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CLG LLC

CRD 282605 · SEC 801-108414

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4821 E 2ND STREET, LONG BEACH, CA, 90803, United States

Phone

(310) 329-5150

Fax

(310) 217-9274

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.12B

Discretionary AUM

$1.10B

Team

35 total employees; 23 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees; RECURRING FEE

Org form

Limited Liability Company

Filing date

2026-02-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals745$260.8M
High net worth individuals689$840.4M
Corporations/business entities14$17.8M

States served

AZ, CA, CO, ID, IL, LA, MI, NE, NV, NM, NY, NC, OK, OR, SC, TN, UT, VA, MO, WA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD