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Alvin Clay Financial Advisors, LLC

● SEC registered since 2025CRD 226655SEC# 801-132864Jenkintown, PA
Export (members)
Reg. AUM
$154.6M
Employees
5
Accounts
301
Location
Jenkintown, PA

Alvin Clay Financial Advisors, LLC assets under management

Alvin Clay Financial Advisors, LLC is a registered investment adviser overseen by the SEC based in Jenkintown, PA. The firm has been registered since 2025. It reports $154.6 million in regulatory assets under management and employs 5 people.

Alvin Clay Financial Advisors, LLC owners & executives

7 reported
NameTitleOwnershipSince
Alvin Abraham Clay ControlManaging Member/Chief Compliance Officer50-75%2015
Kenneth P. BalinMember10-25%2015
Mark FishmanMember10-25%2015
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Frequently asked questions

How much does Alvin Clay Financial Advisors, LLC manage?

Alvin Clay Financial Advisors, LLC reports $154.6 million in regulatory assets under management on its Form ADV.

How many employees does Alvin Clay Financial Advisors, LLC have?

Alvin Clay Financial Advisors, LLC reports 5 employees.

Where is Alvin Clay Financial Advisors, LLC located?

Alvin Clay Financial Advisors, LLC is based in Jenkintown, PA and has been SEC-registered since 2025.

Does Alvin Clay Financial Advisors, LLC disclose fund performance?

Alvin Clay Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address309 York Road, Suite 215, Jenkintown, PA 19046
Phone267-626-2382
Fax267-626-2384
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$154.6M
Non-discretionary$0
Total (RAUM)$154.6M