CLUTINGER WILLIAMS & VERHOYE INC

6398 Del Cerro Blvd
Ste 3
San Diego, California 92120-4761
Tel: 619-326-0900

About CLUTINGER WILLIAMS & VERHOYE INC

CLUTINGER WILLIAMS & VERHOYE INC, formally registered with the SEC as CLUTINGER WILLIAMS & VERHOYE INC. The firm was established in 09/03/1969. They have over 1 offices throughout the country.

CLUTINGER WILLIAMS & VERHOYE INC is a San Diego, California based Financial Planning firm with nearly $146,174,311 assets under management, offering retirement planning & investment advisory services to 256 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111082
SEC#	801-5935
Assets Managed by Firm	$146,174,311
No. of Clients	256
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	256	$146,174,311
Individuals (other than high net worth individuals)	56	$41,195,142
High net worth individuals	55	$88,442,501
Pension and profit sharing plans	6	$1,425,738
Charitable organizations	8	$15,110,930

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