Clipper Advisor LLC
Clipper Advisor LLC (CRD# 283513) is a financial advisory firm headquartered in , . They manage $4,228,000 in 14 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Clipper Advisor LLC
By the Numbers
-
Total Assets Under Management4MILLION
-
Total Number of Accounts14ACCOUNTS
-
Average Account Value$302,000
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT
Financial Advisors at Clipper Advisor LLC
1
Zhen Liu (CRD# 2618350) is an Investment Advisor Representative working at Clipper Advisor LLC in Greenwich, CT and has over 28 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.