Clifford Swan Investment Counselors, based in Pasadena, CA, is ranked No. 27 on the 2021 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.
Total AUM: $4B
Years in Business: 106
Accounts Under Management: 903
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Previous appearances on FA 100 List: 2 (No. 55 in 2020)
Principals:
Peter Boyle, Chief Executive Officer & Chief Investment Officer
Money Report
Kathleen Gilmore, Chairman & President
Contact:
117 E. Colorado Boulevard, Suite 550, Pasadena, CA 91105
(626) 792-2228
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