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Building 2CLIFTON GUNDERSON WEALTH ADVISORS

Map pinMIDDLETON, WI
Phone608.662.8600
NotebookSEC #801-58266
Total AUM
$847.8M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8215 GREENWAY BLVD.
SUITE 600
MIDDLETON
WI 53562
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
608.662.8600

ReceiptFinancials

Total AUM
$847.8M
Accounts
2,241
Discretionary
$847.8M
Accounts
2,241
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIAILINMDMIMNMONHOHPATXVAWI

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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