Registered Investment Advisors
Clutinger, Williams & Verhoye, Inc. has served individual and corporate accounts for over 47 years. We are registered with the Securities & Exchange Commission, which requires assets under management of at least $100 million. For a current value of assets under management as well as fees and services offered please browse our website or follow this link to view our ADV Part 2 brochure.
Our firm was started in September 1970 by Thomas H. Clutinger and Louis E. “Ed” Williams. Our goal has always been to not only invest for our clients but to educate them on why investment decisions are made based on their goals and risk tolerance. Our current President & CEO, Scott B. Williams, CFA, CFP, joined the firm in February of 1995. After 30 years in downtown San Diego, we moved to our current location in March of 2001.
We love talking investments, so feel free to stop by during normal business hours.
6398 Del Cerro Blvd # 3, San Diego, CA 92120
Monday - Thursday: 7am - 3pm
Friday: 7am - 1pm
Saturday: By appointment
Copyright © 2020 Clutinger, Williams & Verhoye, Inc. - Registered Investment Advisors - All Rights Reserved
CRD# 111082 / SEC# 801-5935