CLA FINANCIAL ADVISORS, LLC
CRD #156438 SEC #801-77662 NORTHBROOK, IL 847-504-8400
SEC Registered
Total AUM
$154.9M
Discretionary
$153.4M
Employees
5
Clients
11
Accounts
1,435
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $154.9M | $153.4M | $1.5M | 5 | 300 |
| Mar 2015 | $170M | $155M | $15M | 5 | 200 |
| Mar 2014 | $151.8M | $150M | $1.8M | 5 | 200 |
| Apr 2013 | $125M | $110M | $15M | 6 | 200 |
| Mar 2013 | $125M | $110M | $15M | 6 | 200 |
| Feb 2013 | $125M | $115M | $10M | 5 | 0 |
| Feb 2013 | $125M | $115M | $10M | 5 | 0 |
DateMar 2016
Total AUM$154.9M
Discretionary$153.4M
Non-Disc.$1.5M
Employees5
Clients300
DateMar 2015
Total AUM$170M
Discretionary$155M
Non-Disc.$15M
Employees5
Clients200
DateMar 2014
Total AUM$151.8M
Discretionary$150M
Non-Disc.$1.8M
Employees5
Clients200
DateApr 2013
Total AUM$125M
Discretionary$110M
Non-Disc.$15M
Employees6
Clients200
DateMar 2013
Total AUM$125M
Discretionary$110M
Non-Disc.$15M
Employees6
Clients200
DateFeb 2013
Total AUM$125M
Discretionary$115M
Non-Disc.$10M
Employees5
Clients0
DateFeb 2013
Total AUM$125M
Discretionary$115M
Non-Disc.$10M
Employees5
Clients0