CLF ASSET MANAGEMENT, INC.
  • CLF ASSET MANAGEMENT, INC.
  • CLF ASSET MANAGEMENT INC.

Adviser Profile

As of Date 03/02/2026
Registration SEC, Approved, 12/06/2024
Other registrations (4)
Former registrations

CLF ASSET MANAGEMENT, INC.

ADV Location MADISON, WI, United States
Contact Info 888 xxxxxxx
Websites
AUM* 146,884,969 39%
of that, discretionary 124,730,481 42%
Number of Employees 5
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 126,625 11%
% High Net Worth 25.39% 47%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

125M 107M 89M 71M 53M 36M 18M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees