Clutinger Williams & Verhoye Inc.

Clutinger Williams & Verhoye Inc. (CRD# 111082) is a financial advisory firm headquartered in San Diego, CA. They manage $127,242,058 in 376 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    376
    ACCOUNTS
  • Average Account Value
    $338,410
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

CA, CO

Financial Advisors at Clutinger Williams & Verhoye Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Scott B. Williams
CRD#: 2093970
6398 Del Cerro Blvd, Suite 3, San Diego, CA 92120
96
Wealthminder
score

Scott Williams (CRD# 2093970) is an Investment Advisor Representative working at Clutinger Williams & Verhoye Inc. in San Diego, CA and has over 27 years of experience in the finance industry. Scott Williams 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
Thomas H. Clutinger
CRD#: 4393452
6398 Del Cerro Blvd, Suite 3, San Diego, CA 92120
87
Wealthminder
score

Thomas Clutinger (CRD# 4393452) is an Investment Advisor Representative working at Clutinger Williams & Verhoye Inc. in San Diego, CA and has 1 year of experience in the finance industry.

3
Kent E. Stone
CRD#: 1704210
6398 Del Cerro Blvd, Ste 3, San Diego, CA 92120
87
Wealthminder
score

Kent Stone (CRD# 1704210) is an Investment Advisor Representative working at Clutinger Williams & Verhoye Inc. in San Diego, CA and has 1 year of experience in the finance industry.

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