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Building 2CARPENTER, CLAYDON ADVISORS, INC.

Map pinMAITLAND, FL
Phone407-843-0316
NotebookSEC #801-67751
Total AUM
$294.9M
Employees
3
Clients
249

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
557 N. WYMORE ROAD
SUITE 201
MAITLAND
FL 32751
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
407-843-0316

ReceiptFinancials

Total AUM
$294.9M
Accounts
404
Discretionary
$0
Accounts
0
Non-Discretionary
$294.9M
Accounts
404

ContactClients

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Individual Clients
51
AUM
$20.8M
HNW Individual Clients
188
AUM
$240.2M
Pension/Profit Sharing Plan Clients
10
AUM
$33.9M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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