CLF ASSET MANAGEMENT, INC.

Overview

CLF Asset Management, Inc. is an independent registered investment adviser that positions itself as a fee-based planner and portfolio manager for individuals, families and institutional clients. The firm offers a mix of engagement models—percentage of AUM, hourly charges and fixed fees—reflecting work with both ongoing wealth management relationships and project-based financial planning. Advisory services listed on the filing include financial planning, portfolio management for individuals and small businesses and pension consulting services, which suggests the firm works across retirement-plan issues as well as household balance-sheet management. Investment activity centers on pooled public funds as the core building blocks of client portfolios, supplemented by allocations to private and nontraditional strategies when appropriate for client goals and suitability. The firm is SEC-registered as of 2024 and is owned by an individual, operating as an independent RIA rather than as a broker-dealer-affiliated practice. CLF notes an affiliation with an insurance company and uses annuities among its investment tools, indicating a willingness to incorporate insurance-based products alongside marketable securities and alternative investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices