Claremont Financial Group,inc.
● SEC registered since 2000CRD 107806SEC# 801-57506Claremont, CA
Reg. AUM
$140M
Employees
4
Accounts
540
Location
Claremont, CA
Claremont Financial Group,inc. assets under management
Claremont Financial Group,inc. operates as an SEC-registered investment adviser based in Claremont, CA. The firm has been registered since 2000. It reports $140 million in regulatory assets under management and employs 4 people.
Claremont Financial Group,inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruce Leroy Davidson Control | Chief Compliance Officer | Under 5% | 2018 |
| Gaetano Henry Scalzo Control | Owner And Chief Executive Officer | Over 75% | 2025 |
Frequently asked questions
How much does Claremont Financial Group,inc. manage?
Claremont Financial Group,inc. reports $140 million in regulatory assets under management on its Form ADV.
How many employees does Claremont Financial Group,inc. have?
Claremont Financial Group,inc. reports 4 employees.
Where is Claremont Financial Group,inc. located?
Claremont Financial Group,inc. is based in Claremont, CA and has been SEC-registered since 2000.
Does Claremont Financial Group,inc. disclose fund performance?
Claremont Financial Group,inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 464 North Indian Hill Blvd., Claremont, CA 91711-4650 |
| Phone | 909-624-9200 |
| Fax | 909-624-1937 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1907541 |
| Discloses disciplinary history | No |
Regulatory AUM
$140M▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$140Mregulatory AUM
Discretionary $136MNon-discretionary $3.9M