Claremont Financial Group,inc.

Claremont Financial Group,inc. (CRD# 107806) is a financial advisory firm headquartered in Claremont, CA. They manage $94,118,828 in 512 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    512
    ACCOUNTS
  • Average Account Value
    $183,826
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Claremont Financial Group,inc.
Showing 1 - 3 of 3 top financial advisors.
1
Bernard J. Cullen
CRD#: 2439958
250 W. First Street #216, Claremont, CA 91711

Bernard Cullen (CRD# 2439958) is an Investment Advisor Representative working at Claremont Financial Group,inc. in Claremont, CA and has over 26 years of experience in the finance industry.

2
Gaetan T. Scalzo
CRD#: 2898363
464 North Indian Hill Blvd., Claremont, CA 91711

Gaetan Scalzo (CRD# 2898363) is an Investment Advisor Representative working at Claremont Financial Group,inc. in Claremont, CA and has over 23 years of experience in the finance industry. Gaetan Scalzo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Nicholas B. Scalzo
CRD#: 2486415
464 North Indian Hill Blvd., Claremont, CA 91711

Nicholas Scalzo (CRD# 2486415) is an Investment Advisor Representative working at Claremont Financial Group,inc. in Claremont, CA and has over 26 years of experience in the finance industry.

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