Clifford SWAN Investment Counsel LLC
Legal Name: CLIFFORD SWAN INVESTMENT COUNSEL LLC
Full Contact Details
Other Info
Clifford SWAN Investment Counsel LLC is legally known as CLIFFORD SWAN INVESTMENT COUNSEL LLC. It is a CA Limited Liability Company. This firm has 28 employees, of which 12 are employees in advisory roles. It serves 1 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jul 27, 1999.
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
- Kondo Wealth Advisors Inc
- SFG Retirement PLAN Consulting LLC
- Osher van DE Voorde Investment Management
- Western International Securities Inc
- Primecap Management Co
- Wespac Advisors Socal LLC
- HBA Advisors LLC
- Newbury Capital Management LLC
- Guinness Atkinson Asset Management Inc
- First Wilshire Securities Management Inc
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