CLG LLC
Firm details
- Headquarters
- Long Beach, California
- CRD number
- 282605
- Registered since
- September 29, 2016
- Website
- clgwm.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI74.79%
- Individuals23.21%
- Corporations / Businesses1.58%
- Pension & Profit Sharing Plans0.21%
- Charitable Organizations0.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
CLG LLC is an SEC-registered limited liability company formed in 2016 that acts as a capital allocator for both individual/family and institutional clients. The firm provides a mix of financial planning and portfolio management services across client types, and it also offers pension consulting-related work and selection of other advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly, fixed, and other fee structures. CLG does not identify as an active ESG investor. The firm maintains relationships with broker-dealers and insurance companies as part of its industry affiliations. Its stated activities emphasize outsourced manager selection and multi-client portfolio management rather than in-house product manufacturing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities12%
- Cash & Cash Equivalents8%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
1 of 1
Elizabeth Carr
Partner & Chief Compliance OfficerCRD 1830205
Contacts
3 of 21
Pamela Eckenrode
Partner, Financial AdvisorCRD 2669423
Robert Koerner
Financial ConsultantCRD 1715113
Gerald Mitchell
Head of OperationsCRD 6220214
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 122Active vs passive
$429M in ETFs
47%
$200M
51%
$229M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $80.2M | 107,058 | 18.67% |
Location
Long Beach, CA
Los Angeles
Location
Long Beach, CA
Headquartered in Long Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 4821 E 2nd St
- Time zone
- PT (UTC-8)
- Office locations
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