Claremont Financial Group,inc.

Claremont Financial Group,inc. (CRD# 107806) is a financial advisory firm headquartered in Claremont, CA. They manage $91,261,000 in 705 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    705
    ACCOUNTS
  • Average Account Value
    $129,448
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

Financial Advisors at Claremont Financial Group,inc.
Showing 1 - 4 of 4 top financial advisors.
1
Gaetan T. Scalzo
CRD#: 2898363
464 North Indian Hill Blvd., Claremont, CA 91711
96
Wealthminder
score

Gaetan Scalzo (CRD# 2898363) is an Investment Advisor Representative working at Claremont Financial Group,inc. in Claremont, CA and has over 20 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.

2
Bernard J. Cullen
CRD#: 2439958
250 W. First Street #216, Claremont, CA 91711
93
Wealthminder
score

Bernard Cullen (CRD# 2439958) 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.

3
Matthew J. Turnbull
CRD#: 3020996
245 Fischer Avenue, Costa Mesa, CA 92626
93
Wealthminder
score

Matthew Turnbull (CRD# 3020996) is an Investment Advisor Representative working at Claremont Financial Group,inc. in Costa Mesa, CA and has over 19 years of experience in the finance industry.

4
Nicholas B. Scalzo
CRD#: 2486415
464 North Indian Hill Blvd., Claremont, CA 91711
86
Wealthminder
score

Nicholas Scalzo (CRD# 2486415) 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.

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