Clifford Swan Investment Counselors Revenue

Financial Services • Pasadena, California, United States • 21-50 Employees

Clifford Swan Investment Counselors revenue & valuation

Annual revenue	$250,000,000
Revenue per employee	$5,435,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$800,000,000
Total funding	No funding

Key Contacts at Clifford Swan Investment Counselors

Daniel Mintz

Director Of Equity Research

Elliott Hollingsworth

Director Of Counseling

Peter J. Boyle

Chief Executive Officer

Ralph Weil

Owner

Company overview

Headquarters	177 E Colorado Bvld, Suite 550, Pasadena, CA 91105, US
Phone number	+16267922228
Website	cliffordswan.com
NAICS	52
SIC	628
Founded	1915
Employees	21-50
Socials

Clifford Swan Investment Counselors Email Formats

Clifford Swan Investment Counselors uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@cliffordswan.com), used 69.4% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@cliffordswan.com	69.4%
{first name}{last name}	johndoe@cliffordswan.com	25%
{last name}{last name}	doedoe@cliffordswan.com	5.6%

About Clifford Swan Investment Counselors

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

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

C-Suite

Manager

Employees by Department

Clifford Swan Investment Counselors has 19 employees across 8 departments.

Departments

Number of employees

Funding Data

Clifford Swan Investment Counselors has never raised funding before.

Clifford Swan Investment Counselors Tech Stack

Discover the technologies and tools that power Clifford Swan Investment Counselors's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Salesforce Marketing Cloud Account Engagement

Marketing automation

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

Google Tag Manager

Tag managers

HubSpot CMS Hub

CMS

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

HubSpot

Marketing automation

Bootstrap

UI frameworks

Frequently asked questions

Clifford Swan Investment Counselors is located in Pasadena, California, US.

You can reach Clifford Swan Investment Counselors at +16267922228.

Clifford Swan Investment Counselors generates an estimated annual revenue of $250,000,000. This revenue figure reflects the company's market position and business performance in its industry.

Clifford Swan Investment Counselors has an estimated valuation of $800,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Clifford Swan Investment Counselors was founded in 1915, making it 111 years old. The company has established itself as a significant player in its industry over this time.

Clifford Swan Investment Counselors has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.