Overview
Assets Under Management: $141 million
Headquarters: ROSEVILLE, CA
High-Net-Worth Clients: 38
Average Client Assets: $3 million
Frequently Asked Questions
ST. CLAIR FINANCIAL 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 #151251), ST. CLAIR FINANCIAL is subject to fiduciary duty under federal law.
ST. CLAIR FINANCIAL is headquartered in ROSEVILLE, CA.
ST. CLAIR FINANCIAL serves 38 high-net-worth clients according to their SEC filing dated February 27, 2026. View client details ↓
According to their SEC Form ADV, ST. CLAIR FINANCIAL offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
ST. CLAIR FINANCIAL manages $141 million in client assets according to their SEC filing dated February 27, 2026.
According to their SEC Form ADV, ST. CLAIR FINANCIAL 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: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.98
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 282
Discretionary Accounts: 261
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 151251
Filing ID: 2051336
Last Filing Date: 2026-02-27 14:46:26