C
$70.3M Total AUM
$68.4M Disc. AUM
-- 3Y CAGR
4 Employees
120 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-07-2013
- Office Locations
- 4
Office Locations
-- Dallas TX
-- Newark NJ
-- Newton MA
About Clemensen Capital Company LLC
Clemensen Capital Company LLC is a West Orange-based RIA with 4 offices. The firm has been operating for 12 years. Managing $70.3M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
70 AVG AGE
$17.6M AVG AUM / ADVISOR
$585.6K AVG AUM / CLIENT
7.7 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
12yrs Firm Age
Insights
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No keyword tags available.
Owner & Executives
M
MARIEL CHRISTI CLEMENSEN MS.
Managing Member, Registered Investment Advisor
- CRD
- #1107551
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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H
HIRAM MONROE HELM III III
--
- CRD
- #2019490
Available
Available
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THOMAS HENRY MOORE
CEO, Financial Advisor
- CRD
- #1554536
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,396,894 | -- |
| Non-Discretionary | $1,874,495 | -- |
| Total | $70,271,389 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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