CLAYTON PARTNERS LLC - Financial Advisor in California, Berkeley

Tel: 415-296-5070 3160 College Avenue Suite 203 Berkeley, California 94705

About CLAYTON PARTNERS LLC

CLAYTON PARTNERS LLC is a Berkeley, California based financial advisory firm with nearly $151,868,950 in assets under management and provides investment advisory services for 94 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

127546

Firm SEC#:

801-85190

Assets Under Management:

$151,868,950

No. of Clients:

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Performance Based

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