Overview
Assets Under Management: $140 million
Headquarters: CLAREMONT, CA
High-Net-Worth Clients: 35
Average Client Assets: $1.9 million
Frequently Asked Questions
CLAREMONT FINANCIAL GROUP,INC. 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 #107806), CLAREMONT FINANCIAL GROUP,INC. is subject to fiduciary duty under federal law.
CLAREMONT FINANCIAL GROUP,INC. is headquartered in CLAREMONT, CA.
CLAREMONT FINANCIAL GROUP,INC. serves 35 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, CLAREMONT FINANCIAL GROUP,INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CLAREMONT FINANCIAL GROUP,INC. manages $140 million in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, CLAREMONT FINANCIAL GROUP,INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.58%
Average Client Assets: $1.9 million
Total Client Accounts: 540
Discretionary Accounts: 510
Non-Discretionary Accounts: 30
Regulatory Filings
CRD Number: 107806
Filing ID: 2065888
Last Filing Date: 2026-03-12 13:58:18