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Home > Retirement Planners > arizona > phoenix > CLAREMONT CAPITAL MANAGEMENT, LLC
CLAREMONT CAPITAL MANAGEMENT, LLC
333 E Osborn Road
Suite 300
Phoenix, Arizona 85012
Tel: 602-222-2135
About CLAREMONT CAPITAL MANAGEMENT, LLC
CLAREMONT CAPITAL MANAGEMENT, LLC, formally registered with the SEC as CLAREMONT CAPITAL MANAGEMENT, LLC. The firm was established in 09/30/2010. They have over 2 offices throughout the country.
CLAREMONT CAPITAL MANAGEMENT, LLC is a Phoenix, Arizona based Financial Planning firm with nearly $734,852,143 assets under management, offering retirement planning & investment advisory services to 26 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 155189 |
| SEC# | 801-71872 |
| Assets Managed by Firm | $734,852,143 |
| No. of Clients | 26 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 26 | $734,852,143 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $869,785 |
| High net worth individuals | 16 | $189,333,938 |
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