C
CRD: 153396
Clout Inc. Advisors
Tucson, AZ, 85711
5207450755
$8.0M Total AUM
$8.0M Disc. AUM
-- 3Y CAGR
2 Employees
60 ADV. Clients
15 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-31-2010
- Office Locations
- 2
Office Locations
4890 E Scarlett ST Tucson AZ
7802 E Escalante RD Tucson AZ
About Clout Inc. Advisors
Clout Inc. Advisors is a Tucson-based RIA with 2 offices. The firm has been operating for 15 years. Managing $8.0M in total assets under management, with 1 advisory representatives. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
56 AVG AGE
$8.0M AVG AUM / ADVISOR
$133.3K AVG AUM / CLIENT
11.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
15yrs Firm Age
Insights
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Client Personas
Wave
Investment Themes
Catalyst Summit glacier
Investment Vehicles
Pioneer
Services
Frontier Zenith vector Zenith Ember meridian
Owner & Executives
MICHAEL FRANCIS CLOUTIER
Chief Compliance Officer, Chief Executive Officer, Registered Investment Advisor
- CRD
- #1794151
- Ownership
- 75% or more
(949) 667-9164
fusion.north@foundationcapital.com
in linkedin.com/in/wave-element
Showing 1 of 1 owners & executives
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D
DAVID RAYMOND OASE
Owner
- CRD
- #2831519
(749) 324-2454
ridge.signal@oakcapital.com
in linkedin.com/in/capital-eagle
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,000,000
Equity - Exchange:
37.2% Cash:
41.3% Derivatives:
21.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $274,791,234 | 37.2% |
| Cash | $305,077,365 | 41.3% |
| Derivatives | $158,817,515 | 21.5% |
| Total | $738,686,114 | 100.0% |