CLELLAND & CO INC
Legal name: CLELLAND & COMPANY INC
CRD #105406 SEC #801-34425 SAN DIEGO, CA 858-587-8700
SEC Registered
Total AUM
$432.4M
Discretionary
$351M
Employees
3
Clients
26
Accounts
279
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $432.4M | $351M | $81.4M | 3 | 0 |
| Mar 2024 | $399.8M | $316.3M | $83.5M | 3 | 0 |
| Mar 2023 | $357M | $227.2M | $129.8M | 3 | 0 |
| May 2022 | $392.5M | $250.5M | $142M | 3 | 97 |
| Mar 2022 | $392.5M | $250.5M | $142M | 5 | 97 |
| Mar 2021 | $380M | $220.4M | $159.6M | 5 | 91 |
| Jun 2020 | $348.2M | $203.1M | $145.2M | 5 | 88 |
| Mar 2020 | $348.2M | $203.1M | $145.2M | 5 | 88 |
| Mar 2019 | $307.6M | $176.3M | $131.4M | 5 | 83 |
| Aug 2018 | $345.8M | $182M | $163.8M | 5 | 0 |
| Mar 2018 | $345.8M | $182M | $163.8M | 6 | 0 |
| May 2017 | $344.5M | $168.9M | $175.5M | 6 | 26 |
| Mar 2017 | $344.5M | $168.9M | $175.5M | 6 | 26 |
| Mar 2016 | $373.1M | $208.1M | $165M | 6 | 26 |
| May 2015 | $354.6M | $203.8M | $150.8M | 6 | 26 |
| Mar 2015 | $354.6M | $203.8M | $150.8M | 6 | 26 |
| Aug 2014 | $287.4M | $88.7M | $198.8M | 5 | 26 |
| Aug 2014 | $287.4M | $88.7M | $198.8M | 5 | 26 |
| Mar 2014 | $287.4M | $88.7M | $198.8M | 5 | 26 |
| Mar 2013 | $262.7M | $75.8M | $186.8M | 5 | 26 |
| Mar 2012 | $248.5M | $64M | $184.5M | 1 | 26 |
| Mar 2011 | $260.2M | $66M | $194.2M | 5 | -- |
| May 2009 | $215.5M | $49M | $166.5M | 5 | -- |
| Apr 2009 | $215.5M | $49M | $166.5M | 5 | -- |
| Mar 2009 | $215.5M | $49M | $166.5M | 5 | -- |
| Mar 2008 | $271.6M | $65M | $206.6M | 5 | -- |
| Mar 2007 | $270.8M | $71.4M | $199.4M | 5 | -- |
| Mar 2006 | $249.7M | $63.8M | $185.9M | 5 | -- |
| Nov 2005 | $228.7M | $63.4M | $165.3M | 5 | -- |
| Sep 2005 | $228.7M | $63.4M | $165.3M | 5 | -- |
| Sep 2004 | $174.4M | $70.5M | $103.9M | 5 | -- |
DateMar 2025
Total AUM$432.4M
Discretionary$351M
Non-Disc.$81.4M
Employees3
Clients0
DateMar 2024
Total AUM$399.8M
Discretionary$316.3M
Non-Disc.$83.5M
Employees3
Clients0
DateMar 2023
Total AUM$357M
Discretionary$227.2M
Non-Disc.$129.8M
Employees3
Clients0
DateMay 2022
Total AUM$392.5M
Discretionary$250.5M
Non-Disc.$142M
Employees3
Clients97
DateMar 2022
Total AUM$392.5M
Discretionary$250.5M
Non-Disc.$142M
Employees5
Clients97
DateMar 2021
Total AUM$380M
Discretionary$220.4M
Non-Disc.$159.6M
Employees5
Clients91
DateJun 2020
Total AUM$348.2M
Discretionary$203.1M
Non-Disc.$145.2M
Employees5
Clients88
DateMar 2020
Total AUM$348.2M
Discretionary$203.1M
Non-Disc.$145.2M
Employees5
Clients88
DateMar 2019
Total AUM$307.6M
Discretionary$176.3M
Non-Disc.$131.4M
Employees5
Clients83
DateAug 2018
Total AUM$345.8M
Discretionary$182M
Non-Disc.$163.8M
Employees5
Clients0
DateMar 2018
Total AUM$345.8M
Discretionary$182M
Non-Disc.$163.8M
Employees6
Clients0
DateMay 2017
Total AUM$344.5M
Discretionary$168.9M
Non-Disc.$175.5M
Employees6
Clients26
DateMar 2017
Total AUM$344.5M
Discretionary$168.9M
Non-Disc.$175.5M
Employees6
Clients26
DateMar 2016
Total AUM$373.1M
Discretionary$208.1M
Non-Disc.$165M
Employees6
Clients26
DateMay 2015
Total AUM$354.6M
Discretionary$203.8M
Non-Disc.$150.8M
Employees6
Clients26
DateMar 2015
Total AUM$354.6M
Discretionary$203.8M
Non-Disc.$150.8M
Employees6
Clients26
DateAug 2014
Total AUM$287.4M
Discretionary$88.7M
Non-Disc.$198.8M
Employees5
Clients26
DateAug 2014
Total AUM$287.4M
Discretionary$88.7M
Non-Disc.$198.8M
Employees5
Clients26
DateMar 2014
Total AUM$287.4M
Discretionary$88.7M
Non-Disc.$198.8M
Employees5
Clients26
DateMar 2013
Total AUM$262.7M
Discretionary$75.8M
Non-Disc.$186.8M
Employees5
Clients26
DateMar 2012
Total AUM$248.5M
Discretionary$64M
Non-Disc.$184.5M
Employees1
Clients26
DateMar 2011
Total AUM$260.2M
Discretionary$66M
Non-Disc.$194.2M
Employees5
Clients--
DateMay 2009
Total AUM$215.5M
Discretionary$49M
Non-Disc.$166.5M
Employees5
Clients--
DateApr 2009
Total AUM$215.5M
Discretionary$49M
Non-Disc.$166.5M
Employees5
Clients--
DateMar 2009
Total AUM$215.5M
Discretionary$49M
Non-Disc.$166.5M
Employees5
Clients--
DateMar 2008
Total AUM$271.6M
Discretionary$65M
Non-Disc.$206.6M
Employees5
Clients--
DateMar 2007
Total AUM$270.8M
Discretionary$71.4M
Non-Disc.$199.4M
Employees5
Clients--
DateMar 2006
Total AUM$249.7M
Discretionary$63.8M
Non-Disc.$185.9M
Employees5
Clients--
DateNov 2005
Total AUM$228.7M
Discretionary$63.4M
Non-Disc.$165.3M
Employees5
Clients--
DateSep 2005
Total AUM$228.7M
Discretionary$63.4M
Non-Disc.$165.3M
Employees5
Clients--
DateSep 2004
Total AUM$174.4M
Discretionary$70.5M
Non-Disc.$103.9M
Employees5
Clients--