Eileen
Clune
Clune & Associates
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About this Advisor
Eileen Clune is a financial advisor based in Vero Beach, Florida, working with Clune & Associates. Eileen has previously held a position at Clune & Associates. Eileen has passed the Series 63 regulatory exam and is registered to provide services in Colorado, Florida, Illinois, and Texas. Currently, Eileen is part of Clune & Associates, which operates out of Vero Beach, Florida. The firm has 2 offices and 5 employees. The firm manages assets totaling $582.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Clune & Associates includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Clune & Associates Brokerage Details
$582,694,631
5
772
$754,786
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Eileen Clune Work History
Clune & Associates
Disclosures
Please visit the SEC profile of Eileen Clune to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Clune & Associates
Chicago, IL
Chicago, IL
Chicago, IL
Vero Beach, FL
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