Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > claremont > CLAREMONT FINANCIAL GROUP,INC.
CLAREMONT FINANCIAL GROUP,INC.
464 North Indian Hill Blvd.
Claremont, California 91711-4650
Tel: 909-624-9200
About CLAREMONT FINANCIAL GROUP,INC.
CLAREMONT FINANCIAL GROUP,INC, formally registered with the SEC as CLAREMONT FINANCIAL GROUP,INC. The firm was established in 05/11/2000. They have over 2 offices throughout the country.
CLAREMONT FINANCIAL GROUP,INC. is a Claremont, California based Financial Planning firm with nearly $118,987,617 assets under management, offering retirement planning & investment advisory services to 518 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107806 |
| SEC# | 801-57506 |
| Assets Managed by Firm | $118,987,617 |
| No. of Clients | 518 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 518 | $118,987,617 |
| Individuals (other than high net worth individuals) | 274 | $60,775,274 |
| High net worth individuals | 31 | $57,527,099 |
| Charitable organizations | Fewer than 5 clients | $685,244 |
More Retirement Planning firms in Claremont, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Claremont, California