Cliftonlarsonallen Wealth Advisors is an investment advisor in Minneapolis with $6.95 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Larsonallen Financial, LLC
SEC CIK
IRS number
411803291
SEC advisor number
801-57242
FINRA CRD number
38357
AUM ?
$7.98 bn
(as of 29 Mar 24)
Accounts
19,942
(as of 29 Mar 24)
Employees
153
(95 investment advisory or research)
Address
Cliftonlarsonallen Wealth Advisors
220 S. SIXTH STREET
SUITE 300
MINNEAPOLIS
MN 55402-4505
220 S. SIXTH STREET
SUITE 300
MINNEAPOLIS
MN 55402-4505
Phone
612-397-3036
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Jul 24
13F-HR
Quarterly holdings report by institutional manager
2 May 24
13F-HR
Quarterly holdings report by institutional manager
16 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
12 Apr 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
12 Oct 22
13F-HR
Quarterly holdings report by institutional manager
8 Jul 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22