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Brian Matthew Clay

CLAY NORTHAM WEALTH MANAGEMENT, LLC·HUNTINGTON BEACH, California
Unclaimed Profile
16400 PACIFIC COAST HIGHWAY, HUNTINGTON BEACH, CA 92649CRD# 4227797Firm CRD# 159002
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CLAY NORTHAM WEALTH MANAGEMENT, LLC
CLAY NORTHAM WEALTH MANAGEMENT
AUM
$249M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CLAY NORTHAM WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4227797
Firm CRD# 159002
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in HUNTINGTON BEACH
Darren Scott Northam — CLAY NORTHAM WEALTH MANAGEMENT, LLCMaria Kutscher — ALLOVEST ADVISORY SERVICES, LLCGary Dean Kutscher — ALLOVEST ADVISORY SERVICES, LLCTheodore Knox Gregory — GREGORY ADVISORS INCORPORATEDMary Katherine Gregory — GREGORY ADVISORS INCORPORATED
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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