CLIFTONLARSONALLEN Overview
Cliftonlarsonallen Wealth Advisors Llc is an investment advisor that manages 2.3 BN dollars in regulatory AUM and has 71 employees, of which 53 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 09/30/20. The fund's latest filing disclosed 2BN in positions, representing 76% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 09/30/20. The fund's latest filing disclosed 2BN in positions, representing 76% of the manager's regulatory AUM.
CLIFTONLARSONALLEN StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CLIFTONLARSONALLEN Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MUB | 6.32% | ETF | 1.69% | -0.22% | 1 | 3% | ||
| AGG | 6.08% | ETF | -0.07% | -0.27% | 0 | 7% | ||
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FEATURED IN
CLIFTONLARSONALLEN Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Antony Reed Hallada | Chief Executive Officer | November-2001 |
| Randall Lee Wetherille | Chief Compliance Officer | July-2011 |
| Matthew Brent Johnson | Chief Financial Officer | March-2013 |
CLIFTONLARSONALLEN Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CLIFTONLARSONALLEN Investment Strategy
CLIFTONLARSONALLEN Portfolio Concentration
CLIFTONLARSONALLEN Location
220 SOUTH 6TH STREET
SUITE 300
MINNEAPOLIS, Minnesota
UNITED STATES, 55402-1418
SUITE 300
MINNEAPOLIS, Minnesota
UNITED STATES, 55402-1418
CLIFTONLARSONALLEN Contact Information
Phone Number: 612-376-4777
Fax Number: 612-376-4690
Website: http://www.claconnect.com
Fax Number: 612-376-4690
Website: http://www.claconnect.com
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