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CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS
Tel: 216-621-1090
1100 Superior Ave East Suite 700
Cleveland, Ohio 44114
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS is a Cleveland, Ohio based financial advisory firm with nearly $22,368,771,314 in assets under management and provides investment advisory services for 11645 clients. There are currently 190 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 , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Other (INVESTMENT CONSULTING FOR 401(K), FOUNDATION & HEALTHCARE CLIENTS; INVESTMENT RESEARCH AND DUE DILIGENCE; TRUST ADMINISTRATION)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT OR FLAT FE
Firm CRD#:
105674
SEC#:
801-33554
No. of Clients:
11645
Assets under Management
$22,368,771,314
No. of Advisors:
190
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