CLIFFORD SWAN INVESTMENT COUNSELORS - Financial Advisor in California, Pasadena

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

About 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

Firm CRD#:

108033

Firm SEC#:

801-56675

Assets Under Management:

$3,848,216,402

No. of Clients:

2531

No. of Advisors:

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

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