CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

220 South 6th Street
Suite 300
Minneapolis, Minnesota 55402-1418
Tel: 612-376-4777

About CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC, formally registered with the SEC as CLIFTONLARSONALLEN WEALTH ADVISORS, LLC. The firm was established in 02/23/2000. They have over 38 offices throughout the country.

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC is a Minneapolis, Minnesota based Financial Planning firm with nearly $7,977,801,363 assets under management, offering retirement planning & investment advisory services to 19942 clients. The firm is staffed with 153 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	38357
SEC#	801-57242
Assets Managed by Firm	$7,977,801,363
No. of Clients	19942
No. of Advisors	153

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
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	19942	$7,977,801,363
Individuals (other than high net worth individuals)	4132	$1,198,780,510
High net worth individuals	1733	$5,871,630,536
Pension and profit sharing plans	145	$135,450,435
Charitable organizations	72	$166,207,142
Corporations or other businesses	208	$605,732,740

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GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
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