Key facts
- CLIFFORD SWAN INVESTMENT COUNSELORS is a other based in PASADENA, CA.
- CLIFFORD SWAN INVESTMENT COUNSELORS reports $18.8M in regulatory assets under management, per its SEC Form ADV (2026-02).
Registered with the SEC
Form ADV · 2026-02 · CRD 108033- Regulatory AUM
- $18.8M
- Private fund assets
- —
- Private funds
- —
- Staff
- 40
- Registered office
- PASADENA, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as CLIFFORD SWAN INVESTMENT COUNSEL LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for CLIFFORD SWAN INVESTMENT COUNSELORS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is CLIFFORD SWAN INVESTMENT COUNSELORS's AUM?
- CLIFFORD SWAN INVESTMENT COUNSELORS manages approximately $18.8M in assets.