Clelland & Company Inc.

Clelland & Company Inc. (CRD# 105406) is a financial advisory firm headquartered in San Diego, CA. They manage $373,077,656 in 210 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    373
    MILLION
  • Total Number of Accounts
    210
    ACCOUNTS
  • Average Account Value
    $1,776,560
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, OR

Financial Advisors at Clelland & Company Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Melisa A. Grigolite
CRD#: 2383370
5151 Shoreham Place, Suite 130, San Diego, CA 92122
96
Wealthminder
score

Melisa Grigolite (CRD# 2383370) is an Investment Advisor Representative working at Clelland & Company Inc. in San Diego, CA and has over 22 years of experience in the finance industry.

2
Hannah C. O'loughlin
CRD#: 4281239
5151 Shoreham Place, Suite 130, San Diego, CA 92122
96
Wealthminder
score

Hannah O'loughlin (CRD# 4281239) is an Investment Advisor Representative working at Clelland & Company Inc. in San Diego, CA and has over 15 years of experience in the finance industry.

3
Robert B. Clelland
CRD#: 1094986
5151 Shoreham Place, Suite 130, San Diego, CA 92122
93
Wealthminder
score

Robert Clelland (CRD# 1094986) is an Investment Advisor Representative working at Clelland & Company Inc. in San Diego, CA and has over 33 years of experience in the finance industry.

4
Matthew D. Medeiros
CRD#: 2946332
5151 Shoreham Place, Suite 130, San Diego, CA 92122
93
Wealthminder
score

Matthew Medeiros (CRD# 2946332) is an Investment Advisor Representative working at Clelland & Company Inc. in San Diego, CA and has over 19 years of experience in the finance industry.

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