Clemensen Capital Company LLC
Firm details
- Headquarters
- ,
- CRD number
- 166837
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI61.7%
- Individuals33.08%
- Charitable Organizations3.27%
- Corporations / Businesses1.53%
- Other Investment Advisers0.42%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Clemensen Capital Company LLC is a privately held limited liability advisory firm that provides discretionary portfolio management primarily for individuals, families and small businesses, with some institutional clients. The firm charges fees based on a percentage of assets under management and identifies itself as an active ESG investor. Its advisory scope is centered on portfolio management rather than pension consulting or multi-state institutional consulting.
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
- Exchange Traded Equities79%
- Public Funds/Mutual Funds11%
- US Government Bonds4%
- Investment Grade Corp Bonds3%
- State & Local Bonds2%
Contacts
3 of 4
Mariel Clemensen
Registered Investment AdvisorCRD 1107551
Frederick Offenberg
PrincipalCRD 710473
Thomas Moore
Financial Advisor, AssociateCRD 1554536
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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