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Clutinger Williams & Verhoye Inc

● SEC registered since 1969CRD 111082SEC# 801-5935San Diego, CA
Export (members)
Reg. AUM
$163.1M
Employees
2
Accounts
255
Location
San Diego, CA

Clutinger Williams & Verhoye Inc assets under management

Clutinger Williams & Verhoye Inc operates as an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 1969. It reports $163.1 million in regulatory assets under management and employs 2 people.
www.cwvinvestmentadvisors.comView on SEC.gov ↗

Clutinger Williams & Verhoye Inc owners & executives

2 reported
NameTitleOwnershipSince
Kent Edwin Stone ControlVice President/Treasurer/Director10-25%2010
Scott Brian Williams ControlPresident-Ceo/Chief Compliance Officer/DirectorOver 75%2004

Frequently asked questions

How much does Clutinger Williams & Verhoye Inc manage?

Clutinger Williams & Verhoye Inc reports $163.1 million in regulatory assets under management on its Form ADV.

How many employees does Clutinger Williams & Verhoye Inc have?

Clutinger Williams & Verhoye Inc reports 2 employees.

Where is Clutinger Williams & Verhoye Inc located?

Clutinger Williams & Verhoye Inc is based in San Diego, CA and has been SEC-registered since 1969.

Does Clutinger Williams & Verhoye Inc disclose fund performance?

Clutinger Williams & Verhoye Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6398 del Cerro Blvd, Ste 3, San Diego, CA 92120-4761
Phone619-326-0900
Fax619-326-0921
Office hours7:00a.m. To 3:00p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$152.6M
Non-discretionary$10.5M
Total (RAUM)$163.1M