Clune & Associates is a large advisory firm based in Chicago. It manages $300.58 million of regulatory assets for 568 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 4 other states.
Clune & Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Clune & Associates is $300.58 million. $1.87 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Clune & Associates for their services and products based on a percentage of assets under management, hourly charges, 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, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Eileen Stancati Clune is high net worth individuals with 106 clients and $268.75 million of assets under management. Among the 9 most similar advisory firms, Clune & Associates has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $300.58 million for 165 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 4% of the firm’s clients are foreign persons or businesses.
Clune & Associates doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone 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.
Eileen Stancati Clune has been acting as President since 1 Jan 1988. Randolph C Hardy joined the executive team most recently as the Principal / Chief Compliance Officer.
The principal office where Clune & Associates performs its advisory services is located at 980 N Michigan Avenue Ste 1650, Chicago, IL 60611, which is also the mailing address of the firm. An additional office of the firm is in Wolcott, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-644-6040 or by fax 312-644-5046. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at clune.biz.