CLA FINANCIAL ADVISORS, LLC
Total AUM
$154.9M
Employees
5Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1432 TECHNY ROAD
NORTHBROOK
IL 60062
United States
NORTHBROOK
IL 60062
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
847-504-8400
Financials
Total AUM
$154.9M
Accounts
1,435Discretionary
$153.4M
Accounts
1,430Non-Discretionary
$1.5M
Accounts
5
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLILNY
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.