CLAREMONT FINANCIAL GROUP,INC.

CLAREMONT, California·4 registered advisors·CRD# 107806
SEC# 801-575061909-624-9200
01

Firm Overview

AUM
$110M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CLAREMONT FINANCIAL GROUP,INC.

4 registered advisors
Bruce Leroy Davidson
CLAREMONT, California
Gaetan Thomas Scalzo
CLAREMONT, California
John Michael Fay
CLAREMONT, California
Matthew John Turnbull
CLAREMONT, California
05

Office Locations

CLAREMONT, California
4 advisors

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Data sourced from SEC Form ADV filings. CLAREMONT FINANCIAL GROUP,INC. (CRD# 107806) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.