CRD: 143599
Clinton Investment Management, LLC
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- Custodian
- Merrill Lynch ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-27-2007
- Office Locations
- 1
Office Locations
About Clinton Investment Management, LLC
Clinton Investment Management (CIM) is an active municipal bond specialist serving individuals, financial advisors, and institutions. The firm runs tactical, credit- and duration-driven muni strategies focused on tax-free income and after-tax total return, including short, intermediate, and market-duration mandates, plus a taxable market-duration option. Several strategies carry PSN ratings; CEO/founder Andrew Clinton leads the team.
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Owner & Executives
ANDREW IRA CLINTON
Chief Executive Officer, Founder
- CRD
- #2381848
- Ownership
- 75% or more
LANE STEVEN BUCKLAN
Chief Compliance Officer, Director, General Counsel
- CRD
- #2519156
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Alexander Dewitt Clinton
Director | Credit Analyst
- CRD
- #7689834
Sean Coffey
Associate
- CRD
- #7883978
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,906,740,384 | $1,820,475 |
| Non-Discretionary | $0 | -- |
| Total | $3,906,740,384 | $1,820,475 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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