Clayton Partners LLC

Clayton Partners LLC (CRD# 127546) is a financial advisory firm headquartered in Berkeley, CA. They manage $151,868,950 in 94 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3160 College Avenue, Suite 203, Berkeley, CA 94705
http://www.claytonpartners.com
By the Numbers
  • Total Assets Under Management
    152
    MILLION
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $1,615,627
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Clayton Partners LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brian Lancaster, financial advisor Berkeley CA
Brian G. Lancaster
CRD#: 2636780
3160 College Avenue, Suite 203, Berkeley, CA 94705

Brian Lancaster (CRD# 2636780) is an Investment Advisor Representative working at Clayton Partners LLC in Berkeley, CA and has over 28 years of experience in the finance industry.

2
Jason Stankowski, financial advisor Berkeley CA
Jason G. Stankowski
CRD#: 2331752
3160 College Avenue, Suite 203, Berkeley, CA 94705

Jason Stankowski (CRD# 2331752) is an Investment Advisor Representative working at Clayton Partners LLC in Berkeley, CA and has over 30 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.

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