Clelland & Company Inc
Clelland & Company Inc is an SEC-registered ria in San Diego, CA with $465.7M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Clelland & Company Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105406, SEC 801-34425, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $465.7M (2026-03-23)
- Firm type
- Ria
- Location
- San Diego, CA
- Employees
- 3
- Clients
- 109
- CRD
- 105406
- Ownership
- CLELLAND, REBECCA, ANN; METCALF, ROBERT, JACK; MEDEIROS, MATTHEW, DAVID; OLOUHLIN, HANNAH, C; OLOUGHLIN, HANNAH, CHRISTINE
How much AUM does Clelland & Company Inc have?
Clelland & Company Inc reported $465.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Clelland & Company Inc?
Disclosed owners and executives of Clelland & Company Inc include CLELLAND, REBECCA, ANN, METCALF, ROBERT, JACK, MEDEIROS, MATTHEW, DAVID, OLOUHLIN, HANNAH, C, OLOUGHLIN, HANNAH, CHRISTINE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.