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Claremont Financial GROUP,INC.

Claremont Financial GROUP,INC.. CRD 107806

Claremont Financial GROUP,INC. logo

CRD: 107806

Claremont Financial GROUP,INC.

Claremont, CA, 91711
9096249200
$140.0M Total AUM
$136.0M Disc. AUM
-- 3Y CAGR
4 Employees
275 ADV. Clients
30 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Vertex
Established Date
02-09-1996
Office Locations
1

Office Locations

464 North Indian Hill Blvd. Claremont CA

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

-- AVG AGE
$140.0M AVG AUM / ADVISOR
$509.0K AVG AUM / CLIENT
6.5 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age

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Custodian

Vector atlas Peak

Investment Vehicles

Frontier quantum

Platform

Ember

Services

Vertex focus Summit summit Momentum matrix Timber Focus

Technology

Quantum

Owner & Executives

G

GAETANO HENRY SCALZO

Chief Executive Officer, Owner

CRD
#7046528
Ownership
75% or more
(312) 241-7667
vector.pioneer@peakcapital.com
in linkedin.com/in/radial-legacy
B

BRUCE LEROY DAVIDSON

Chief Compliance Officer

CRD
--
Ownership
Less than 5%
(957) 607-5899
pathway.matrix@valuecapital.com
in linkedin.com/in/vital-catalyst

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-18-2022
11-20-2023
08-30-2024
12-09-2025
03-12-2026
Category Assets AVG. Account size
Discretionary $136,024,550 $266,715
Non-Discretionary $3,938,398 $131,280
Total $139,962,948 $259,191

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Separately Managed Accounts

Total SMA Asset: $139,962,948

$140.0M Total SMA
Equity - Exchange:
21.6%
Public Funds:
16.9%
Equity - OTC:
32.1%
Cash:
29.4%
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

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