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CLF Asset Management, Inc.

CLF Asset Management, Inc.. CRD 284060

CLF Asset Management, Inc. logo

CRD: 284060

CLF Asset Management, Inc.

Madison, WI, 53717
8885053956
www.clfasset.com
$146.9M Total AUM
$124.7M Disc. AUM
-- 3Y CAGR
5 Employees
401 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Betterment · Charles Schwab & Company · Equity Trust
Clients
Retail and Institutional
Platforms
ElementMatrix +more
Established Date
06-27-2016
Office Locations
1

Office Locations

999 Fourier Drive Suite 301 Madison WI

About CLF Asset Management, Inc.

CLF Asset Management is an independent Madison, WI RIA providing holistic financial planning and discretionary investment management. The team builds and monitors customized portfolios aligned to each client’s goals, risk tolerance, time horizon, and tax situation, incorporating views on inflation/deflation, valuations, and investment style with ongoing rebalancing. Serves retail and institutional clients, including business owners/entrepreneurs, with custody relationships including Schwab.

Team overview

27 AVG AGE
$29.4M AVG AUM / ADVISOR
$366.3K AVG AUM / CLIENT
7.8 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Frontier wave Eagle Ember zenith Summit peak Fusion Meridian Eagle matrix

Client Personas

Pioneer Wave

Custodian

Focus summit Quantum ridge Zenith Momentum meridian Capital crest Glacier delta Unison

Fund Managers

Glacier focus

Investment Themes

Peak Timber Prime

Investment Vehicles

Zenith

Platform

Meridian frontier

Services

Insight Eagle Fusion Eagle value Quantum radial Quantum foundation Ridge fusion Vital Quantum Signal pioneer Catalyst Ridge

Technology

Value Legacy pioneer Frontier unison

Owner & Executives

D

DANIEL JOHN DETERMAN

Chief Financial Officer, Partner

CRD
#4908528
Ownership
50% but less than 75%
(263) 293-4579
ember.vector@timbercapital.com
in linkedin.com/in/timber-pioneer
S

SIMON M LIEGEL

Chief Compliance Officer

CRD
#5382538
Ownership
50% but less than 75%
(370) 847-8457
meridian.optima@momentumcapital.com
in linkedin.com/in/vector-zenith

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Contacts

Jacob Charles Soener

Jacob Charles Soener

Associate

CRD
#7046873
(268) 783-9266
beacon.eagle@unisoncapital.com
in linkedin.com/in/ember-quantum
MICHAEL DONALD VAUBEL

MICHAEL DONALD VAUBEL

Certified Financial Planner

CRD
#6559106
(500) 941-4551
ember.legacy@zenithcapital.com
in linkedin.com/in/value-pioneer
A

Alpha crest

Focus horizon

CRD
#38647
(831) 955-5911
prime.insight@deltacapital.com
in linkedin.com/in/bridge-zenith

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-26-2024
02-26-2025
03-02-2026
Category Assets AVG. Account size
Discretionary $124,730,481 $122,405
Non-Discretionary $22,154,488 $157,124
Total $146,884,969 $126,625

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Separately Managed Accounts

Total SMA Asset: $146,884,969

$146.9M Total SMA
Public Funds:
23.4%
Equity - Exchange:
11.8%
Private Funds:
49.2%
Cash:
15.6%
Asset class Assets Assets %
Public Funds $636,436,184 23.4%
Equity - Exchange $320,937,905 11.8%
Private Funds $1,338,147,874 49.2%
Cash $424,290,789 15.6%
Total $2,719,812,752 100.0%

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