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CLELLAND & COMPANY INC
CLELLAND & CO INC
CRD 105406 · SEC 801-34425
5151 SHOREHAM PLACE, SUITE 130, SAN DIEGO, CA, 92122, United States
Phone
858-587-8700
Fax
858-587-8787
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$465.7M
Discretionary AUM
$395.1M
Team
3 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 70 | $41.2M |
| High net worth individuals | 25 | $180.1M |
| Charitable organizations | 5 | $156.3M |
States served
CA, CO, OR
All web addresses on file
Official SEC filing: View on IAPD