Canyon Clo Advisors LLC

CRD#226636
Investment Advisor Firm

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Overview

Canyon Clo Advisors LLC is an advisory firm based in Los Angeles, California. Canyon Clo Advisors LLC oversees $3.3 billion in total assets across eight customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management (AUM). The company has a large group of 177 employees, including 50 financial advisors. Canyon Clo Advisors LLC is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets such as equities, options and bonds.

Canyon Clo Advisors LLC manages all of its accounts in a discretionary manner. Discretionary management means that transaction decisions for the client's account are made by an investment advisor without needing to seek client approval. The investment advisory firm's typical account size is $410.2 million. The average financial advisor at Canyon Clo Advisors LLC manages fewer than one client account, making it one of the most individualized advisor firms in the country.

The company's headquarters is located at 2000 Avenue Of The Stars, Los Angeles, California 90067. It is registered to provide services to clients in the state of California.

Assets Under Management

$3.3 billion

Number of Advisors

50

Disclosures

No

Office Location

2000 Avenue Of The Stars
Los Angeles, CA 90067

Canyon Clo Advisors LLC by the Numbers

Total Assets Under Management

$3.3 billion

National Average: $3.7 billion
Total Number of Employees

177

National Average: 29
Total Number of Accounts

8

National Average: 2,073
Average Account Size

$410.2 million

National Average: $1.8 million

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Fee Structure

Fees charged by financial advisors largely vary depending on which service is offered. However, fee types charged by Canyon Clo Advisors LLC can be comprised of the following fee types: asset-based or performance-based. The company does not provide a wrap fee program, in which the firm offers a service bundle for a single fee.

Available

  • Offered by 74% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 17% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

Unavailable

  • Find one of the 35% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The company works with pooled investment vehicles and corporations. Out of its eight clients, Canyon Clo Advisors LLC's largest client by number of accounts is pooled investment vehicles. Around 100% of the company's accounts reside abroad.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Canyon Clo Advisors LLC does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA