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 09/30/16. The fund's latest filing disclosed 820MM in positions, representing 36% of the manager's regulatory AUM.

CLIFTONLARSONALLEN StockAlpha

-3.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CLIFTONLARSONALLEN Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AGG 8.71% ETF -3.54% -0.43% 0 3%
MUB 8.58% ETF -3.76% -0.44% 1 3%
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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

CLIFTONLARSONALLEN Contact Information

Phone Number: 612-376-4777
Fax Number: 612-376-4690
Website:

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