Romain Walsh Clerou Professional Investment Mgmt
Romain Walsh Clerou Professional Investment Mgmt (CRD# 111081) is a financial advisory firm headquartered in Sonoma, CA. They manage $163,240,756 in 43 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Romain Walsh Clerou Professional Investment Mgmt
By the Numbers
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Total Assets Under Management163MILLION
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Total Number of Accounts43ACCOUNTS
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Average Account Value$3,796,297
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Romain Walsh Clerou Professional Investment Mgmt
1
Romain Clerou (CRD# 1694524) is an Investment Advisor Representative working at Romain Walsh Clerou Professional Investment Mgmt in Napa, CA and has over 13 years of experience in the finance industry.
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