St. Clair Financial

St. Clair Financial (CRD# 151251) is a financial advisory firm headquartered in Roseville, CA. They manage $37,686,907 in 172 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    172
    ACCOUNTS
  • Average Account Value
    $219,110
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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 St. Clair Financial
Showing 1 - 2 of 2 top financial advisors.
1
Donald St. Clair
CRD#: 2478175
,
96
Wealthminder
score

Donald St. Clair (CRD# 2478175) is an Investment Advisor Representative working at St. Clair Financial in , and has over 23 years of experience in the finance industry. Donald St. Clair 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.

2
Andrea R. Hilderbrand
CRD#: 2844654
2140 Professional Drive, Suite 250, Roseville, CA 95661
93
Wealthminder
score

Andrea Hilderbrand (CRD# 2844654) is an Investment Advisor Representative working at St. Clair Financial in Roseville, CA and has over 18 years of experience in the finance industry.

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