Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
1,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$953.8M

Fee Structure

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Location

21250 Hawthorne Boulevard, Suite 560, Torrance, CA, 90503

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Clg LLC
April 2025 - Present · 10 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.