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CLF ASSET MANAGEMENT, INC.
CRD 284060 · SEC 801-131455
999 FOURIER DRIVE, SUITE 301, MADISON, WI, 53717, United States
Phone
8885053956
Fax
888-514-4196
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$146.9M
Discretionary AUM
$124.7M
Team
5 total employees; 5 advisory reps; 15 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingADVISORY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 283 | $48.1M |
| High net worth individuals | 98 | $86.9M |
| Pension/profit sharing plans | 4 | $11.9M |
| Corporations/business entities | 1 | $3K |
States served
IL, WI, TX
All web addresses on file
Official SEC filing: View on IAPD