Clutinger Williams & Verhoye Inc

RIASEC RegisteredEst. 1969

Total AUM

$190M

Discretionary

$179M

94% of AUM

Avg account

$786K

Accounts

242

Employees

Advisory reps

Firm details

Headquarters: San Diego, California
CRD number: 111082
Registered since: September 3, 1969
Website: cwvinvestmentadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI53.04%
Individuals31.55%
Charitable Organizations12.65%
Pension & Profit Sharing Plans2.76%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Clutinger Williams & Verhoye Inc. is an independent, SEC-registered advisory firm that has been operating since 1969. The firm is privately owned and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Fee arrangements combine a percentage-of-AUM model with hourly billing for certain work. The firm does not identify as a multi-state adviser and is not presented as a capital allocator or an active ESG investor.