Claremont Financial Group,inc.

Claremont Financial Group,inc. (CRD# 107806) is a financial advisory firm headquartered in Claremont, CA. They manage $110,300,266 in 545 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
464 North Indian Hill Blvd., Claremont, CA 91711
http://www.claremontfinancial.com
By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    545
    ACCOUNTS
  • Average Account Value
    $202,386
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
The map below shows states where this firm has explicit registration only.

AZ, CA, OR, TX

Financial Advisors at Claremont Financial Group,inc.
Showing 1 - 3 of 3 top financial advisors.
1
Bernard Cullen, financial advisor Claremont CA
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 29 years of experience in the finance industry.

2
Gaetan Scalzo, financial advisor Claremont CA
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 26 years of experience in the finance industry.

3
Gaetano Scalzo, financial advisor Claremont CA
Gaetano H. Scalzo
CRD#: 7046528
464 North Indian Hill Blvd., Claremont, CA 91711

Gaetano Scalzo (CRD# 7046528) is an Investment Advisor Representative working at Claremont Financial Group,inc. in Claremont, CA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals