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Clune & Associates, Ltd.

● SEC registered since 1989CRD 104708SEC# 801-34937Chicago, IL
Export (members)
Reg. AUM
$630.1M
Employees
5
Accounts
810
Location
Chicago, IL

Clune & Associates, Ltd. assets under management

Clune & Associates, Ltd. is an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 1989. It reports $630.1 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/factorwealthView on SEC.gov ↗

Clune & Associates, Ltd. owners & executives

1 reported
NameTitleOwnershipSince
Randolph C Hardy ControlShareholder, President, Ceo, & CcoOver 75%2021

Frequently asked questions

How much does Clune & Associates, Ltd. manage?

Clune & Associates, Ltd. reports $630.1 million in regulatory assets under management on its Form ADV.

How many employees does Clune & Associates, Ltd. have?

Clune & Associates, Ltd. reports 5 employees.

Where is Clune & Associates, Ltd. located?

Clune & Associates, Ltd. is based in Chicago, IL and has been SEC-registered since 1989.

Does Clune & Associates, Ltd. disclose fund performance?

Clune & Associates, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address980 N Michigan Avenue, Ste 1320, Chicago, IL 60611
Phone(312) 644-5040
Fax(312) 535-4252
Office hours8:30-5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$571M
Non-discretionary$59.1M
Total (RAUM)$630.1M