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CLAREMONT FINANCIAL GROUP,INC.

CRD 107806 · SEC 801-57506

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464 NORTH INDIAN HILL BLVD., CLAREMONT, CA, 91711-4650, United States

Phone

909-624-9200

Fax

909-624-1937

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$140.0M

Discretionary AUM

$136.0M

Team

4 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-03-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals240$72.6M
High net worth individuals35$66.6M

States served

AZ, CA, IL, OR, TX

All web addresses on file

Official SEC filing: View on IAPD