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Building 2ROMAIN WALSH CLEROU PROFESSIONAL INVESTMENT MGMT

Map pin
Phone707-938-2220
NotebookSEC #801-56616
Total AUM
$67.6M
Employees
3
Clients
0

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
$67.6M
Accounts
33
Discretionary
$67.6M
Accounts
33
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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

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