CRD: 111082
Clutinger Williams & Verhoye INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-03-1969
- Office Locations
- 1
Office Locations
About Clutinger Williams & Verhoye INC
Clutinger, Williams & Verhoye, Inc. is an SEC-registered San Diego RIA providing securities portfolio management for individuals, corporate accounts, and organizations, serving clients since 1970. The firm emphasizes client education and aligning portfolios to stated goals and risk tolerance. Led by President & CEO Scott B. Williams (CFA, CFP; with the firm since 1995), portfolios are implemented primarily with ETFs alongside fixed income.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
SCOTT BRIAN WILLIAMS
Chief Compliance Officer, DIRECTOR, Investment Advisor
- CRD
- #2093970
- Ownership
- 75% or more
KENT EDWIN STONE
DIRECTOR, Investment Advisor, TREASURER, VICE PRESIDENT
- CRD
- #1704210
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Takaya Weckle
--
- CRD
- #7201111
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,573,510 | $622,749 |
| Non-Discretionary | $10,528,094 | $1,052,809 |
| Total | $163,101,604 | $639,614 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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