Investment adviser · CRD 45309

CLEARY GULL INC.

Investment adviser filing (IA)

MILWAUKEE, WI, United States · Form ADV filed Mar 30, 2016

Regulatory AUM
$1B
Form ADV · Item 5.F
Client accounts
620
Accounts, not individual clients
Employees
49
Reported in this filing
Advisory professionals
13
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 30, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed · Commissions

Principal office

100 EAST WISCONSIN AVE, SUITE 2400
MILWAUKEE, WI, 53202, United States

CRD 45309

Filing source

Form ADV 1002396 · Mar 30, 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.