Clanco Management Corp. is a large advisory firm based in Cleveland. It manages $784.11 million of regulatory assets for 278 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Florida, Hawaii, and 3 other states.
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.
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 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. 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.
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.