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
Asset Classes
Client Personas
Custodian
Investment Themes
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 |