CLUTINGER WILLIAMS & VERHOYE INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $163.1M |
| Discretionary | $152.6M94% of AUM |
| Non-Discretionary | $10.5M |
| Client Accounts | 255 |
| Avg Account Size | $640K |
| Employees | 2 |
| Peak AUM | $215.6MSep 2011 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $163M | +11.6% | +12.2% | +5.6% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $163.1M |
| Discretionary | $152.6M |
| Employees | 2 |
| Client Accounts | 255 |
| Client Range | 1-10 |
Contact & Location
Address
6398 DEL CERRO BLVD
SAN DIEGO CA 92120-4761
Phone
619-326-0900
Filing History
32 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$153M
93.5% of AUM
Non-Discretionary
$11M
6.5% of AUM
Disc. mix ▼ 0.5pp 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
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported