Cluain-eraird Equity Investors, LLC

Cluain-eraird Equity Investors, LLC (CRD# 136234) is a financial advisory firm headquartered in Menlo Park, CA. They manage $18,793,679 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $18,793,679
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

CA

Financial Advisors at Cluain-eraird Equity Investors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James F. Connor
CRD#: 4989298
845 Oak Grove Avenue, Suite 220, Menlo Park, CA 94025
93
Wealthminder
score

James Connor (CRD# 4989298) is an Investment Advisor Representative working at Cluain-eraird Equity Investors, LLC in Menlo Park, CA and has over 11 years of experience in the finance industry.

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