The CLIFTONLARSONALLEN WEALTH ADVISORS, LLC is a privately held investment adviser that advises $14.43Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CLIFTONLARSONALLEN WEALTH ADVISORS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 165.84% over the last 5-years.
The Group has been registered with the SEC for 26.45 years and is comprised of 1 filing and 0 relying advisers. They operate out of 26 office locations with their Headquarters at 220 SOUTH 6TH STREET SUITE 300, MINNEAPOLIS, MINNESOTA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 158 employees comprised of 81 investment and 77 non-investment staff. The total number of Employees increased by 39.82% over the last 5-years.
Their $14.43Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 804 other accounts. Assets of High Net Worth Individuals clients own $10.13Bn or 70.22% of Total Assets and Pension and Profit Sharing Plans-Private own $1.93Bn or 13.4% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.