CLAREMONT FINANCIAL GROUP,INC.
SEC Form ADV profile.
Total regulatory AUM
$139,962,948
Discretionary
$136,024,550
Non-discretionary
$3,938,398
Firm details
- CRD number
- 107806
- SEC file number
- 801-57506
- Main office
- CLAREMONT, CA, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.