linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

CLF Asset Management, Inc.

Headquartered in MADISON, WI

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

CLF Asset Management, Inc. is an investment advisor with approximately $105,879,934 in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management for individuals and businesses. They have approximately 927 clients, including 91 high-net-worth individuals and 4 pension and profit-sharing plans.

CLF Asset Management, Inc.

$105.88M

Assets Under Management

2

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

advisory services

Advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CLF ASSET MANAGEMENT, INC. has a total of 1 branch locations across the country.
location

MADISON, WI

Advisors at CLF Asset Management, Inc.

View All 5 Advisors
Unclaimed
Jacob Charles Soener

CFP®, RA

MADISON, WI

View Profile
Unclaimed
Daniel John Determan

CFC®, RA

MADISON, WI

View Profile
Unclaimed
Michael Donald Vaubel

RA

MADISON, WI

View Profile
Unclaimed
Michael Robert Zugan

RA

MADISON, WI

View Profile
Unclaimed
Simon M Liegel

RA

MADISON, WI

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if CLF Asset Management, Inc. is right for you?

Disclosures

There are no public disclosures for CLF Asset Management, Inc..

Frequently Asked Questions (5)

Not sure if CLF Asset Management, Inc. is right for you?