Cleary Gull Advisors Inc. is a large advisory firm based in Milwaukee. It manages $2.71 billion of regulatory assets for 822 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Arizona, California, Colorado, and 24 other states.
Cleary Gull Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cleary Gull Advisors Inc. is $2.71 billion. The firm's AUM has grown by 57% since the beginning of its operation, and $1.92 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Cleary Gull Advisors Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, other investment advisers, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of John Reuben Peterson is high net worth individuals with 429 clients and $1.29 billion of assets under management. Among the 10 most similar advisory firms, Cleary Gull Advisors has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $2.71 billion for 822 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Cleary Gull Advisors doesn't advise any private funds.
The company employs 99 people that are either part- or full-time employees. 51 percent of the employees work as investment advisers or researchers. 44 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
John Reuben Peterson has been acting as President since 1 Feb 2003. Brian Keith Andrew has served as the Chief Investment Officer since 1 Jun 2016. Michael Joseph Cleary joined the executive team most recently as the Director And Executive Vice President.
The principal office where Cleary Gull Advisors Inc. performs its advisory services is located at 100 East Wisconsin Avenue, Milwaukee, WI 53202, which is also the mailing address of the firm. An additional office of the firm is in Racine, WI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 414-291-4500 or by fax 414-270-2209. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at clearygull.com.