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
P.o. Box 1607, Sonoma, CA 95476
By the Numbers
  • Total Assets Under Management
    163
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • 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
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 Clerou, financial advisor Napa CA
Romain P. Clerou
CRD#: 1694524
Napa, CA

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.

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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