Overview
Assets Under Management: $163 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 44
Average Client Assets: $2.0 million
Frequently Asked Questions
CLUTINGER WILLIAMS & VERHOYE 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 #111082), CLUTINGER WILLIAMS & VERHOYE INC is subject to fiduciary duty under federal law.
CLUTINGER WILLIAMS & VERHOYE INC is headquartered in SAN DIEGO, CA.
CLUTINGER WILLIAMS & VERHOYE INC serves 44 high-net-worth clients according to their SEC filing dated September 19, 2025. View client details ↓
According to their SEC Form ADV, CLUTINGER WILLIAMS & VERHOYE INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
CLUTINGER WILLIAMS & VERHOYE INC manages $163 million in client assets according to their SEC filing dated September 19, 2025.
According to their SEC Form ADV, CLUTINGER WILLIAMS & VERHOYE INC 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
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.79%
Average Client Assets: $2.0 million
Total Client Accounts: 255
Discretionary Accounts: 245
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 111082
Filing ID: 2016934
Last Filing Date: 2025-09-19 12:56:07