CLIFFORD SWAN INVESTMENT COUNSEL LLC

CLIFFORD SWAN INVESTMENT COUNSELORS
PASADENA, California·7 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
7
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

7 registered advisors
Carolyn Swabb Barber
PASADENA, California
Kathleen Gilmore
PASADENA, California
Kevin James Cavanaugh
PASADENA, California
Maxwell Ramsey Pray
PASADENA, California
Peter James Boyle
PASADENA, California
Randall Lee Zaharia
PASADENA, California
Roger Leland (jr) Gewecke
PASADENA, California
05

Office Locations

PASADENA, California
7 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.