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Building 2ROMAIN WALSH CLEROU PROFESSIONAL INVESTMENT MGMT

Map pin
Phone707-938-2220
NotebookSEC #801-117755
Total AUM
$218.9M
Employees
1
Clients
42

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
707-938-2220

ReceiptFinancials

Total AUM
$218.9M
Accounts
42
Discretionary
$218.9M
Accounts
42
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
9
AUM
$1.7M
HNW Individual Clients
33
AUM
$217.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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