ST. CLAIR ADVISORS, LLC

6120 Parkland Blvd.
Suite 306
Mayfield Heights, Ohio 44124-6129
Tel: 440-925-5670

About ST. CLAIR ADVISORS, LLC

ST CLAIR ADVISORS, LLC, formally registered with the SEC as ST CLAIR ADVISORS, LLC. The firm was established in 09/23/2010. They have over 1 offices throughout the country.

ST. CLAIR ADVISORS, LLC is a Mayfield Heights, Ohio based Financial Planning firm with nearly $871,993,851 assets under management, offering retirement planning & investment advisory services to 536 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155064
SEC#	801-71857
Assets Managed by Firm	$871,993,851
No. of Clients	536
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (TAX PLANNING AND TAX COMPLIANCE)

Firm Client Information

	No. of Clients	AUM
Firm Total	536	$871,993,851
Individuals (other than high net worth individuals)	45	$14,241,197
High net worth individuals	94	$844,237,083
Charitable organizations	1	$13,515,571

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Firm Name	Assets Under Management	Total Clients	Total Advisors

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