Cls Investment Firm, LLC (Omaha)
By Mia Tucker
Cls Investment Firm, LLC is a large advisory firm based in Omaha. It manages $3.6 billion of regulatory assets for 57,275 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Cls Investment Firm provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Cls Investment Firm: assets under management
The assets under management (AUM) of Cls Investment Firm, LLC is $3.6 billion. The firm's AUM has grown by 63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $3.42 billion in discretionary accounts and $180.57 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $59.65 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $90.28 million.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Cls Investment Firm, LLC for their services and products based on a percentage of assets under management, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Cls Investment Firm, LLC
Todd Patrick Clarke has been acting as President since 1 Feb 2005. Robert Michael Jergovic has served as the Chief Investment Officer since 1 Mar 2002 and Warren Patrick Clarke is the Chief Executive Officer of Cls Investment Firm, LLC family office. Douglas Edward Mccash joined the executive team most recently as the Chief Compliance Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 1 indirect owner.Based in Omaha
The principal office where Cls Investment Firm, LLC performs its advisory services is located at 4020 South 147 Th Street, Omaha, NE 68137, which is also the mailing address of the firm. An additional office of the firm is in Eldorado Hills, CA. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 402-493-3313 or by fax 402-493-2811. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at clsinvest.com.
