Clutinger Williams & Verhoye

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

6398 Del Cerro Blvd Ste 3, San Diego, Ca...

Phone Number

(619) 326-0900

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Clutinger Williams & Verhoye

Clutinger, Williams & Verhoye, Inc. is a registered investment advisory firm that has been serving individual and corporate accounts for over 47 years. The firm specializes in securities portfolio management and aims to educate clients on investment decisions based on their goals and risk tolerance. With a strong presence in San Diego, the company is led by President & CEO Scott B. Williams, CFA, CFP. They cater to a diverse clientele, including individuals, businesses, and organizations, and are registered with the Securities & Exchange Commission.Explore more
Clutinger Williams & Verhoye's Social MediaPopular SearchesClutinger Williams & Verhoye IncClutinger, Williams & Verhoye IncWilliams & Verhoye IncClutinger Williams & Verhoyeclutinger williams verhoye IncSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Clutinger Williams & Verh...

<$5M
1-10
Private
-
1969
N/A
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
$5M
1-10
Private
-
2014
BS
Brian SmithManager, Private Wealth
<$5M
11-50
Private
<$5M
2018
OT
Orest TarabanDirector, Growth, Risk & Optimization
<$5M
1-10
Private
<$5M
2004
N/A
<$5M
1-10
Private
-
2018
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

Clutinger Williams & Verhoye is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Clutinger Williams & Verhoye is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Clutinger Williams & Verhoye.

Clutinger Williams & Verhoye Tech Stack

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Frequently Asked Questions Regarding Clutinger Williams & Verhoye

What is Clutinger Williams & Verhoye's official website?
Clutinger Williams & Verhoye's official website is www.cwvinvestmentadvisors.com
What is Clutinger Williams & Verhoye's Revenue?
Clutinger Williams & Verhoye's revenue is <$5 Million
What is Clutinger Williams & Verhoye's SIC code?
Clutinger Williams & Verhoye's SIC: 62,628
What is Clutinger Williams & Verhoye's NAICS code?
Clutinger Williams & Verhoye's NAICS: 52,523
How many employees does Clutinger Williams & Verhoye have?
Clutinger Williams & Verhoye has 1-10 employees
What industry does Clutinger Williams & Verhoye belong to?
Clutinger Williams & Verhoye is in the industry of: Finance, Securities Trading
What is Clutinger Williams & Verhoye competition?
Clutinger Williams & Verhoye top competitors include: Schreur Financial, Greenwood Capital Associates, Dynamic Wealth Solutions, The Aldridge Group
What technology does Clutinger Williams & Verhoye use?
Some of the popular technologies that Clutinger Williams & Verhoye uses are: GoCentral, GoDaddy DNS, GoDaddy SSL Certificates, Amazon Web Hosting
How do I contact Clutinger Williams & Verhoye?
Clutinger Williams & Verhoye contact info: Phone number: (619) 326-0900 Website: www.cwvinvestmentadvisors.com
What does Clutinger Williams & Verhoye do?

Clutinger, Williams & Verhoye, Inc. is a registered investment advisory firm that has been serving individual and corporate accounts for over 47 years. The firm specializes in securities portfolio management and aims to educate clients on investment decisions based on their goals and risk tolerance. With a strong presence in San Diego, the company... is led by President & CEO Scott B. Williams, CFA, CFP. They cater to a diverse clientele, including individuals, businesses, and organizations, and are registered with the Securities & Exchange Commission.Read More

What are Clutinger Williams & Verhoye social media links?
Clutinger Williams & Verhoye Linkedin page
Is Clutinger Williams & Verhoye a public company?
Clutinger Williams & Verhoye is private company therefore does not currently have an official ticker symbol
See more information about Clutinger Williams & Verhoye

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