CLIFFORD SWAN INVESTMENT COUNSELORS

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

About CLIFFORD SWAN INVESTMENT COUNSELORS

CLIFFORD SWAN INVESTMENT COUNSELORS, formally registered with the SEC as CLIFFORD SWAN INVESTMENT COUNSELORS. The firm was established in 07/27/1999. They have over 2 offices throughout the country.

CLIFFORD SWAN INVESTMENT COUNSELORS is a Pasadena, California based Financial Planning firm with nearly $3,848,216,402 assets under management, offering retirement planning & investment advisory services to 2531 clients. The firm is staffed with 31 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108033
SEC#	801-56675
Assets Managed by Firm	$3,848,216,402
No. of Clients	2531
No. of Advisors	31

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

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

Firm Client Information

	No. of Clients	AUM
Firm Total	2531	$3,848,216,402
Individuals (other than high net worth individuals)	306	$126,943,863
High net worth individuals	554	$3,136,706,012
Charitable organizations	62	$479,363,708
Corporations or other businesses	22	$105,202,819

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