CLIFTON GUNDERSON WEALTH ADVISORS LLC
Legal name: CLIFTON GUNDERSON WEALTH ADVISORS
CRD #111297 SEC #801-58266 MIDDLETON, WI 608.662.8600
SEC Registered
Total AUM
$847.8M
Discretionary
$847.8M
Employees
11
Clients
51
Accounts
2,241
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2012 | $847.8M | $847.8M | $0 | 11 | 1,000 |
| Jan 2012 | $847.8M | $847.8M | $0 | 11 | 1,000 |
| Jan 2012 | $847.8M | $847.8M | $0 | 11 | 1,000 |
| Aug 2011 | $779.8M | $779.8M | $0 | -- | -- |
| Aug 2011 | $779.8M | $779.8M | $0 | -- | -- |
| Aug 2011 | $779.8M | $779.8M | $0 | -- | -- |
| Aug 2011 | $779.8M | $779.8M | $0 | -- | -- |
| Aug 2011 | $779.8M | $779.8M | $0 | -- | -- |
| Feb 2011 | $600.2M | $600.2M | $0 | -- | -- |
| Jan 2011 | $600.2M | $600.2M | $0 | -- | -- |
| Oct 2010 | $600.2M | $600.2M | $0 | -- | -- |
| Sep 2010 | $600.2M | $600.2M | $0 | -- | -- |
| Jul 2010 | $600.2M | $600.2M | $0 | -- | -- |
| Jan 2010 | $520.6M | $520.6M | $0 | -- | -- |
| Jan 2010 | $520.6M | $520.6M | $0 | -- | -- |
| Oct 2009 | $520.6M | $520.6M | $0 | -- | -- |
| Apr 2009 | $777.8M | $777.8M | $0 | -- | -- |
| Mar 2008 | $676.2M | $676.2M | $0 | -- | -- |
| Jan 2008 | $676.2M | $676.2M | $0 | -- | -- |
| Oct 2007 | $676.2M | $676.2M | $0 | -- | -- |
| Sep 2007 | $676.2M | $676.2M | $0 | -- | -- |
| Aug 2007 | $676.2M | $676.2M | $0 | -- | -- |
| Aug 2007 | $676.2M | $676.2M | $0 | -- | -- |
| Feb 2007 | $518M | $518M | $0 | -- | -- |
| Jan 2007 | $518M | $518M | $0 | -- | -- |
| Oct 2005 | $422.2M | $422.2M | $0 | -- | -- |
| Sep 2005 | $422.2M | $422.2M | $0 | -- | -- |
| Aug 2004 | $330.4M | $330.4M | $0 | -- | -- |
| Apr 2004 | $186M | $186M | $0 | -- | -- |
| Dec 2003 | $186M | $186M | $0 | -- | -- |
| Sep 2001 | $46.1M | $45.1M | $991.2K | -- | -- |
| Jun 2001 | $46.1M | $45.1M | $991.2K | -- | -- |
DateFeb 2012
Total AUM$847.8M
Discretionary$847.8M
Non-Disc.$0
Employees11
Clients1,000
DateJan 2012
Total AUM$847.8M
Discretionary$847.8M
Non-Disc.$0
Employees11
Clients1,000
DateJan 2012
Total AUM$847.8M
Discretionary$847.8M
Non-Disc.$0
Employees11
Clients1,000
DateAug 2011
Total AUM$779.8M
Discretionary$779.8M
Non-Disc.$0
Employees--
Clients--
DateAug 2011
Total AUM$779.8M
Discretionary$779.8M
Non-Disc.$0
Employees--
Clients--
DateAug 2011
Total AUM$779.8M
Discretionary$779.8M
Non-Disc.$0
Employees--
Clients--
DateAug 2011
Total AUM$779.8M
Discretionary$779.8M
Non-Disc.$0
Employees--
Clients--
DateAug 2011
Total AUM$779.8M
Discretionary$779.8M
Non-Disc.$0
Employees--
Clients--
DateFeb 2011
Total AUM$600.2M
Discretionary$600.2M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$600.2M
Discretionary$600.2M
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$600.2M
Discretionary$600.2M
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$600.2M
Discretionary$600.2M
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$600.2M
Discretionary$600.2M
Non-Disc.$0
Employees--
Clients--
DateJan 2010
Total AUM$520.6M
Discretionary$520.6M
Non-Disc.$0
Employees--
Clients--
DateJan 2010
Total AUM$520.6M
Discretionary$520.6M
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$520.6M
Discretionary$520.6M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$777.8M
Discretionary$777.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$676.2M
Discretionary$676.2M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$676.2M
Discretionary$676.2M
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$676.2M
Discretionary$676.2M
Non-Disc.$0
Employees--
Clients--
DateSep 2007
Total AUM$676.2M
Discretionary$676.2M
Non-Disc.$0
Employees--
Clients--
DateAug 2007
Total AUM$676.2M
Discretionary$676.2M
Non-Disc.$0
Employees--
Clients--
DateAug 2007
Total AUM$676.2M
Discretionary$676.2M
Non-Disc.$0
Employees--
Clients--
DateFeb 2007
Total AUM$518M
Discretionary$518M
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$518M
Discretionary$518M
Non-Disc.$0
Employees--
Clients--
DateOct 2005
Total AUM$422.2M
Discretionary$422.2M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$422.2M
Discretionary$422.2M
Non-Disc.$0
Employees--
Clients--
DateAug 2004
Total AUM$330.4M
Discretionary$330.4M
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees--
Clients--
DateDec 2003
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees--
Clients--
DateSep 2001
Total AUM$46.1M
Discretionary$45.1M
Non-Disc.$991.2K
Employees--
Clients--
DateJun 2001
Total AUM$46.1M
Discretionary$45.1M
Non-Disc.$991.2K
Employees--
Clients--