Assets Under Management

$953.8M

Number of Clients

1,403

Number of Advisors

24

Average Client AUM

$680K

AUM per Advisor

$39.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

CLG, LLC offers asset management and financial planning services to help clients meet their financial goals. They provide comprehensive portfolio management, financial planning & consulting, and retirement plan consulting. The firm utilizes various methods of analysis and investment strategies, including long-term and short-term purchases, options, and digital assets.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & Coaching
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Location

4821 E 2nd Street, Long Beach, CA, 90803

24 Advisors at this firm

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