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ALVIN CLAY FINANCIAL ADVISORS, LLC
CRD 226655 · SEC 801-132864
309 YORK ROAD, SUITE 215, JENKINTOWN, PA, 19046, United States
Phone
267-626-2382
Fax
267-626-2384
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$186.6M
Discretionary AUM
$186.6M
Team
5 total employees; 5 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 124 | $34.1M |
| High net worth individuals | 48 | $132.7M |
| Pension/profit sharing plans | 1 | $8.8M |
| Charitable organizations | 4 | $10.6M |
| Corporations/business entities | 1 | $297K |
States served
NJ, PA
All web addresses on file
Official SEC filing: View on IAPD