Clf Asset Management, Inc.
● SEC registered since 2024CRD 284060SEC# 801-131455Madison, WI
Reg. AUM
$146.9M
Employees
5
Accounts
1,160
Location
Madison, WI
About Clf Asset Management
CLF Asset Management is a fee-only financial planning and investment management firm. It builds custom portfolios tailored to goals, time horizon, risk tolerance, and tax considerations, with ongoing monitoring after goals are clearly defined.
Summary based on the firm’s website.
Clf Asset Management, Inc. assets under management
Clf Asset Management, Inc. is an SEC-registered investment adviser based in Madison, WI. The firm has been registered since 2024. It reports $146.9 million in regulatory assets under management and employs 5 people.
Clf Asset Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel John Determan Control | Chief Financial Officer | 50-75% | 2016 |
| Simon M Liegel Control | Chief Compliance Officer | 50-75% | 2016 |
Frequently asked questions
How much does Clf Asset Management, Inc. manage?
Clf Asset Management, Inc. reports $146.9 million in regulatory assets under management on its Form ADV.
How many employees does Clf Asset Management, Inc. have?
Clf Asset Management, Inc. reports 5 employees.
Where is Clf Asset Management, Inc. located?
Clf Asset Management, Inc. is based in Madison, WI and has been SEC-registered since 2024.
Does Clf Asset Management, Inc. disclose fund performance?
Clf Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 999 Fourier Drive, Suite 301, Madison, WI 53717 |
| Phone | 8885053956 |
| Fax | 888-514-4196 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$146.9M▲ 33%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,389 advisers
EmployeesTop 62%
More than 38% of 16,799 advisers
Assets under management
$146.9Mregulatory AUM
Discretionary $124.7MNon-discretionary $22.2M