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David Matthew Clayman

TWELVE POINTS WEALTH MANAGEMENT LLC·CONCORD, Massachusetts
Unclaimed Profile
9 POND LANE, CONCORD, MA 01742CRD# 2892042Firm CRD# 171107
01

About

David Matthew Clayman is a registered financial advisor based in CONCORD, Massachusetts, affiliated with TWELVE POINTS WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
TWELVE POINTS WEALTH MANAGEMENT LLC
TWELVE POINTS WEALTH MANAGEMENT
AUM
$1.2B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at TWELVE POINTS WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2892042
Firm CRD# 171107
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Matthew Clayman offer?
David Matthew Clayman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CONCORD, Massachusetts for a consultation.
What are David Matthew Clayman's credentials?
David Matthew Clayman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Matthew Clayman located?
David Matthew Clayman is based in CONCORD, Massachusetts, working with TWELVE POINTS WEALTH MANAGEMENT LLC. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does David Matthew Clayman charge for services?
David Matthew Clayman'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 TWELVE POINTS WEALTH MANAGEMENT LLC?
TWELVE POINTS WEALTH MANAGEMENT LLC has approximately 18 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Timothy L Dibble — ALTA COMMUNICATIONS, INC.Brian W Mcneill — ALTA COMMUNICATIONS, INC.Byron Ewart Woodman — MONUMENT GROUP WEALTH ADVISORS, LLCLee Christopher Mcgowan — MONUMENT GROUP WEALTH ADVISORS, LLCEileen M Toti — ALTA COMMUNICATIONS, INC.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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