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Home > Retirement Planners > missouri > st louis > CLAYTON FINANCIAL GROUP, LLC
CLAYTON FINANCIAL GROUP, LLC
165 North Meramec Suite 130
St. Louis, Missouri 63105
Tel: (314) 446-3250
About CLAYTON FINANCIAL GROUP, LLC
CLAYTON FINANCIAL GROUP, LLC, formally registered with the SEC as CLAYTON FINANCIAL GROUP, LLC. The firm was established in 06/02/2015. They have over 1 offices throughout the country.
CLAYTON FINANCIAL GROUP, LLC is a St. Louis, Missouri based Financial Planning firm with nearly $1,736,034,368 assets under management, offering retirement planning & investment advisory services to 3544 clients. The firm is staffed with 23 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 226729 |
| SEC# | 801-97344 |
| Assets Managed by Firm | $1,736,034,368 |
| No. of Clients | 3544 |
| No. of Advisors | 23 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3544 | $1,736,034,368 |
| Individuals (other than high net worth individuals) | 337 | $173,250,826 |
| High net worth individuals | 405 | $1,380,643,721 |
| Pension and profit sharing plans | 26 | $170,614,773 |
| Charitable organizations | 7 | $11,525,048 |
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