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).

Current Firm Details
177 E. Colorado Blvd, Ste 550, Pasadena, CA 91105
https://www.linkedin.com/company/clifford-swan-investment-counsel
By the Numbers
  • Total Assets Under Management
    3,848
    MILLION
  • Total Number of Accounts
    2,531
    ACCOUNTS
  • Average Account Value
    $1,520,433
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, LA, MA, NC, NH, NM, NV, NY, OR, TX, UT, WA

Financial Advisors at Clifford Swan Investment Counselors
Showing 11 - 12 of 12 top financial advisors.
11
Randall Zaharia, financial advisor Pasadena CA
Randall L. Zaharia
CRD#: 4565341
177 E. Colorado Blvd.,, Suite 550, Pasadena, CA 91105

Randall Zaharia (CRD# 4565341) is an Investment Advisor Representative working at Clifford Swan Investment Counselors in Pasadena, CA and has 1 year of experience in the finance industry.

12
Murcy Huang, financial advisor Pasadena CA
Murcy Y. Huang
CRD#: 7671725
177 E. Colorado Blvd, Ste 550, Pasadena, CA 91105

Murcy Huang (CRD# 7671725) is an Investment Advisor Representative working at Clifford Swan Investment Counselors in Pasadena, CA and has 1 year of experience in the finance industry.

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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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