CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

Tel: 216-621-1090 1100 Superior Ave East Suite 700 Cleveland, Ohio 44114

About 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

Firm CRD#:

105674

Firm SEC#:

801-33554

Assets Under Management:

$22,368,771,314

No. of Clients:

11645

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)

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