Building 2CLIFFORD SWAN INVESTMENT COUNSELORS

Map pinPASADENA, CA
Phone626-792-2228
NotebookSEC #801-56675
Total AUM
$4.5B
Employees
40
Clients
970

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
177 E. COLORADO BLVD
STE 550
PASADENA
CA 91105-1965
United States
Operating Hours
7:00 AM TO 5:00 PM
Monday - Friday
Phone
626-792-2228

ReceiptFinancials

Total AUM
$4.5B
Accounts
2,598
Discretionary
$3.9B
Accounts
2,386
Non-Discretionary
$557.1M
Accounts
212

ContactClients

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Individual Clients
296
AUM
$112.9M
HNW Individual Clients
588
AUM
$3.7B
Charitable Organization Clients
62
AUM
$533.1M
Corporation or Business Clients
24
AUM
$177M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLHIIDLAMANCNHNMNVNYORPATXUTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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