St. Clair Financial

St. Clair Financial (CRD# 151251) is a financial advisory firm headquartered in Roseville, CA. They manage $94,842,162 in 250 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2140 Professional Drive, Suite 250, Roseville, CA 95661
http://www.donstclair.com
By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    250
    ACCOUNTS
  • Average Account Value
    $379,369
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at St. Clair Financial
Showing 1 - 1 of 1 top financial advisors.
1
Donald St. Clair, financial advisor Roseville CA
Donald St. Clair
CRD#: 2478175
2140 Professional Drive, Suite 250, Roseville, CA 95661

Donald St. Clair (CRD# 2478175) is an Investment Advisor Representative working at St. Clair Financial in Roseville, CA and has over 29 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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