St. Clair Advisors, LLC
St. Clair Advisors, LLC (CRD# 155064) is a financial advisory firm headquartered in Mayfield Heights, OH. They manage $488,933,218 in 296 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management489MILLION
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Total Number of Accounts296ACCOUNTS
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Average Account Value$1,651,801
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
OH
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.
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. Ronald Bates has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mark Mihalik (CRD# 5951403) 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. Mark Mihalik has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Sommer (CRD# 4648614) is an Investment Advisor Representative working at St. Clair Advisors, LLC in Mayfield Heights, OH and has over 3 years of experience in the finance industry.