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Building 2CLAY NORTHAM WEALTH MANAGEMENT

Map pinSEAL BEACH, CA
Phone562-799-5547
NotebookSEC #801-72737
Total AUM
$43.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3020 OLD RANCH PARKWAY
SUITE 300
SEAL BEACH
CA 90740
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
562-799-5547

ReceiptFinancials

Total AUM
$43.3M
Accounts
546
Discretionary
$43.2M
Accounts
545
Non-Discretionary
$109K
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

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

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