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CLAYTON PARTNERS LLC
CLAYTON PARTNERS LLC
BERKELEY, California
·
4 registered advisors
·
CRD# 127546
SEC# 801-85190
0
415-296-5070
01
Firm Overview
AUM
$152M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at CLAYTON PARTNERS LLC
4 registered advisors
Alex Gates
BERKELEY, California
CRD# 6842445
Brian Guy Lancaster
BERKELEY, California
CRD# 2636780
Gregory Wayne Johnson
SAN FRANCISCO, California
CRD# 5111140
Jason Gordon Stankowski
BERKELEY, California
CRD# 2331752
05
Office Locations
BERKELEY, California
3 advisors
SAN FRANCISCO, California
1 advisor
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Data sourced from SEC Form ADV filings. CLAYTON PARTNERS LLC (CRD# 127546) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.