Family Office

Clelland & Company

Clelland & Company is a US investment adviser founded in 1989, headquartered in San Diego, California, with an additional office in Denver, Colorado.As of December 31, 2024, the firm managed $351m on a discretionary basis and $81.4m on a non-discretionary basis.

Assets Under Management
$250M-$1B
Headquarters
San Diego, California

Decision-makers

Matthew D. Medeiros
President & Chief Executive Officer
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