CLAREMONT FINANCIAL GROUP,INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $140.0M |
| Discretionary | $136.0M97% of AUM |
| Non-Discretionary | $3.9M |
| Client Accounts | 540 |
| Avg Account Size | $259K |
| Employees | 4 |
| Peak AUM | $150.0MFeb 2008 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $140M | +17.6% | +11.5% | +7.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $140.0M |
| Discretionary | $136.0M |
| Employees | 4 |
| Client Accounts | 540 |
| Client Range | 1-10 |
Contact & Location
Address
464 NORTH INDIAN HILL BLVD.
CLAREMONT CA 91711-4650
Phone
909-624-9200
Filing History
51 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$136M
97.2% of AUM
Non-Discretionary
$4M
2.8% of AUM
Disc. mix ▼ 1.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Structure
No related registrations reported