CARPENTER, CLAYDON ADVISORS, INC.
Total AUM
$294.9M
Employees
3Clients
249Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
557 N. WYMORE ROAD
SUITE 201
MAITLAND
FL 32751
United States
SUITE 201
MAITLAND
FL 32751
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
407-843-0316
Financials
Total AUM
$294.9M
Accounts
404Discretionary
$0
Accounts
0Non-Discretionary
$294.9M
Accounts
404
Clients
Individual Clients
51AUM
$20.8M
HNW Individual Clients
188AUM
$240.2M
Pension/Profit Sharing Plan Clients
10AUM
$33.9M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ASSET ALLOCATION AND PORTFOLIO MONITORING/REVIEW SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FL
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.