R
$218.9M Total AUM
$218.9M Disc. AUM
15.0% 3Y CAGR
1 Employees
42 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-08-2011
- Office Locations
- 1
Office Locations
-- Napa CA
About Romain Walsh Clerou Professional Investment Mgmt
Romain Walsh Clerou Professional Investment Mgmt is a Napa-based RIA. The firm has been operating for 15 years. Managing $218.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$218.9M AVG AUM / ADVISOR
$5.2M AVG AUM / CLIENT
15.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
Available
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Available
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Investment Vehicles
Available
Owner & Executives
R
ROMAIN PIERRE WALSH CLEROU
Chief Compliance Officer, Owner
- CRD
- #1694524
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $218,943,043 | $5,212,930 |
| Non-Discretionary | $0 | -- |
| Total | $218,943,043 | $5,212,930 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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