CLAY NORTHAM WEALTH MANAGEMENT

16400 Pacific Coast Highway
Suite 207
Huntington Beach, California 92649
Tel: 562-431-9988

About CLAY NORTHAM WEALTH MANAGEMENT

CLAY NORTHAM WEALTH MANAGEMENT, formally registered with the SEC as CLAY NORTHAM WEALTH MANAGEMENT. The firm was established in 04/03/2017. They have over 2 offices throughout the country.

CLAY NORTHAM WEALTH MANAGEMENT is a Huntington Beach, California based Financial Planning firm with nearly $301,584,200 assets under management, offering retirement planning & investment advisory services to 1089 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159002
SEC#	801-110283
Assets Managed by Firm	$301,584,200
No. of Clients	1089
No. of Advisors	2

Fee Structure

A percentage of AUM

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	1089	$301,584,200
Individuals (other than high net worth individuals)	292	$81,245,132
High net worth individuals	98	$220,339,068

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