SEC Form ADV · CIK 1034642

CLIFFORD SWAN INVESTMENT COUNSELORS

Firm profile: Clifford Swan Investment Counselors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCA
$4.5B
Assets Under Management
2,598
Total Clients
40
Employees
Get LP Contact Details

Registration Details

CIK
1034642
Accession
CRD-108033
Location
PASADENA, CA
Filing Date
February 10, 2026
AUM
$4.5B
Total Clients
2,598
Institutional Clients
62
Employees
40
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporations

About this Adviser

CLIFFORD SWAN INVESTMENT COUNSELORS is a registered investment adviser headquartered in PASADENA, CA, managing approximately $4.5B in assets across 2,598 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.