CLF ASSET MANAGEMENT, INC.
CLF Asset Management, Inc. is a financial advisory firm that specializes in providing comprehensive wealth management services to its clients. With a team of experienced professionals and a track record of success, CLF Asset Management prides itself on its ability to guide clients towards achieving their financial goals.
How does the advisor help clients – Key Takeaways:
CLF Asset Management offers a range of services to help clients manage and grow their wealth. These include financial planning, investment management, tax planning, retirement planning, and estate planning. By taking a holistic approach to financial management, CLF Asset Management can provide clients with a comprehensive and personalized strategy that takes into account their unique financial situation and goals.
Facts and Insights
CLF Asset Management has been in business since 2005, and in that time, the firm has built a reputation for providing sound financial advice and personalized service to its clients. The firm is headquartered in New York City and serves clients across the United States.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 15 | $500 million |
| 2008 | 20 | $800 million |
| 2012 | 25 | $1 billion |
| 2016 | 35 | $2 billion |
Financial Services Offered
As a full-service financial advisory firm, CLF Asset Management offers a wide range of financial services to help clients achieve their goals. These include:
- Financial planning
- Investment management
- Tax planning
- Retirement planning
- Estate planning
- Insurance planning
By offering a comprehensive suite of services, CLF Asset Management can assist clients with all aspects of their financial life, providing a complete and seamless experience.
Client Types
CLF Asset Management works with a diverse range of clients, including high net-worth individuals, families, and businesses. The firm’s services are tailored to meet the specific needs of each client, regardless of their financial situation or goals.
Fees & Compensation
CLF Asset Management charges a fee for their services, which is based on a percentage of assets under management or an hourly fee. This fee structure is transparent and aligns the firm’s interests with those of its clients. The firm does not receive any commissions or third-party payments, ensuring that their advice is always unbiased and in the best interest of their clients.
Background
The team at CLF Asset Management is made up of highly experienced financial advisors, many of whom have advanced degrees and professional certifications. The firm’s advisors bring a wealth of knowledge and expertise to the table, making them well-equipped to handle the complex and ever-changing world of finance.
Financial Advisor Disclosures to Know
Registered Investment Advisor
CLF Asset Management is a registered investment advisor, meaning that it is regulated by the Securities and Exchange Commission (SEC). This ensures that the firm operates with the highest level of transparency and accountability, providing clients with peace of mind that their investments are in safe hands.
Fiduciary Standard
As a registered investment advisor, CLF Asset Management is held to a fiduciary standard, which means they are legally obligated to act in the best interest of their clients at all times. This standard of care is above and beyond the suitability requirement that is applied to broker-dealers, making CLF Asset Management a trustworthy and reliable partner for clients.
Overall, CLF Asset Management, Inc. is a highly reputable and trusted financial advisory firm that has a proven track record of helping clients achieve their financial goals. With a comprehensive range of services, experienced advisors, and a commitment to acting in their clients’ best interest, CL