CliftonLarsonAllen Wealth Advisors

EST. AUM
$14,426,640,890

CONTACTS
52

CLIENT ACCOUNTS
23,169

Firm Details

Metro area Minneapolis
CRD Number 38357
Website claconnect.com
Client types

Overview

CliftonLarsonAllen (CLA) offers a variety of industry-focused wealth advisory, outsourcing, audit, tax, and consulting services through more than 130 locations in the US. Investment services are offered through its RIA CliftonLarsonAllen Wealth Advisors, headquartered in Minneapolis. Graham Acheson focuses on public equity and are pretty much all low-cost mf's/etf's. They are very active in alternatives and tend to gravitate towards more niche strategies vs. larger brand names. Their process is simple, they will conduct searches for a specific asset class and look for best in class.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

CliftonLarsonAllen Wealth Advisors

Platform Details

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