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Jeffrey Valentine St. Claire

BLUME CAPITAL MANAGEMENT, INC.·BERKELEY, California
Unclaimed Profile
1708 SHATTUCK AVE., BERKELEY, CA 94709CRD# 3119309Firm CRD# 111768
01

About

Jeffrey Valentine St. Claire is a registered financial advisor based in BERKELEY, California, affiliated with BLUME CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
BLUME CAPITAL MANAGEMENT, INC.
BLUME CAPITAL MANAGEMENT, INC.
AUM
$640M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BLUME CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3119309
Firm CRD# 111768
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Valentine St. Claire offer?
Jeffrey Valentine St. Claire specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in BERKELEY, California for a consultation.
What are Jeffrey Valentine St. Claire's credentials?
Jeffrey Valentine St. Claire is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Valentine St. Claire located?
Jeffrey Valentine St. Claire is based in BERKELEY, California, working with BLUME CAPITAL MANAGEMENT, INC.. Their office serves clients in the BERKELEY metropolitan area and surrounding communities.
How does Jeffrey Valentine St. Claire charge for services?
Jeffrey Valentine St. Claire's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUME CAPITAL MANAGEMENT, INC.?
BLUME CAPITAL MANAGEMENT, INC. has approximately 6 employees and manages $640M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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