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AH

Antony Reed Hallada

Cliftonlarsonallen Wealth Advisors, LLC
35 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningEstate PlanningInvestment ManagementEducation Planning
Cliftonlarsonallen Wealth Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
96 advisors
Number of Clients
6,728 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$12.3B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.10%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.40%

Fees charged quarterly in advance. Fees may be individually negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

220 South 6th Street, Suite 300, Minneapolis, MN, 55402-1418

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 1999
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Antony is a principal at CliftonLarsonAllen LLP.

Employment History
Current Registrations
Cliftonlarsonallen Wealth Advisors, LLC
October 2004 - Present · 21 yrs 4 mos
Cliftonlarsonallen Wealth Advisors, LLCBroker
May 2004 - Present · 21 yrs 9 mos
Previous Registrations
Cap Pro Brokerage Services, INC.Broker
July 2001 - September 2005 · 4 yrs 2 mos
Nuveen InvestmentsBroker
June 1999 - July 2001 · 2 yrs 1 mo
John G. Kinnard and Company, IncorporatedBroker
November 1989 - May 1999 · 9 yrs 6 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.