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Building 2ST. CLAIR FINANCIAL

Map pinROSEVILLE, CA
Phone(916) 780-1848
NotebookSEC #801-133020
Total AUM
$141.3M
Employees
2
Clients
94

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2140 PROFESSIONAL DRIVE
SUITE 250
ROSEVILLE
CA 95661
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(916) 780-1848

ReceiptFinancials

Total AUM
$141.3M
Accounts
282
Discretionary
$140.1M
Accounts
261
Non-Discretionary
$1.3M
Accounts
21

ContactClients

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Individual Clients
55
AUM
$21M
HNW Individual Clients
38
AUM
$120.1M
Charitable Organization Clients
1
AUM
$245K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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