Cleveland Research Company LLC

Assets Under Management

N/A

Number of Clients

22

Number of Advisors

1

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

N/A

About This Firm

Cleveland Research Company, LLC is an independent research firm focusing on channel research. They provide equity research reports to non-U.S. institutional clients on a non-discretionary basis to help them make better investment and financial decisions. The firm is also a registered broker-dealer.

Fee Structure

Financial Planning:Investment management only

The Adviser charges fees for its research materials based on their current subscription rates, typically billed quarterly in advance. Some clients may pay fees in arrears. If a client cancels their subscription, they will receive a pro rata refund of any unearned subscription fees paid in advance. Other arrangements regarding the payment of subscription fees may be negotiated with clients on a case-by-case basis.

Areas of Practice
Investment Management
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Location

1375 E. 9th Street, Suite 2700, Cleveland, OH, 44114

1 Advisors at this firm