CLELLAND & COMPANY INC

5151 Shoreham Place, Suite 130
San Diego, California 92122
Tel: 858-587-8700

About CLELLAND & COMPANY INC

CLELLAND & COMPANY INC, formally registered with the SEC as CLELLAND & COMPANY INC. The firm was established in 06/01/1989. They have over 1 offices throughout the country.

CLELLAND & COMPANY INC is a San Diego, California based Financial Planning firm with nearly $399,786,719 assets under management, offering retirement planning & investment advisory services to 268 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105406
SEC#	801-34425
Assets Managed by Firm	$399,786,719
No. of Clients	268
No. of Advisors	3

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
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	268	$399,786,719
Individuals (other than high net worth individuals)	62	$28,171,984
High net worth individuals	23	$172,446,512
Pension and profit sharing plans	Fewer than 5 clients	$22,638,509
Charitable organizations	5	$134,217,971
Corporations or other businesses	Fewer than 5 clients	$2,747,255

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