Claremont Financial Group,inc.
Claremont Financial Group,inc. is an SEC-registered mass-market adviser in Claremont, CA with $140.0M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Claremont Financial Group,inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107806, SEC 801-57506, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $140.0M (2026-03-12)
- Firm type
- Mass-Market Adviser
- Location
- Claremont, CA
- Employees
- 4
- Clients
- 275
- CRD
- 107806
- Ownership
- FAY, JOHN, MICHAEL; SCALZO, NICHOLAS, B; DAVIDSON, BRUCE, LEROY; SCALZO, NICHOLAS, BRAUN; SCALZO, GAETAN, THOMAS
How much AUM does Claremont Financial Group,inc. have?
Claremont Financial Group,inc. reported $140.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Claremont Financial Group,inc.?
Disclosed owners and executives of Claremont Financial Group,inc. include FAY, JOHN, MICHAEL, SCALZO, NICHOLAS, B, DAVIDSON, BRUCE, LEROY, SCALZO, NICHOLAS, BRAUN, SCALZO, GAETAN, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.