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Bruce Leroy Davidson

CLAREMONT FINANCIAL GROUP,INC.·CLAREMONT, California
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464 NORTH INDIAN HILL BLVD., CLAREMONT, CA 91711-4650CRD# 4409573Firm CRD# 107806
01

About

Bruce Leroy Davidson is a registered financial advisor based in CLAREMONT, California, affiliated with CLAREMONT FINANCIAL GROUP,INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CLAREMONT FINANCIAL GROUP,INC.
CLAREMONT FINANCIAL GROUP,INC.
AUM
$110M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CLAREMONT FINANCIAL GROUP,INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4409573
Firm CRD# 107806
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bruce Leroy Davidson offer?
Bruce Leroy Davidson specializes in Financial Planning, Investment Management. Contact their office in CLAREMONT, California for a consultation.
What are Bruce Leroy Davidson's credentials?
Bruce Leroy Davidson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Leroy Davidson located?
Bruce Leroy Davidson is based in CLAREMONT, California, working with CLAREMONT FINANCIAL GROUP,INC.. Their office serves clients in the CLAREMONT metropolitan area and surrounding communities.
How does Bruce Leroy Davidson charge for services?
Bruce Leroy Davidson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLAREMONT FINANCIAL GROUP,INC.?
CLAREMONT FINANCIAL GROUP,INC. has approximately 4 employees and manages $110M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CLAREMONT
Gaetan Thomas Scalzo — CLAREMONT FINANCIAL GROUP,INC.Paul Mathias Goldensohn — GOULD ASSET MANAGEMENT LLCDonald Paul Gould — GOULD ASSET MANAGEMENT LLCRonald Allan Bilecki — FINANCIAL DESIGNS CORPORATIONHenry Milton Ford — LIFESTEPS FINANCIAL, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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