Sign in
Create a free account
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
MINNEAPOLIS, MN
612-376-4777
SEC #801-57242Total AUM
$14.4B
Employees
158Clients
7,354Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
220 SOUTH 6TH STREET
SUITE 300
MINNEAPOLIS
MN 55402-1418
United States
SUITE 300
MINNEAPOLIS
MN 55402-1418
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
612-376-4777
Other Offices
39
Financials
Total AUM
$14.4B
Accounts
23,169Discretionary
$8.7B
Accounts
15,906Non-Discretionary
$5.7B
Accounts
7,263
Clients
Individual Clients
4,202AUM
$1.2B
HNW Individual Clients
2,348AUM
$10.1B
Pension/Profit Sharing Plan Clients
159AUM
$1.9B
Charitable Organization Clients
307AUM
$247.4M
Corporation or Business Clients
338AUM
$910.6M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.