CliftonLarsonAllen LLP

CliftonLarsonAllen LLP

CliftonLarsonAllen LLP

Overview
Date Founded

1960

Headquarters

220 south 6th street 300, minneapolis, mn 55402 usa

Type of Company

Private

Employees (Worldwide)

4,786

Industries

Accounting & Financial Services
Investment Services & Portfolio Management
Other Business & Consulting Services
Human Resources & Personnel Services

Company Description

CliftonLarsonAllen LLP provides wealth advisory, outsourcing, and public accounting services. It also offers audit and assurance, consulting, international, outsourcing, individual and business tax, and wealth advisory services. The company is headquartered in Minneapolis, MN.

Contact Data
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Executives & Employees

Chief Information Officer

Chief Learning Officer

Chief Outsourcing Officer

Chief Strategy Officer

Chief Executive Officer, Cliftonlarsonallen Wealth Advisors, LLC

Chief Industry Officer

Chief Industry Officer

Chief Industry Officer, Health Care

Chief Practice Officer, Midwest

Chief Practice Officer, Eastern Midwest

Board of Directors

Chief Practice Officer — Western at CliftonLarsonAllen Wealth Advisors LLC

Managing Partner at CliftonLarsonAllen LLP

Chief Industry Officer at CliftonLarsonAllen LLP

Chief Practice Officer, Midwest at CliftonLarsonAllen LLP

Chief Industry Officer at CliftonLarsonAllen LLP

Principal at CliftonLarsonAllen LLP

Chief Assurance Officer at CliftonLarsonAllen Wealth Advisors LLC

Former Chief Business Officer at CliftonLarsonAllen LLP

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Recent Transactions
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Proman SAS, Paramount Staffing, Inc. purchase Employment Staffing Group, Inc. from Employment Staffing, Inc.

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Alerus Financial Corp. issued USD Common Stock

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Lloyds Development Capital (Holdings) Ltd., Fishawack Communications Ltd., Fishawack Holdco Ltd. purchase 2e Creative, Inc.

Transaction Clients
Investment Advisor

Advised on Lloyds Development Capital (Holdings) Ltd., Fishawack Communications Ltd., Fishawack Holdco Ltd. purchase 2e Creative, Inc.

Auditor

Advised on Alerus Financial Corp. issued USD Common Stock

Auditor

Advised on Bridgewater Bancshares, Inc. issued USD Common Stock

Advisors & Consultants
Real Estate Agent

Senior Managing Director at Newmark Knight Frank

Clients

The New Mexico Educational Retirement Board (NMERB) establishes policy relating to the investments of the system. The organization employs in-house investment managers and contracts with outside companies to manage the investment of funds. NMER adheres to an asset allocation discipline, investing primarily in large-cap US stocks. They invest for the long term and they do not use processes that rely exclusively on market timing activity. NMERB employs a mix of active and passive investments. Their valuation and analysis efforts focus on fundamentally based processes.

CalSTRS is administered by a 12-member Teachers' Retirement Board. Their Investment Committee's objectives are set forth in the California Constitution and the California Education Code. The Teachers Retirement Fund is a special trust fund established by law that holds the assets of the following programs: Defined Benefit, Defined Benefit Supplement and Cash Balance Benefit. The assets come from contributions by members, employing school districts and the State of California. The funds investments create a stream of income to add to those assets. The CalSTRS portfolio has broadly diversified holdings in seven categories: Global Equity, Fixed Income, Real Estate, Private Equity, Cash, Inflation Sensitive and Overlay. CalSTRS often engages in shareholder activism.

BRADLEY UNIVERSITY IS COMMITTED TO NURTURING THE MULTIFACETED DEVELOPMENT OF STUDENTS TO ENABLE THEM TO BECOME LEADERS, INNOVATORS, AND PRODUCTIVE MEMBERS OF SOCIETY. OUR GRADUATES ARE PREPARED FOR LIFE AND PROFESSIONS IN A CHANGING WORLD AND THEY ARE ABLE TO CROSS ACADEMIC, GEOGRAPHIC, AND CULTURAL BOUNDRIES. A BRADLEY EDUCATION IS CHARACTERIZED BY SMALL CLASSES, ACTIVE LEARNING, MENTORING BY HIGHLY QUALIFIED FACULTY, CHALLENGING ACADEMIC PROGRAMS, OPPORTUNITIES FOR STUDY ABROAD, AND NUMEROUS CO-CURRICULAR ACTIVITIES.WE RECRUIT, DEVELOP, AND SUPPORT FACULTY WHO ARE PASSIONATE EDUCATORS AND OUTSTANDING SCHOLARS WHOSE RESEARCH AND CREATIVE CONTRIBUTIONS BENEFIT SOCIETY. WE EXPECT AND REWARD PEDAGOGY AND SCHOLARSHIP OF EXCEPTIONAL QUALITY AND INFLUENCE.

Key Stats and Financials As of 2019
Market Capitalization
Total Enterprise Value
Earnings Per Share
Revenue
$755M
Non-Profit Donations & Grants
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