CLPF LLC
DBA: INVESTMENT ADVISOR GROUP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $81.0M |
| Discretionary | $80.6M100% of AUM |
| Non-Discretionary | $350K |
| Client Accounts | 244 |
| Avg Account Size | $332K |
| Employees | 3 |
| Peak AUM | $173.7MMar 2022 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $81M | +12.0% | +1.1% | — | |
| Discretionary AUM | $81M | ||||
Key Metrics
| Total AUM | $81.0M |
| Discretionary | $80.6M |
| Employees | 3 |
| Client Accounts | 244 |
| Client Range | 1-10 |
Contact & Location
Phone
607-930-4338
Filing History
24 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublicationsSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$81M
99.6% of AUM
Non-Discretionary
$350,400
0.4% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported