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Building 2CLAYTON FINANCIAL GROUP, LLC

Map pinST. LOUIS, MO
Phone(314) 446-3250
NotebookSEC #801-97344
Total AUM
$793.8M
Employees
7
Clients
248

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
165 NORTH MERAMEC SUITE 130
ST. LOUIS
MO 63105
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
(314) 446-3250

ReceiptFinancials

Total AUM
$793.8M
Accounts
1,306
Discretionary
$321.6M
Accounts
512
Non-Discretionary
$472.2M
Accounts
794

ContactClients

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Individual Clients
76
AUM
$33.6M
HNW Individual Clients
167
AUM
$746.7M
Charitable Organization Clients
5
AUM
$13.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILKSLAMAMNMONCNENHNYTNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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