Clifford Swan Investment Counselors

www.cliffordswan.com

Clifford Swan Investment Counselors advises individuals, families and mid-sized institutions, crafting personalized strategies for wealth preservation and growth. Completely independent, we employ a disciplined, long-term approach toward investment management. To help our clients with both the responsibilities and the possibilities of significant wealth, we use our experience and expertise to collaboratively address issues of wealth transfer and family education. Social Media Disclosures: http://www.cliffordswan.com/socialmediadisclosures

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Clifford Swan Investment Counselors advises individuals, families and mid-sized institutions, crafting personalized strategies for wealth preservation and growth. Completely independent, we employ a disciplined, long-term approach toward investment management. To help our clients with both the responsibilities and the possibilities of significant wealth, we use our experience and expertise to collaboratively address issues of wealth transfer and family education. Social Media Disclosures: http://www.cliffordswan.com/socialmediadisclosures

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Country

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State

California

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City (Headquarters)

Pasadena

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Employees

11-50

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Founded

1915

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Chairman of the Board , President

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Compliance Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Director

    Email ****** @****.com
    Phone (***) ****-****
  • Marketing and Communications Manager

    Email ****** @****.com
    Phone (***) ****-****

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