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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Ember vector
- Established Date
- 09-29-2016
- Office Locations
- 7
Office Locations
About CLG LLC
CLG LLC is a Long Beach, CA–based wealth management and financial planning firm focused on long-term, personalized guidance for families navigating life transitions, including business owners. Services include portfolio construction and asset management alongside insurance and legacy planning, implemented primarily with public funds and ETFs. Operates in both retail and institutional channels, with Fidelity/NFS as a primary custodian.
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Owner & Executives
ELIZABETH Cartwright CARR
Buyer, Chief Compliance Officer
- CRD
- #1830205
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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ALICE CLARA-MAE AMICK
Wealth Manager
- CRD
- #4598378
Melissa Andrizzi-Sobel
Investment Advisor Representative
- CRD
- #7691995
Bridge horizon
Atlas vector crest
- CRD
- #43056
Showing 2 of 23 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,103,755,772 | $404,603 |
| Non-Discretionary | $19,925,425 | $463,382 |
| Total | $1,123,681,197 | $405,515 |
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Separately Managed Accounts
Total SMA Asset: $1,123,681,197
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $23,818,020 | 4.2% |
| Equity - Exchange | $54,441,188 | 9.6% |
| Cash | $52,739,901 | 9.3% |
| Corporate - Investment Grade | $96,406,271 | 17.0% |
| Derivatives | $55,575,380 | 9.8% |
| Equity - OTC | $97,540,462 | 17.2% |
| Municipal Bonds | $90,168,218 | 15.9% |
| Other | $96,406,270 | 17.0% |
| Total | $567,095,710 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE VITAL FUSION | TIMBER GLACIER | PFJS8ILNM | OBPJN | 11.22% | $17,858,550 |
| SUMMIT WAVE | UNISON EMBER | 5NRJWPGYC | YIKW | 9.46% | $67,502,067 |
| INSIGHT FOUNDATION INSIGHT | ALPHA SIGNAL | 6PKISFVFB | FVRIC | 4.21% | $79,181,180 |
| UNISON FRONTIER PATHWAY | ATLAS ALPHA | B4C8N4X18 | UYME | 8.72% | $100,047,884 |
| MERIDIAN WAVE | HORIZON MOMENTUM | MQ4W3OQVX | UNMGE | 5.83% | $81,907,516 |
| SUMMIT WAVE | BRIDGE MERIDIAN | PVHJ28EGJ | XBGBA | 9.24% | $10,834,238 |
| ZENITH MATRIX ALPHA | UNISON VITAL | IZLNXFBBK | VDOG | 6.36% | $13,916,449 |
| PRIME VERTEX HARBOR | PRIME INSIGHT | BZ942VUSO | RAJ | 6.72% | $60,666,356 |