Alvin Clay Financial Advisors, LLC
● SEC registered since 2025CRD 226655SEC# 801-132864Jenkintown, PA
Reg. AUM
$186.6M
Employees
5
Accounts
446
Location
Jenkintown, PA
Alvin Clay Financial Advisors, LLC assets under management
Alvin Clay Financial Advisors, LLC is a registered investment adviser overseen by the SEC based in Jenkintown, PA. The firm has been registered since 2025. It reports $186.6 million in regulatory assets under management and employs 5 people.
Alvin Clay Financial Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alvin Abraham Clay Control | Managing Member/Chief Compliance Officer | 50-75% | 2015 |
| Kenneth P. Balin | Member | 10-25% | 2015 |
| Mark Fishman | Member | 10-25% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Alvin Clay Financial Advisors, LLC manage?
Alvin Clay Financial Advisors, LLC reports $186.6 million in regulatory assets under management on its Form ADV.
How many employees does Alvin Clay Financial Advisors, LLC have?
Alvin Clay Financial Advisors, LLC reports 5 employees.
Where is Alvin Clay Financial Advisors, LLC located?
Alvin Clay Financial Advisors, LLC is based in Jenkintown, PA and has been SEC-registered since 2025.
Does Alvin Clay Financial Advisors, LLC disclose fund performance?
Alvin Clay Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 309 York Road, Suite 215, Jenkintown, PA 19046 |
| Phone | 267-626-2382 |
| Fax | 267-626-2384 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$186.6M▲ 21%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$186.6Mregulatory AUM
Discretionary $186.6M