CLA FINANCIAL ADVISORS, LLC

NORTHBROOK, Illinois·2 registered advisors·CRD# 156438

SEC# 801-77662847-504-8400

01

Firm Overview

AUM

$155M

Regulatory assets under management

Employees

5

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

03

Specialties

Financial Planning Investment Management

04

Advisors at CLA FINANCIAL ADVISORS, LLC

2 registered advisors

Joel Adam Fliegel

NORTHBROOK, Illinois

Stephen Patrick O'hara

NORTHBROOK, Illinois

05

Office Locations

NORTHBROOK, Illinois

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Data sourced from SEC Form ADV filings. CLA FINANCIAL ADVISORS, LLC (CRD# 156438) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.