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CLUTTERBUCK CAPITAL MANAGEMENT LLC
50 Public Square
Suite 4100
Cleveland, Ohio 44113-2202
Tel: 216-539-1181
About CLUTTERBUCK CAPITAL MANAGEMENT LLC
CLUTTERBUCK CAPITAL MANAGEMENT LLC, formally registered with the SEC as CLUTTERBUCK CAPITAL MANAGEMENT LLC. The firm was established in 04/17/2006. They have over 1 offices throughout the country.
CLUTTERBUCK CAPITAL MANAGEMENT LLC is a Cleveland, Ohio based Financial Planning firm with nearly $221,434,761 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 140082 |
| SEC# | 801-66522 |
| Assets Managed by Firm | $221,434,761 |
| No. of Clients | 8 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (A PERCENTAGE OF ASSETS INVESTED)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8 | $221,434,761 |
| High net worth individuals | 29 | $22,574,586 |
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