Clanco Management Corp. (Cleveland)

Clanco Management Corp provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Clanco Management Corp: assets under management

The assets under management (AUM) of Clanco Management Corp. is $784.11 million. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $587.38 million in discretionary accounts and $196.73 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.13 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $98.36 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Clanco Management Corp. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Based in Cleveland

The principal office where Clanco Management Corp. performs its advisory services is located at 30195 Chagrin Blvd., Suite 250, Cleveland, OH 44124, 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 216-831-9667 or by fax 216-831-3779. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.clanco.com.

Registered investment advisers similar to Clanco Management Corp.

• Sonora Investment Management
• Ssb Private Management
• Oakmont Corporation
• Oakwood Capital Management
• Steinberg Asset Management
• Steinberg Priest Capital Management
• Enright Premier Wealth Advisors
• The Mutual Fund Store, Kansas City
• Tse Capital Management
• Pfingsten Partners, L.L.C
• Atwood & Palmer
• The Winchester Group
• James C. Edwards & Co.
• Ambrose Asset Management
• The Central Trust Bank