Clifford Swan Investment Counselors advises individuals, families and mid-sized institutions, crafting personalized strategies for wealth preservation and growth. Completely independent, we employ a disciplined, long-term approach toward investment management. To help our clients with both the responsibilities and the possibilities of significant wealth, we use our experience and expertise to collaboratively address issues of wealth transfer and family education. Social Media Disclosures: http://www.cliffordswan.com/socialmediadisclosures
View Top Employees from Clifford Swan Investment Counselors| Website | http://www.cliffordswan.com |
| Revenue | $5 million |
| Employees | 33 (28 on RocketReach) |
| Founded | 1915 |
| Address | 177 E Colorado Bvld Suite 550, Pasadena, California 91105, US |
| Phone | (626) 792-2228 |
| Fax | (626) 792-2670 |
| Technologies |
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| Industry | Financial Services, Finance General, Asset Management, Finance |
| Web Rank | 37 Million |
| Competitors | Clark Asset Management + Associates, Inc. |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
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Clifford Swan Investment Counselors Questions
The Clifford Swan Investment Counselors annual revenue was $5 million in 2023.
Peter Boyle is the CEO of Clifford Swan Investment Counselors.
28 people are employed at Clifford Swan Investment Counselors.
Clifford Swan Investment Counselors is based in Pasadena, California.
The NAICS codes for Clifford Swan Investment Counselors are [52393, 52, 5239, 523].
The SIC codes for Clifford Swan Investment Counselors are [62, 628].
Top Clifford Swan Investment Counselors Employees
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Peter Boyle
Chief Executive Officer at Clifford Swan Investment Counselors
Pasadena, California, United States44 -
22
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45+
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23
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ViewCarlota Bjork Venegas
Investment Counselor, CFP®, CDFA®, CRPC® at Clifford Swan Investment Counselors
Pasadena, California, United States5+5+ -
35+
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1
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Gretchen Lee
Chief Compliance Officer at Clifford Swan Investment Counselors
Pasadena, California, United States12 -
1
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