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CLIFFORD SWAN INVESTMENT COUNSELORS

Tel: 626-792-2228
177 E. Colorado Blvd
Ste 550
Pasadena, California  91105-1965

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CLIFFORD SWAN INVESTMENT COUNSELORS

CLIFFORD SWAN INVESTMENT COUNSELORS is a Pasadena, California based financial advisory firm with nearly $3,848,216,402 in assets under management and provides investment advisory services for 2531 clients. There are currently 31 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

108033

SEC#:

801-56675

No. of Clients:

2531

Assets under Management

$3,848,216,402

No. of Advisors:

31

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