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).
-
Total Assets Under Management801MILLION
-
Total Number of Accounts2,282ACCOUNTS
-
Average Account Value$350,836
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, ID, IL, LA, NC, NE, NM, NV, NY, OK, OR, SC, TN, TX, UT, VA, WA
David Neff (CRD# 2317428) is an Investment Advisor Representative working at Clg LLC in Cerritos, CA and has over 27 years of experience in the finance industry.
Kimberley Neff (CRD# 2972641) is an Investment Advisor Representative working at Clg LLC in Agora Hills, CA and has over 26 years of experience in the finance industry.
Erin Powis (CRD# 4260250) is an Investment Advisor Representative working at Clg LLC in Ukiah, CA and has over 23 years of experience in the finance industry.
Jeffrey Shaw (CRD# 4606842) is an Investment Advisor Representative working at Clg LLC in Long Beach, CA and has over 21 years of experience in the finance industry.
Dennis Smith (CRD# 6000417) is an Investment Advisor Representative working at Clg LLC in Long Beach, CA and has over 9 years of experience in the finance industry.
Robert Sowder (CRD# 2762763) is an Investment Advisor Representative working at Clg LLC in Long Beach, CA and has over 27 years of experience in the finance industry.
Robert Koerner (CRD# 1715113) is an Investment Advisor Representative working at Clg LLC in Long Beach, CA and has over 33 years of experience in the finance industry.