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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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