Clifford Swan Investment Counselors
Clifford Swan Investment Counselors (CRD# 108033) is a financial advisory firm headquartered in Pasadena, CA. They manage $3,848,216,402 in 2,531 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management3,848MILLION
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Total Number of Accounts2,531ACCOUNTS
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Average Account Value$1,520,433
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, CA, CO, FL, ID, LA, MA, NC, NH, NM, NV, NY, OR, TX, UT, WA
Peter Boyle (CRD# 2282726) is an Investment Advisor Representative working at Clifford Swan Investment Counselors in Pasadena, CA and has over 28 years of experience in the finance industry.
Kevin Cavanaugh (CRD# 5924323) is an Investment Advisor Representative working at Clifford Swan Investment Counselors in Pasadena, CA and has over 9 years of experience in the finance industry.
Roger Gewecke (CRD# 1081009) is an Investment Advisor Representative working at Clifford Swan Investment Counselors in Pasadena, CA and has 1 year of experience in the finance industry.
Kathleen Gilmore (CRD# 4576093) is an Investment Advisor Representative working at Clifford Swan Investment Counselors in Pasadena, CA and has over 21 years of experience in the finance industry.
George Hasbun (CRD# 4366287) is an Investment Advisor Representative working at Clifford Swan Investment Counselors in Pasadena, CA and has over 23 years of experience in the finance industry.
Anil Kapoor (CRD# 5534374) is an Investment Advisor Representative working at Clifford Swan Investment Counselors in Pasadena, CA and has over 23 years of experience in the finance industry.
David Lin (CRD# 6783142) is an Investment Advisor Representative working at Clifford Swan Investment Counselors in Pasadena, CA and has 1 year of experience in the finance industry.
Maxwell Pray (CRD# 2733434) is an Investment Advisor Representative working at Clifford Swan Investment Counselors in Pasadena, CA and has 1 year of experience in the finance industry.
Carlota Venegas (CRD# 4781677) is an Investment Advisor Representative working at Clifford Swan Investment Counselors in Pasadena, CA and has over 10 years of experience in the finance industry.
Lloyd Wong (CRD# 3146807) is an Investment Advisor Representative working at Clifford Swan Investment Counselors in Pasadena, CA and has 1 year of experience in the finance industry.