Clune & Associates

Clune & Associates (CRD# 104708) is a financial advisory firm headquartered in Chicago, IL. They manage $266,367,785 in 551 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    266
    MILLION
  • Total Number of Accounts
    551
    ACCOUNTS
  • Average Account Value
    $483,426
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, IL, NY

Financial Advisors at Clune & Associates
Showing 1 - 2 of 2 top financial advisors.
1
Eileen S. Clune
CRD#: 1067388
444 North Michigan Ave, Suite 3450, Chicago, IL 60611
96
Wealthminder
score

Eileen Clune (CRD# 1067388) is an Investment Advisor Representative working at Clune & Associates in Chicago, IL and has over 30 years of experience in the finance industry. Eileen Clune has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Randolph C. Hardy
CRD#: 4736108
444 N Michigan Avenue Ste 3450, Chicago, IL 60611
96
Wealthminder
score

Randolph Hardy (CRD# 4736108) is an Investment Advisor Representative working at Clune & Associates in Chicago, IL and has over 14 years of experience in the finance industry.

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