Clifton Group Investment Management Co is a large advisory firm based in Minneapolis. It manages $14.46 billion of regulatory assets for 74 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Minnesota and Wisconsin.
Clifton Group Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, 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.
The assets under management (AUM) of Clifton Group Investment Management Co is $14.46 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Clifton Group Investment Management Co for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. 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.
Rosemary Janousek has been acting as President since 1 Apr 1978. Gerald Anthony Kraut joined the executive team most recently as the Evp, Board Chair, Director.
The principal office where Clifton Group Investment Management Co performs its advisory services is located at 309 Clifton Ave, Minneapolis, MN 55403, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number [612] 870-8800 or by fax [612] 870-7236. The normal business hours are 7:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at thecliftongroup.com.