Broker Check

Client Relationship Summary (Form CRS)

Clelland & Company, Inc. is registered with the Securities and Exchange Commission (SEC) as an Investment Adviser.  This document gives you a summary of the types of services we provide and how you pay for them.  The SEC offers free and simple tools to research firms and financial professionals at investor.gov/CRS, which also provides educational materials about investment advisers, broker-dealers, and investing.


Form CRS