Investment adviser · CRD 111297

CLIFTON GUNDERSON WEALTH ADVISORS

Investment adviser filing (IA)

CLIFTON GUNDERSON WEALTH ADVISORS LLC

MIDDLETON, WI, United States · Form ADV filed Feb 28, 2012

Regulatory AUM
$848M
Form ADV · Item 5.F
Client accounts
2,241
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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: Feb 28, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

8215 GREENWAY BLVD., SUITE 600
MIDDLETON, WI, 53562, United States

CRD 111297

Filing source

Form ADV 617257 · Feb 28, 2012 · 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.