Overview
Assets Under Management: $187 million
Headquarters: JENKINTOWN, PA
High-Net-Worth Clients: 48
Average Client Assets: $2.8 million
Frequently Asked Questions
ALVIN CLAY FINANCIAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #226655), ALVIN CLAY FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
ALVIN CLAY FINANCIAL ADVISORS, LLC is headquartered in JENKINTOWN, PA.
ALVIN CLAY FINANCIAL ADVISORS, LLC serves 48 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, ALVIN CLAY FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
ALVIN CLAY FINANCIAL ADVISORS, LLC manages $187 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, ALVIN CLAY FINANCIAL ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.15%
Average Client Assets: $2.8 million
Total Client Accounts: 446
Discretionary Accounts: 446
Regulatory Filings
CRD Number: 226655
Filing ID: 2078112
Last Filing Date: 2026-03-27 09:57:51