$3.8M Total AUM
$3.8M Disc. AUM
-- 3Y CAGR
0 Employees
105 ADV. Clients
21 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2004
- Office Locations
- 1
Office Locations
734 Main Street Ste. 105 Grand Junction CO
About CLC Capital Management
CLC Capital Management is a Grand Junction, CO-based retail advisory firm (est. 2004) providing financial planning and investment management, including retirement, tax, and estate planning and insurance support. Portfolios emphasize asset allocation using ETFs and fixed income; the firm also notes a relationship with the SEI platform.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$35.7K AVG AUM / CLIENT
21.9 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
21yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
Charles Lee Clark JR
Managing Member, Owner
- CRD
- #2538357
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,750,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,750,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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