Clifford SWAN Investment Counsel LLC
Legal Name: CLIFFORD SWAN INVESTMENT COUNSEL LLC
Full Contact Details
Clifford SWAN Investment Counsel LLC
177 E. COLORADO BLVD, STE 550, PASADENA, CA
626-792-2228
626-792-2670
Other Info
Clifford SWAN Investment Counsel LLC, a California Limited Liability Company, has 28 employees, with 12 of them working in advisory roles and catering to just one client. The firm's registration was approved by the U.S. Securities and Exchange Commission on July 27, 1999.
Preserve & Grow Wealth | Clifford Swan Investment Counselors
Clifford Swan Investment Counselors advises individuals, families and institutions, crafting tailored strategies for wealth preservation and growth
Direct Owners
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GRETCHEN ELIZABETH LEE
CHIEF COMPLIANCE OFFICER owns less than 5%
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JAMES ROBERT BROWN
CHIEF FINANCIAL OFFICER & SECRETARY owns less than 5%
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KATHLEEN GILMORE
MEMBER owns more than 5% but less than 10%
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KEVIN JAMES CAVANAUGH
MEMBER owns more than 5% but less than 10%
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LINDA DAVIS TAYLOR
CHAIRMAN & CEO owns more than 10% but less than 25%
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MAXWELL RAMSEY PRAY
DIRECTOR owns more than 10% but less than 25%
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PETER JAMES BOYLE
PRESIDENT & DIRECTOR owns more than 10% but less than 25%
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RANDALL LEE ZAHARIA
MEMBER owns more than 5% but less than 10%
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RICHARD HOWARD ADLER
DIRECTOR owns less than 5%
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ROGER LELAND (JR) GEWECKE
DIRECTOR owns more than 10% but less than 25%
Firms Located Nearby
Top Holdings
- Apple Inc $63,318k
- Berkshire Hathaway, Inc. $50,173k
- COSTCO WHSL CORP $47,946k
- ACCENTURE PLC IRELAND $41,960k
- Chevron Corp $32,686k
- Boeing Co/The $28,832k
- ABBOTT LABS $23,851k
- Bristol-Myers Squibb Co $23,775k
- ALPHABET INC $23,511k
- COLGATE PALMOLIVE CO $23,373k