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Vice President, Chief Financial Officer · Clelland & Company Inc

Hannah C. O'Loughlin

CRD 4281239 · Named on Form ADV at one SEC-registered adviser

At a glance

Clelland & Company Inc, an SEC-registered asset manager based in SAN Diego, CA with $466 million in regulatory assets, lists Hannah C. O'Loughlin on its Form ADV as Vice President, Chief Financial Officer, a control person.

Firms and roles

  • Clelland & Company IncVice President, Chief Financial OfficerAsset manager · SAN Diego, CA · $466M in regulatory assets

AtlasMembers

Hannah’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Matthew D. MedeirosPresident, Chief Executive Officer, Chief Compliance Officer, Clelland & Company Inc

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Hannah’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.