Alvin Clay Financial Advisors, LLC
Alvin Clay Financial Advisors, LLC is an SEC-registered wealth manager in Jenkintown, PA with $186.6M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Alvin Clay Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 226655, SEC 801-132864, data through 2026-05-13.
- AUM (assets under management / regulatory AUM)
- $186.6M (2026-05-13)
- Firm type
- Wealth Manager
- Location
- Jenkintown, PA
- Employees
- 5
- Clients
- 178
- CRD
- 226655
- Ownership
- CLAY, ALVIN, ABRAHAM; BALIN, KENNETH, P.; SUSQUEHANNOCK FUND I L.P.; LEONE, PETER; FISHMAN, MARK
How much AUM does Alvin Clay Financial Advisors, LLC have?
Alvin Clay Financial Advisors, LLC reported $186.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-13).
Who owns Alvin Clay Financial Advisors, LLC?
Disclosed owners and executives of Alvin Clay Financial Advisors, LLC include CLAY, ALVIN, ABRAHAM, BALIN, KENNETH, P., SUSQUEHANNOCK FUND I L.P., LEONE, PETER, FISHMAN, MARK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.