CLF Asset Management

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

999 Fourier Dr Ste 301, Madison, Wiscons...

Phone Number

(888) 505-3956

Revenue

<$5 Million

Industry

Finance Securities Trading

About CLF Asset Management

CLF Asset Management is a fee-only, fiduciary wealth management firm located in Madison, WI, specializing in integrated investment management, financial planning, tax preparation, estate planning, and small business financial services. The firm focuses on providing unbiased and ethical financial advice, emphasizing the importance of a customized approach to investment portfolios and financial strategies. Their holistic financial planning process is designed to align with clients' unique goals and objectives, ensuring a disciplined approach to achieving financial dreams. CLF Asset Management is committed to maintaining long-term relationships and regularly reviewing clients' plans to adapt to evolving financial needs.Explore more
CLF Asset Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

CLF Asset Management Org Chart

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Chief Financial Officer & Founder

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Investment Advisor & Representative

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Investment Advisor & Representative

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Investment Advisor & Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CLF Asset Management

<$5M
1-10
Private
-
2017
DD
Daniel DetermanChief Financial Officer & Founder
<$5M
1-10
Private
-
2012
Illustration of an envelope

CLF Asset Management Tech Stack

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Frequently Asked Questions Regarding CLF Asset Management

What is CLF Asset Management's official website?
CLF Asset Management's official website is www.clfasset.com
What is CLF Asset Management's Revenue?
CLF Asset Management's revenue is <$5 Million
What is CLF Asset Management's SIC code?
CLF Asset Management's SIC: 62,628
What is CLF Asset Management's NAICS code?
CLF Asset Management's NAICS: 52,523
How many employees does CLF Asset Management have?
CLF Asset Management has 1-10 employees
What industry does CLF Asset Management belong to?
CLF Asset Management is in the industry of: Finance, Securities Trading
What is CLF Asset Management competition?
CLF Asset Management top competitors include: Core Wealth Management
What technology does CLF Asset Management use?
Some of the popular technologies that CLF Asset Management uses are: WordPress.org, PHP, Smarsh, Google Font API
Who is the CFO of CLF Asset Management?
CLF Asset Management's CFO is Daniel Determan
How do I contact CLF Asset Management?
CLF Asset Management contact info: Phone number: (888) 505-3956 Website: www.clfasset.com
What does CLF Asset Management do?

CLF Asset Management is a fee-only, fiduciary wealth management firm located in Madison, WI, specializing in integrated investment management, financial planning, tax preparation, estate planning, and small business financial services. The firm focuses on providing unbiased and ethical financial advice, emphasizing the importance of a customized ap... proach to investment portfolios and financial strategies. Their holistic financial planning process is designed to align with clients' unique goals and objectives, ensuring a disciplined approach to achieving financial dreams. CLF Asset Management is committed to maintaining long-term relationships and regularly reviewing clients' plans to adapt to evolving financial needs.Read More

What are CLF Asset Management social media links?
CLF Asset Management Linkedin page CLF Asset Management Facebook page
Is CLF Asset Management a public company?
CLF Asset Management is private company therefore does not currently have an official ticker symbol
See more information about CLF Asset Management

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