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Clay Northam Wealth Management
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Clay Northam Wealth Management Share
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Overview Share
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Seal Beach, California
$161.0 million AUM
3 offices

Clay Northam Wealth Management is based in Seal Beach, California and has $161.0 million in assets under management.

Location
3020 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740
$161.0 million
AUM
2
Employees
AUM Share
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$160,970,251
Assets under management
1,017 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 286 $74,594,342 46% $260,819
High net worth individuals 51 $86,375,909 54% $1,693,645
Employees Share
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2
Employees
2
Investment analysts
100% of total employees
AUM per employee Share
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$160,970,251
Assets under management
$80,485,126
AUM per employee
$80,485,126
AUM per investment analyst
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Compensation

Clay Northam Wealth Management makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
Services offered

Clay Northam Wealth Management provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
Firm data Share
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CRD number 159,002
SEC number 801-110283
Legal structure Limited Liability Company
Legal governance California, United States
Latest ADV filing date January 30, 2020

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Marmo Financial Group, LLC
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G. Squared Capital LLP
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