CARPENTER, CLAYDON ADVISORS, INC. - Financial Advisor in Florida, Maitland

Tel: 407-843-0316 557 N. Wymore Road Suite 201 Maitland, Florida 32751

About CARPENTER, CLAYDON ADVISORS, INC.

CARPENTER, CLAYDON ADVISORS, INC. is a Maitland, Florida based financial advisory firm with nearly $266,629,139 in assets under management and provides investment advisory services for 420 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

143516

Firm SEC#:

801-67751

Assets Under Management:

$266,629,139

No. of Clients:

420

No. of Advisors:

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)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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