Overview
Assets Under Management: $954 million
Headquarters: LONG BEACH, CA
High-Net-Worth Clients: 698
Average Client Assets: $1 million
Frequently Asked Questions
CLG LLC 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 #282605), CLG LLC is subject to fiduciary duty under federal law.
CLG LLC is headquartered in LONG BEACH, CA.
CLG LLC serves 698 high-net-worth clients according to their SEC filing dated December 22, 2025. View client details ↓
According to their SEC Form ADV, CLG LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CLG LLC manages $954 million in client assets according to their SEC filing dated December 22, 2025.
According to their SEC Form ADV, CLG LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 698
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.58
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,539
Discretionary Accounts: 2,485
Non-Discretionary Accounts: 54
Regulatory Filings
CRD Number: 282605
Filing ID: 2035533
Last Filing Date: 2025-12-22 19:16:41
Website: 4