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Home > Retirement Planners > florida > maitland > CARPENTER, CLAYDON ADVISORS, INC.
CARPENTER, CLAYDON ADVISORS, INC.
557 N. Wymore Road
Suite 201
Maitland, Florida 32751
Tel: 407-843-0316
About CARPENTER, CLAYDON ADVISORS, INC.
CARPENTER, CLAYDON ADVISORS, INC, formally registered with the SEC as CARPENTER, CLAYDON ADVISORS, INC. The firm was established in 04/13/2007. They have over 1 offices throughout the country.
CARPENTER, CLAYDON ADVISORS, INC. is a Maitland, Florida based Financial Planning firm with nearly $266,629,139 assets under management, offering retirement planning & investment advisory services to 420 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 143516 |
| SEC# | 801-67751 |
| Assets Managed by Firm | $266,629,139 |
| No. of Clients | 420 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (ASSET ALLOCATION AND PORTFOLIO MONITORING/REVIEW SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 420 | $266,629,139 |
| Individuals (other than high net worth individuals) | 75 | $24,080,266 |
| High net worth individuals | 89 | $212,301,803 |
| Pension and profit sharing plans | 10 | $30,247,070 |
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