Clf Asset Management, Inc.

Clf Asset Management, Inc. (CRD# 284060) is a financial advisory firm headquartered in Madison, WI. They manage $88,981,483 in 728 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
999 Fourier Drive, Suite 301, Madison, WI 53717
http://www.clfasset.com
By the Numbers
  • Total Assets Under Management
    89
    MILLION
  • Total Number of Accounts
    728
    ACCOUNTS
  • Average Account Value
    $122,227
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
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, WI

Financial Advisors at Clf Asset Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Daniel Determan, financial advisor Madison WI
Daniel J. Determan
CRD#: 4908528
999 Fourier Drive, Suite 301, Madison, WI 53717

Daniel Determan (CRD# 4908528) is an Investment Advisor Representative working at Clf Asset Management, Inc. in Madison, WI and has over 19 years of experience in the finance industry.

2
Simon Liegel, financial advisor Madison WI
Simon M. Liegel
CRD#: 5382538
999 Fourier Drive, Suite 301, Madison, WI 53717

Simon Liegel (CRD# 5382538) is an Investment Advisor Representative working at Clf Asset Management, Inc. in Madison, WI and has over 16 years of experience in the finance industry.

3
Michael Vaubel, financial advisor Madison WI
Michael D. Vaubel
CRD#: 6559106
999 Fourier Drive, Suite 301, Madison, WI 53717

Michael Vaubel (CRD# 6559106) is an Investment Advisor Representative working at Clf Asset Management, Inc. in Madison, WI and has over 6 years of experience in the finance industry.

4
Jacob Soener, financial advisor Madison WI
Jacob C. Soener
CRD#: 7046873
999 Fourier Drive, Suite 301, Madison, WI 53717

Jacob Soener (CRD# 7046873) is an Investment Advisor Representative working at Clf Asset Management, Inc. in Madison, WI and has over 4 years of experience in the finance industry.

5
Michael Zugan, financial advisor Madison WI
Michael R. Zugan
CRD#: 7647528
999 Fourier Drive, Suite 301, Madison, WI 53717

Michael Zugan (CRD# 7647528) is an Investment Advisor Representative working at Clf Asset Management, Inc. in Madison, WI and has 1 year 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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