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INVESTMENT ADVISOR GROUP
CLPF LLC
CRD 312448 · SEC 801-120292
DE, United States
Phone
607-930-4338
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$81.0M
Discretionary AUM
$80.6M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; SERVICE AND CONSULTING FEES FROM REPRESENTATIVES
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 113 | $39.1M |
| High net worth individuals | 10 | $41.6M |
| Charitable organizations | 1 | $212K |
States served
DE, NJ, NY, PA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD