Overview
Assets Under Management: $147 million
Headquarters: MADISON, WI
High-Net-Worth Clients: 98
Average Client Assets: $0.9 million
Frequently Asked Questions
CLF ASSET MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #284060), CLF ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
CLF ASSET MANAGEMENT, INC. is headquartered in MADISON, WI.
CLF ASSET MANAGEMENT, INC. serves 98 high-net-worth clients according to their SEC filing dated March 02, 2026. View client details ↓
According to their SEC Form ADV, CLF ASSET MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
CLF ASSET MANAGEMENT, INC. manages $147 million in client assets according to their SEC filing dated March 02, 2026.
According to their SEC Form ADV, CLF ASSET MANAGEMENT, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.19%
Average Client Assets: $0.9 million
Total Client Accounts: 1,160
Discretionary Accounts: 1,019
Non-Discretionary Accounts: 141
Regulatory Filings
CRD Number: 284060
Filing ID: 2055184
Last Filing Date: 2026-03-02 07:13:09