Clg LLC

Clg LLC (CRD# 282605) is a financial advisory firm headquartered in Long Beach, CA. They manage $800,607,631 in 2,282 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    801
    MILLION
  • Total Number of Accounts
    2,282
    ACCOUNTS
  • Average Account Value
    $350,836
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
  • 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.

AZ, CA, CO, FL, ID, IL, LA, NC, NE, NM, NV, NY, OK, OR, SC, TN, TX, UT, VA, WA

Financial Advisors at Clg LLC
Showing 1 - 10 of 27 top financial advisors.
1
Alice C. Amick
CRD#: 4598378
Whittier, CA

Alice Amick (CRD# 4598378) is an Investment Advisor Representative working at Clg LLC in Whittier, CA and has over 11 years of experience in the finance industry.

2
Eric V. Anspach
CRD#: 5911292
25109 Jefferson Ave, Suite 325, Murrieta, CA 92562

Eric Anspach (CRD# 5911292) is an Investment Advisor Representative working at Clg LLC in Murrieta, CA and has over 12 years of experience in the finance industry.

3
Jon W. Bemis
CRD#: 3268270
4821 E 2nd Street, Long Beach, CA 90803

Jon Bemis (CRD# 3268270) is an Investment Advisor Representative working at Clg LLC in Long Beach, CA and has over 24 years of experience in the finance industry.

4
Michael L. Bishop
CRD#: 1352714
25109 Jefferson Ave, Suite 325, Murrietta, CA 92562

Michael Bishop (CRD# 1352714) is an Investment Advisor Representative working at Clg LLC in Murrietta, CA and has over 28 years of experience in the finance industry.

5
David L. Blasi
CRD#: 4540642
5030 E. 2nd Street, Suite 204, Long Beach, CA 90803

David Blasi (CRD# 4540642) is an Investment Advisor Representative working at Clg LLC in Long Beach, CA and has over 21 years of experience in the finance industry.

6
Connor C. Campbell
CRD#: 6660725
4821 E 2nd Street, Long Beach, CA 90803

Connor Campbell (CRD# 6660725) is an Investment Advisor Representative working at Clg LLC in Long Beach, CA and has over 7 years of experience in the finance industry.

7
Elizabeth C. Carr
CRD#: 1830205
4821 E 2nd Street, Long Beach, CA 90803

Elizabeth Carr (CRD# 1830205) is an Investment Advisor Representative working at Clg LLC in Long Beach, CA and has over 29 years of experience in the finance industry.

8
Janice G. Cartwright
CRD#: 842616
4821 E 2nd Street, Long Beach, CA 90803

Janice Cartwright (CRD# 842616) is an Investment Advisor Representative working at Clg LLC in Long Beach, CA and has over 38 years of experience in the finance industry.

9
John D. Cartwright
CRD#: 42283
4821 E 2nd Street, Long Beach, CA 90803

John Cartwright (CRD# 42283) is an Investment Advisor Representative working at Clg LLC in Long Beach, CA and has over 29 years of experience in the finance industry.

10
Sara Jane Davis-Bettge
CRD#: 1191912
4821 E 2nd Street, Long Beach, CA 90803

Sara Jane Davis-Bettge (CRD# 1191912) is an Investment Advisor Representative working at Clg LLC in Long Beach, CA and has over 30 years of experience in the finance industry.

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