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Gretchen Elizabeth Lee

Chief Compliance OfficerClifford Swan Investment Counsel LLCCRD 2610857

About Gretchen Elizabeth Lee

Gretchen Elizabeth Lee is listed as Chief Compliance Officer at Clifford Swan Investment Counsel LLC in Pasadena, CA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Clifford Swan Investment Counsel LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Gretchen Elizabeth Lee work?

Gretchen Elizabeth Lee is listed as Chief Compliance Officer at Clifford Swan Investment Counsel LLC on SEC Form ADV.

How much of Clifford Swan Investment Counsel LLC does Gretchen Elizabeth Lee own?

Form ADV reports a beneficial ownership band of Under 5%.

Clifford Swan Investment Counsel LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2019
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