Unclaimed Profile

Brian Matthew Clay

CLAY NORTHAM WEALTH MANAGEMENT, LLC·HUNTINGTON BEACH, California

Clean recordCLAY NORTHAM WEALTH MANAGEMENT, LLC

16400 PACIFIC COAST HIGHWAY, HUNTINGTON BEACH, CA 92649CRD# 4227797Firm CRD# 159002

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Matthew Clay · HUNTINGTON BEACH, CA

Registration

CRD #4227797 · CLAY NORTHAM WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brian Matthew Clay is a registered financial advisor based in HUNTINGTON BEACH, California, affiliated with CLAY NORTHAM WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CLAY NORTHAM WEALTH MANAGEMENT, LLC

CLAY NORTHAM WEALTH MANAGEMENT

AUM

$249M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CLAY NORTHAM WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4227797

Firm CRD# 159002

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Matthew Clay offer?

Brian Matthew Clay specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in HUNTINGTON BEACH, California for a consultation.

What are Brian Matthew Clay's credentials?

Brian Matthew Clay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Matthew Clay located?

Brian Matthew Clay is based in HUNTINGTON BEACH, California, working with CLAY NORTHAM WEALTH MANAGEMENT, LLC. Their office serves clients in the HUNTINGTON BEACH metropolitan area and surrounding communities.

How does Brian Matthew Clay charge for services?

Brian Matthew Clay's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLAY NORTHAM WEALTH MANAGEMENT, LLC?

CLAY NORTHAM WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $249M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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