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Brian Clay Cfp, Inc.

Managing PartnerClay Northam Wealth Management, LLC

About Brian Clay Cfp, Inc.

Brian Clay Cfp, Inc. is listed as Managing Partner at Clay Northam Wealth Management, LLC in Huntington Beach, CA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Clay Northam Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Brian Clay Cfp, Inc. work?

Brian Clay Cfp, Inc. is listed as Managing Partner at Clay Northam Wealth Management, LLC on SEC Form ADV.

How much of Clay Northam Wealth Management, LLC does Brian Clay Cfp, Inc. own?

Form ADV reports a beneficial ownership band of 50-75%.

Clay Northam Wealth Management, LLC

TitleManaging Partner
Ownership50-75%
Control personYes
Since2013