CLA FINANCIAL ADVISORS, LLC
CLA FINANCIAL ADVISORS, LLC of NORTHBROOK, IL is an SEC-registered investment adviser (CRD 156438). Regulatory assets under management: $154.9M.
Registration
- CRD: 156438
- SEC file number: 801-77662
- Type: Registered investment adviser
- Location: 1432 TECHNY ROAD, NORTHBROOK, IL, 60062
- Phone: 847-504-8400
- Latest filing: 2016-03-07
- Regulatory AUM: $154.9M
- Discretionary AUM: $153.4M
- Non-discretionary AUM: $1.5M
- Clients: 5
- Accounts: 1,435
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| SADZEWICZ GERY JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| O'HARA STEPHEN PATRICK | MANAGING MEMBER | — |
| FLIEGEL JOEL ADAM | COO | — |
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