Clg LLC
Long Beach, CA·SEC-registered · CRD #282605
Clg LLC is an SEC-registered investment advisory firm in Long Beach, CA managing $1.1B across 2.8k client accounts, with 23 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.1B
Client accounts
2.8k
Advisory staff
23
Fee model
Fee-based
How Clg LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Clg LLC
How much does Clg LLC manage?
Per its most recent SEC Form ADV filing (02/09/2026), Clg LLC reports $1.1B in regulatory assets under management across roughly 2.8k client accounts.
How does Clg LLC charge?
Clg LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Clg LLC a fiduciary?
Yes. Clg LLC is registered with the U.S. Securities and Exchange Commission (CRD #282605), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Clg LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Clg LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Clg LLC's public SEC Form ADV filing (CRD #282605, filed 02/09/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Clg LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Clg LLC? Claim this profile.