LP Profile

Clifford Swan Investment Counselors

Also known as clifford swan investment counselors

Wealth ManagerPasadena, United StatesFounded 1915
$4.2B
Assets Under Management
Pasadena
Headquarters
Investment Focus

About Clifford Swan Investment Counselors

Clifford Swan Investment Counselors is a wealth manager based in Pasadena, US. Founded in 1915. Reported AUM: 4200 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Clifford Swan Investment Counselors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$4.5B
Total Clients
2,598
Filing Date
February 10, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Public filings matched to Clifford Swan Investment Counselors across SEC, IRS, DOL and international registers — newest first.

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FAQ

Frequently asked questions

What type of investor is Clifford Swan Investment Counselors?

Clifford Swan Investment Counselors is a wealth manager based in Pasadena, United States, managing approximately $4.2B in assets.

Where is Clifford Swan Investment Counselors headquartered?

Clifford Swan Investment Counselors is headquartered in Pasadena, United States.

How much does Clifford Swan Investment Counselors manage?

Clifford Swan Investment Counselors manages approximately $4.2B in assets under management.

When was Clifford Swan Investment Counselors founded?

Clifford Swan Investment Counselors was founded in 1915.

How can I contact Clifford Swan Investment Counselors?

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