CLG LLC

Overview

CLG LLC is an SEC registered investment adviser based in Long Beach, CA, registered since 2016. It reports $1.1B in assets under management across 2,771 accounts, with 35 employees. It has 23 investment adviser representatives.

Reported AUM

$1.1B

Discretionary

98%

Accounts

2,771

Average account

$406K

Employees

35

Advisory reps

23

Registered since

2016

Jurisdictions

23

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 1 of 1

• Elizabeth Ann Carr Chief Compliance Officer CRD 1830205

Advisory reps 3 of 23

• Alice Claramae Amick Insurance Agent · Investment Adviser Rep CRD 4598378
• Melissa Andrizzi-Sobel Investment Adviser Rep CRD 7691995
• Eric Van Anspach Insurance Agent · Investment Adviser Rep CRD 5911292

20 more advisory reps, with emails, phones and branch locations

Location

Headquarters

4821 E 2nd St
Long Beach, CA 90803

County

Los Angeles

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• SEC registered
• Registered in 23 jurisdictions
• Website: clgwm.com

Every state, with registration dates

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