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 $94,645,101 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $2,957,659
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
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 Romain Walsh Clerou Professional Investment Mgmt
Showing 1 - 1 of 1 top financial advisors.
1
Romain P. Clerou
CRD#: 1694524
Sonoma, CA
93
Wealthminder
score

Romain Clerou (CRD# 1694524) is an Investment Advisor Representative working at Romain Walsh Clerou Professional Investment Mgmt in Sonoma, CA and has over 5 years of experience in the finance industry.

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