St. Clair Advisors, LLC
St. Clair Advisors, LLC (CRD# 155064) is a financial advisory firm headquartered in Mayfield Heights, OH. They manage $871,993,851 in 536 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management872MILLION
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Total Number of Accounts536ACCOUNTS
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Average Account Value$1,626,854
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, CO, FL, OH, TX
Ronald Bates (CRD# 2713953) is an Investment Advisor Representative working at St. Clair Advisors, LLC in Mayfield Heights, OH and has 1 year of experience in the finance industry.
Fred Botek (CRD# 4360854) is an Investment Advisor Representative working at St. Clair Advisors, LLC in Mayfield Heights, OH and has over 22 years of experience in the finance industry.
David Sommer (CRD# 4648614) is an Investment Advisor Representative working at St. Clair Advisors, LLC in Mayfield Heights, OH and has over 9 years of experience in the finance industry.
Craig Steinbrink (CRD# 4345672) is an Investment Advisor Representative working at St. Clair Advisors, LLC in Mayfield Heights, OH and has over 15 years of experience in the finance industry.
St. Clair Advisors is a multi-family office serving the broad financial needs of a select group of wealthy families, successful business owners and corporate executives. Our services include investment advisory, tax planning/preparation and wealth transfer planning.
Our typical client wants an objective, holistic approach to wealth management - one that integrates income tax preparation and planning with a sophisticated investment strategy and multi-generational estate planning.