Investment adviser · CRD 156438

CLA FINANCIAL ADVISORS, LLC

Investment adviser filing (IA)

NORTHBROOK, IL, United States · Form ADV filed Mar 7, 2016

Regulatory AUM
$155M
Form ADV · Item 5.F
Client accounts
1,435
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 7, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

1432 TECHNY ROAD
NORTHBROOK, IL, 60062, United States

CRD 156438

Filing source

Form ADV 988794 · Mar 7, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.