Clelland & Company Inc.

Clelland & Company Inc. (CRD# 105406) is a financial advisory firm headquartered in San Diego, CA. They manage $399,786,719 in 268 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
5151 Shoreham Place, Suite 130, San Diego, CA 92122
http://www.clelland.com
By the Numbers
  • Total Assets Under Management
    400
    MILLION
  • Total Number of Accounts
    268
    ACCOUNTS
  • Average Account Value
    $1,491,741
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
The map below shows states where this firm has explicit registration only.

CA, CO, OR

Financial Advisors at Clelland & Company Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Matthew Medeiros, financial advisor San Diego CA
Matthew D. Medeiros
CRD#: 2946332
5151 Shoreham Place, Suite 130, San Diego, CA 92122

Matthew Medeiros (CRD# 2946332) is an Investment Advisor Representative working at Clelland & Company Inc. in San Diego, CA and has over 26 years of experience in the finance industry.

2
Hannah O'loughlin, financial advisor Littleton CO
Hannah C. O'loughlin
CRD#: 4281239
Littleton, CO

Hannah O'loughlin (CRD# 4281239) is an Investment Advisor Representative working at Clelland & Company Inc. in Littleton, CO and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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