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Building 2CLAY NORTHAM WEALTH MANAGEMENT

Map pinHUNTINGTON BEACH, CA
Phone562-431-9988
NotebookSEC #801-110283
Total AUM
$354.9M
Employees
2
Clients
420

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16400 PACIFIC COAST HIGHWAY
SUITE 207
HUNTINGTON BEACH
CA 92649
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
562-431-9988
Other Offices
1

ReceiptFinancials

Total AUM
$354.9M
Accounts
1,108
Discretionary
$354.9M
Accounts
1,108
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
311
AUM
$91.3M
HNW Individual Clients
109
AUM
$263.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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