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CLUTINGER WILLIAMS & VERHOYE INC
CRD 111082 · SEC 801-5935
6398 DEL CERRO BLVD, STE 3, SAN DIEGO, CA, 92120-4761, United States
Phone
619-326-0900
Fax
619-326-0921
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$163.1M
Discretionary AUM
$152.6M
Team
2 total employees; 2 advisory reps; 100 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2025-09-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 46 | $55.0M |
| High net worth individuals | 44 | $89.4M |
| Pension/profit sharing plans | 2 | $3.4M |
| Charitable organizations | 8 | $15.3M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD