CRD: 107806
Claremont Financial GROUP,INC.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vertex
- Established Date
- 02-09-1996
- Office Locations
- 1
Office Locations
About Claremont Financial GROUP,INC.
Claremont Financial Group is a community-based RIA providing personalized financial planning, guidance, and fee-based asset management for individuals, families, nonprofits, and corporations. The firm focuses on risk-aware goal planning and ongoing client education, and has operated under a fiduciary standard since 1994. Portfolios are built primarily with ETFs and mutual funds, with custody including Charles Schwab.
Team overview
Insights
Custodian
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GAETANO HENRY SCALZO
Chief Executive Officer, Owner
- CRD
- #7046528
- Ownership
- 75% or more
BRUCE LEROY DAVIDSON
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $136,024,550 | $266,715 |
| Non-Discretionary | $3,938,398 | $131,280 |
| Total | $139,962,948 | $259,191 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $139,962,948
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $564,137,897 | 21.6% |
| Public Funds | $441,385,670 | 16.9% |
| Equity - OTC | $838,371,598 | 32.1% |
| Cash | $767,854,360 | 29.4% |
| Total | $2,611,749,525 | 100.0% |
13F Holdings | Q1 2022
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON QUANTUM RADIAL | VALUE VECTOR | 691J7VQU2 | HIA | 7.26% | $35,454,281 |
| PEAK OPTIMA NORTH | CAPITAL QUANTUM | GNSAJOKB8 | FFPE | 9.90% | $92,408,525 |
| FUSION WAVE | ATLAS GLACIER | N9010DPH9 | AVHXD | 2.83% | $2,757,346 |
| ELEMENT WAVE LEGACY | VALUE EMBER | 7FAJR7APW | AUIH | 5.59% | $109,802,337 |
| VERTEX OPTIMA NORTH | CATALYST UNISON | CR4XE44CP | NSY | 9.37% | $22,958,989 |
| CREST HARBOR ALPHA | ZENITH ELEMENT | KLORY2S8Z | RJUHX | 2.80% | $17,454,920 |
| QUANTUM UNISON | DELTA CATALYST | EV59LK34Q | KGKV | 0.66% | $97,945,606 |
| TIMBER OAK QUANTUM | CREST PIONEER | 8LQR5BH94 | CVCH | 7.16% | $15,569,668 |