CliftonLarsonAllen Wealth Advisors
Multi family office in Minneapolis, United States, founded 2012; focus on real estate, fintech and climate.
USEFUL FOR Co-investors
Identity
- HEADQUARTERS
- Minneapolis, United States
- FOUNDED
- 2012
Investment approach
- ROUTES
- Companies (own capital)
Overview
Founded in 2012, this multi family office has its headquarters in Minneapolis, United States. Its sector focus covers real estate, fintech and climate. It invests directly in companies; 2 people are named on its team.
People
- Clayton BlandChief Wealth Advisory Officer · source
- Tony HalladaPrincipal · source
Frequently asked questions
CliftonLarsonAllen Wealth Advisors is a multi family office based in Minneapolis, the United States, founded in 2012.
CliftonLarsonAllen Wealth Advisors invests its own capital into companies.
CliftonLarsonAllen Wealth Advisors invests in Real Estate & PropTech, Fintech and Climate & Energy.
Key people at CliftonLarsonAllen Wealth Advisors include Clayton Bland (Chief Wealth Advisory Officer) and Tony Hallada (Principal).