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Building 2ALVIN CLAY FINANCIAL ADVISORS, LLC

Map pinJENKINTOWN, PA
Phone267-626-2382
NotebookSEC #801-132864
Total AUM
$186.6M
Employees
5
Clients
178

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
309 YORK ROAD
SUITE 215
JENKINTOWN
PA 19046
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
267-626-2382

ReceiptFinancials

Total AUM
$186.6M
Accounts
446
Discretionary
$186.6M
Accounts
446
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
124
AUM
$34.1M
HNW Individual Clients
48
AUM
$132.7M
Pension/Profit Sharing Plan Clients
1
AUM
$8.8M
Charitable Organization Clients
4
AUM
$10.6M
Corporation or Business Clients
1
AUM
$296.6K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJPA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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