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CLIFFORD SWAN INVESTMENT COUNSELORS
CLIFFORD SWAN INVESTMENT COUNSEL LLC
CRD 108033 · SEC 801-56675
177 E. COLORADO BLVD, STE 550, PASADENA, CA, 91105-1965, United States
Phone
626-792-2228
Fax
626-792-2670
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.48B
Discretionary AUM
$3.93B
Team
40 total employees; 17 advisory reps; 6 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 296 | $112.9M |
| High net worth individuals | 588 | $3.66B |
| Charitable organizations | 62 | $533.1M |
| Corporations/business entities | 24 | $177.0M |
States served
AZ, CA, CO, ID, LA, MA, NV, NM, NY, NC, OR, PA, UT, WA, TX, NH, HI, FL
All web addresses on file
Official SEC filing: View on IAPD