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CLG LLC
4821 E 2nd Street
Long Beach, California 90803
Tel: (310) 329-5150
About CLG LLC
CLG LLC, formally registered with the SEC as CLG LLC. The firm was established in 09/29/2016. They have over 6 offices throughout the country.
CLG LLC is a Long Beach, California based Financial Planning firm with nearly $953,822,025 assets under management, offering retirement planning & investment advisory services to 2539 clients. The firm is staffed with 22 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282605 |
| SEC# | 801-108414 |
| Assets Managed by Firm | $953,822,025 |
| No. of Clients | 2539 |
| No. of Advisors | 22 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (RECURRING FEE)
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2539 | $953,822,025 |
| Individuals (other than high net worth individuals) | 688 | $210,032,110 |
| High net worth individuals | 698 | $720,891,904 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,737,465 |
| Charitable organizations | Fewer than 5 clients | $2,070,541 |
| Corporations or other businesses | 17 | $18,090,005 |
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|---|---|---|---|
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| $3,047,294,350,591 | 522 | 700 | |
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