CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

1100 Superior Ave East
Suite 700
Cleveland, Ohio 44114
Tel: 216-621-1090

About CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

CLEARSTEAD; HARTLAND & CO, LLC; CLEARSTEAD ADVISORY SOLUTIONS, formally registered with the SEC as CLEARSTEAD; HARTLAND & CO, LLC; CLEARSTEAD ADVISORY SOLUTIONS. The firm was established in 12/29/1988. They have over 10 offices throughout the country.

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS is a Cleveland, Ohio based Financial Planning firm with nearly $22,368,771,314 assets under management, offering retirement planning & investment advisory services to 11645 clients. The firm is staffed with 190 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105674
SEC#	801-33554
Assets Managed by Firm	$22,368,771,314
No. of Clients	11645
No. of Advisors	190

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT OR FLAT FEE)

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
Publication of periodicals and newsletters
Other (INVESTMENT CONSULTING FOR 401(K), FOUNDATION & HEALTHCARE CLIENTS; INVESTMENT RESEARCH AND DUE DILIGENCE; TRUST ADMINISTRATION)

Firm Client Information

	No. of Clients	AUM
Firm Total	11645	$22,368,771,314
Individuals (other than high net worth individuals)	2011	$761,087,615
High net worth individuals	1683	$11,345,733,120
Pension and profit sharing plans	30	$1,688,678,197
Corporations or other businesses	421	$8,549,267,840

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