Cliftonlarsonallen Wealth Advisors LLC
Nom légal: CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Coordonnées complètes
Cliftonlarsonallen Wealth Advisors LLC
220 SOUTH 6TH STREET, SUITE 300, MINNEAPOLIS, MN
612-376-4777
612-376-4690
Autre info
Cliftonlarsonallen Wealth Advisors, LLC est une société à responsabilité limitée basée dans le Minnesota, qui emploie 104 personnes, dont 83 occupent des postes consultatifs. La société fournit ses services à 647 clients et a été approuvée par la Securities and Exchange Commission des États-Unis, avec une date d'enregistrement du 23 février 2000.
CLA (CliftonLarsonAllen)
CLA is a professional services firm delivering integrated wealth advisory, digital, audit, tax, outsourcing, and consulting services. Learn more about CLA.
Propriétaires directs
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BRIAN JACOB BUFFIE
CHIEF COMPLIANCE OFFICER possède Moins de 5%
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BRUCE GERALD BUSHMAN
CHIEF EXECUTIVE OFFICER possède Moins de 5%
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CLIFTONLARSONALLEN LLP
SOLE MEMBER possède 75% ou plus
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JOHN ROBERT UROSEVICH
CHIEF OPERATING OFFICER possède Moins de 5%
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MATTHEW BRENT JOHNSON
CHIEF FINANCIAL OFFICER possède Moins de 5%
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Nouvelles
- Cliftonlarsonallen Wealth Advisors, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Cliftonlarsonallen Wealth Advisors, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Cliftonlarsonallen Wealth Advisors, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
- The Shifts and Trends in Wealth: A Look into Cliftonlarsonallen Wealth Advisors' Q4 2022 vs. Q1 2023 13F Holdings Comparison