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Carpenter, Claydon Advisors, Inc.

● SEC registered since 2007CRD 143516SEC# 801-67751Maitland, FL
Export (members)
Reg. AUM
$266.6M
Employees
3
Accounts
420
Location
Maitland, FL

Carpenter, Claydon Advisors, Inc. assets under management

Carpenter, Claydon Advisors, Inc. is an SEC-registered investment adviser based in Maitland, FL. The firm has been registered since 2007. It reports $266.6 million in regulatory assets under management and employs 3 people.
www.facebook.com/pages/carpenter-claydon-advisors-inc/566279913438332View on SEC.gov ↗

Carpenter, Claydon Advisors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Deborah Marie Claydon ControlPresident/Secretarytreasurer/Chief Compliance OfficerOver 75%2013

Frequently asked questions

How much does Carpenter, Claydon Advisors, Inc. manage?

Carpenter, Claydon Advisors, Inc. reports $266.6 million in regulatory assets under management on its Form ADV.

How many employees does Carpenter, Claydon Advisors, Inc. have?

Carpenter, Claydon Advisors, Inc. reports 3 employees.

Where is Carpenter, Claydon Advisors, Inc. located?

Carpenter, Claydon Advisors, Inc. is based in Maitland, FL and has been SEC-registered since 2007.

Does Carpenter, Claydon Advisors, Inc. disclose fund performance?

Carpenter, Claydon Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address557 N. Wymore Road, Suite 201, Maitland, FL 32751
Phone407-843-0316
Fax407-645-1484
Office hours8:00 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$266.6M
Total (RAUM)$266.6M