CLIFFORD SWAN INVESTMENT COUNSEL LLC

CLIFFORD SWAN INVESTMENT COUNSELORS
PASADENA, California·14 registered advisors·CRD# 108033
SEC# 801-566751626-792-2228
01

Firm Overview

AUM
$3.8B
Regulatory assets under management
Employees
31
Total firm employees
Advisors
14
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CLIFFORD SWAN INVESTMENT COUNSEL LLC

14 registered advisors
Carolyn Swabb Barber
PASADENA, California
David Joseph Nelson
PASADENA, California
Gretchen Elizabeth Lee
PASADENA, California
James Robert Brown
PASADENA, California
Kathleen Gilmore
PASADENA, California
Kenneth Howard Dike
PASADENA, California
Kevin James Cavanaugh
PASADENA, California
Linda Davis Taylor
PASADENA, California
Maxwell Ramsey Pray
PASADENA, California
Michael George Davis
PASADENA, California
Peter James Boyle
PASADENA, California
Randall Lee Zaharia
PASADENA, California
Richard Howard Adler
PASADENA, California
Roger Leland (jr) Gewecke
PASADENA, California
05

Office Locations

PASADENA, California
14 advisors

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Data sourced from SEC Form ADV filings. CLIFFORD SWAN INVESTMENT COUNSEL LLC (CRD# 108033) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.