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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-19-2013
- Office Locations
- 1
Office Locations
About Clements Investment Management
Clements Investment Management is a fiduciary RIA led by CEO Matt P. Clements, focused on hands-on wealth positioning for $1M+ clients navigating major life transitions. The firm provides individualized portfolio management and planning across assets such as equities, treasuries/bonds, retirement plans and insurance, guided by its proprietary “Financial Navigation” (GPS) system. Differentiators include hedge-fund research access and optional private retreats/mediation support during periods of change.
Reported data analysis
What the numbers show
Reported AUM was unchanged at $1.3M between November 20, 2013 and March 3, 2014.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on April 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Owner & Executives
MATTAWE PHILIP CLEMENTS
Chief Compliance Officer, MANAGING PRINCIPAL, Principal
- CRD
- #2165191
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,694,972 | -- |
| Non-Discretionary | $0 | $162,500 |
| Total | $36,694,972 | $162,500 |
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Separately Managed Accounts
SMA allocation detail is available
Clements Investment Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.