| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruce Leroy Davidson Control | Chief Compliance Officer | Under 5% | 2018 |
| Gaetano Henry Scalzo Control | Owner And Chief Executive Officer | Over 75% | 2025 |
Claremont Financial Group,inc. reports $119 million in regulatory assets under management on its Form ADV.
Claremont Financial Group,inc. reports 4 employees.
Claremont Financial Group,inc. is based in Claremont, CA and has been SEC-registered since 2000.
Claremont Financial Group,inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 464 North Indian Hill Blvd., Claremont, CA 91711-4650 |
| Phone | 909-624-9200 |
| Fax | 909-624-1937 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1907541 |
| Discloses disciplinary history | No |
| Discretionary | $117.2M |
| Non-discretionary | $1.8M |
| Total (RAUM) | $119M |