| Name | Title | Ownership | Since |
|---|---|---|---|
| Hannah Christine O'Loughlin Control | Vice President, Chief Financial Officer | 5-10% | 2022 |
| Matthew David Medeiros Control | President, Chief Executive Officer, Chief Compliance Officer | 10-25% | 2022 |
| Medolo, LLC Control | Shareholder | 50-75% | 2022 |
Clelland & Co Inc reports $432.4 million in regulatory assets under management on its Form ADV.
Clelland & Co Inc reports 3 employees.
Clelland & Co Inc is based in San Diego, CA and has been SEC-registered since 1989.
Clelland & Co Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5151 Shoreham Place, Suite 130, San Diego, CA 92122 |
| Phone | 858-587-8700 |
| Fax | 858-587-8787 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $351M |
| Non-discretionary | $81.4M |
| Total (RAUM) | $432.4M |