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President, Chief Executive Officer, Chief Compliance Officer · Clelland & Company Inc

Matthew D. Medeiros

CRD 2946332 · 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 Matthew D. Medeiros on its Form ADV as President, Chief Executive Officer, Chief Compliance Officer, a control person.

Firms and roles

  • Clelland & Company IncPresident, Chief Executive Officer, Chief Compliance OfficerAsset manager · SAN Diego, CA · $466M in regulatory assets

AtlasMembers

Matthew’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
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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

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