$173.8M Total AUM
$173.8M Disc. AUM
9.8% 3Y CAGR
1 Employees
6 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Equity Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2019
- Office Locations
- 1
Office Locations
-- Ooltewah TN
About CLP Asset Management, LLC
CLP Asset Management, LLC is a Ooltewah-based RIA. The firm has been operating for 6 years. Managing $173.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Equity Trust.
Team overview
-- AVG AGE
$173.8M AVG AUM / ADVISOR
$29.0M AVG AUM / CLIENT
6.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
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Investment Vehicles
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Services
Available
Owner & Executives
R
RICHARD DANIEL LOSINIECKI
--
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
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J
JOSHUA LUFF
Chief Compliance Officer, Managing Member
- CRD
- #5899228
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $173,842,000 | $1,889,587 |
| Non-Discretionary | $0 | -- |
| Total | $173,842,000 | $1,889,587 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Private Funds:
Available Equity - Exchange:
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Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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