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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-1989
- Office Locations
- 2
Office Locations
About Clelland & Company INC
Clelland & Company, Inc. is an independent RIA (est. 1989) headquartered in La Jolla, CA, providing investment consulting and discretionary investment management to a select retail and institutional client base across the western U.S. The firm emphasizes long-term, strategically implemented investment plans and seeks high-quality opportunities, with custody support including Charles Schwab and SEI.
Team overview
Insights
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MATTHEW DAVID MEDEIROS
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2946332
- Ownership
- 10% but less than 25%
HANNAH CHRISTINE O'LOUGHLIN
Chief Financial Officer, Vice President
- CRD
- #4281239
- Ownership
- 5% but less than 10%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $395,127,824 | $1,246,460 |
| Non-Discretionary | $70,548,223 | $8,818,528 |
| Total | $465,676,047 | $1,432,849 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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