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Cliftonlarsonallen Wealth Advisors, LLC

Cliftonlarsonallen Wealth Advisors, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on Sept. 6, 2019
    • $3.6B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 11K
      Accounts
    • $334.0K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

103

name start date
Sarah Elizabeth Jensen
February 2012
Christopher Moss
March 2014
Benjamin Semyonovich Axelrod
October 2014
Sherry Lee Salamone
March 2018
Emily Elizabeth Gunther
January 2018

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Cliftonlarsonallen LLP -- --
    Cliftonlarsonallen Municipal Advisors LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Brian Jacob Buffie Chief Compliance Officer January, 2016 less than 5%
      Bruce Gerald Bushman Chief Executive Officer January, 2017 less than 5%
      Matthew Brent Johnson Principal Operations Officer October, 2018 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees