CLAYTON PARTNERS LLC

3160 College Avenue
Suite 203
Berkeley, California 94705
Tel: 415-296-5070

About CLAYTON PARTNERS LLC

CLAYTON PARTNERS LLC, formally registered with the SEC as CLAYTON PARTNERS LLC. The firm was established in 04/08/2015. They have over 1 offices throughout the country.

CLAYTON PARTNERS LLC is a Berkeley, California based Financial Planning firm with nearly $151,868,950 assets under management, offering retirement planning & investment advisory services to 94 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127546
SEC#	801-85190
Assets Managed by Firm	$151,868,950
No. of Clients	94
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	94	$151,868,950
Individuals (other than high net worth individuals)	38	$10,808,950
High net worth individuals	20	$91,859,400

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