CLF Asset Management
Likely to Engage tag.Highly Engaged Employees

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
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
2
1
1
1

About CLF Asset Management

CLF Asset Management is a financial planning and investment management firm based in Madison, WI, dedicated to providing customized investment portfolios and comprehensive financial planning services. They focus on understanding clients' unique financial goals, risk tolerance, and tax situations to tailor their investment strategies accordingly. The firm emphasizes a fee-only asset management approach and aims to build long-term relationships with clients through expert advice and periodic reviews. Their commitment to ethical and unbiased financial guidance makes them a trusted partner for individuals seeking to achieve their financial aspirations.Explore more
CLF Asset Management's Social MediaPopular SearchesClf Asset Management IncClf Asset ManagementClf Investment LLCClf Investments LLCClf Management Company IncSIC Code 62,628NAICS Code 52,523Show more

CLF Asset Management Org Chart

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Chief Financial Officer & Founder

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Chief Investment Officer

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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
-
2000
PH
Paul HavrillaFinancial Advisor
<$5M
1-10
Private
-
2004
Jason Abruzere, Founder & Manager, Wealth at Weyhill Investment Counsel
Jason AbruzereFounder & Manager, Wealth
<$5M
1-10
Private
-
2012
N/A
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2010
KZ
Kimberley ZolloPresident & Owner
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

CLF Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CLF Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CLF Asset Management.

CLF Asset Management Tech Stack

A closer look at the technologies used by CLF Asset Management

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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: Piermont Wealth Management, Essex Capital Management, Core Wealth Management, Flores Wealth Planning
What technology does CLF Asset Management use?
Some of the popular technologies that CLF Asset Management uses are: WordPress.org, reCAPTCHA, PHP, Smarsh
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 financial planning and investment management firm based in Madison, WI, dedicated to providing customized investment portfolios and comprehensive financial planning services. They focus on understanding clients' unique financial goals, risk tolerance, and tax situations to tailor their investment strategies accordingly. Th... e firm emphasizes a fee-only asset management approach and aims to build long-term relationships with clients through expert advice and periodic reviews. Their commitment to ethical and unbiased financial guidance makes them a trusted partner for individuals seeking to achieve their financial aspirations.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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