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Clune & Associates
Founded in 1987 and headquartered in Chicago, Illinois, Clune & Associates operates as an independently registered investment advisor. Its client base spans...
Clune & Associates
Founded in 1987 and headquartered in Chicago, Illinois, Clune & Associates operates as an independently registered investment advisor. Its client base spans individuals, high-net-worth households, and business entities. Clune & Associates provides discretionary portfolio management and comprehensive financial planning. Specific asset-class allocations, named portfolio holdings, or co-investment activity are not documented in available public sources. The firm maintains a single office in Chicago. No adjacent philanthropic vehicles, club memberships, or real-asset operating arms are recorded in public filings or industry databases. No recent operational events or personnel moves have been reported in the trade press or regulatory updates over the last 24 months. Clune & Associates is structurally defined by its independence and longevity — a multi-decade RIA with no parent bank, no broker-dealer affiliation, and no publicly disclosed external capital partners. This architecture creates a clean fiduciary alignment uncommon in bank-owned wealth units, though the firm's low public profile limits visibility into its current investment posture.
General information
Firm type
Bank / Wealth / Trust
Year founded
1987
Location
Region
North America
Country
United States
City
Chicago
Corporate office
Chicago, United States
Frequently asked questions
Is Clune & Associates affiliated with a larger financial institution?
No. Public regulatory filings show Clune & Associates operates as an independent registered investment advisor with no parent bank, broker-dealer, or institutional capital partner. This independence removes the product-push incentives that can exist inside bank-owned wealth management units.
Does Clune & Associates participate in direct deals or private investments?
Public records do not document any direct private investments, venture exposure, or fund commitment activity. The firm's regulatory profile and disclosed service model point toward liquid-market portfolio management and financial planning, rather than alternatives or direct co-investing.
How large is the client base at Clune & Associates?
Client count and total assets under management are not publicly disclosed. Regulatory filings categorize the firm's advisory clients as individuals, high-net-worth individuals, and business entities, but no granular breakdown or AUM band has been published.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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