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 12/31/18. The fund's latest filing disclosed 1BN in positions, representing 43% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 12/31/18. The fund's latest filing disclosed 1BN in positions, representing 43% of the manager's regulatory AUM.
CLIFTONLARSONALLEN StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
CLIFTONLARSONALLEN Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AGG | 7.72% | ETF | 2.23% | -0.22% | 0 | 10% | ||
| IEFA | 6.62% | ETF | 13.47% | -0% | 0 | 7% | ||
|
Unlock Positions and Returns Details |
||||||||
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
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here