CLAREMONT FINANCIAL GROUP,INC.
Tel: 909-624-9200 464 North Indian Hill Blvd. Claremont, California 91711-4650
About CLAREMONT FINANCIAL GROUP,INC.
CLAREMONT FINANCIAL GROUP,INC. is a Claremont, California based financial advisory firm with nearly $118,987,617 in assets under management and provides investment advisory services for 518 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
107806
Firm SEC#:
801-57506
Assets Under Management:
$118,987,617
No. of Clients:
518
No. of Advisors:
4
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges
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