CLUNE & ASSOCIATES

980 N Michigan Avenue
Ste 1650
Chicago, Illinois 60611
Tel: (312) 644-6040

About CLUNE & ASSOCIATES

CLUNE & ASSOCIATES, formally registered with the SEC as CLUNE & ASSOCIATES. The firm was established in 08/04/1989. They have over 1 offices throughout the country.

CLUNE & ASSOCIATES is a Chicago, Illinois based Financial Planning firm with nearly $582,694,631 assets under management, offering retirement planning & investment advisory services to 772 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104708
SEC#	801-34937
Assets Managed by Firm	$582,694,631
No. of Clients	772
No. of Advisors	5

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	772	$582,694,631
Individuals (other than high net worth individuals)	59	$32,931,212
High net worth individuals	157	$546,248,877
Charitable organizations	Fewer than 5 clients	$3,514,542

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