SEC Form ADV · CIK 1907541

CLAREMONT FINANCIAL GROUP,INC.

Firm profile: Claremont Financial Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCA

$140.0M

Assets Under Management

Employees

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Registration Details

CIK: 1907541
Accession: crd-107806
Location: CLAREMONT, CA
Filing Date: July 21, 2026
AUM: $140.0M
Employees: 4
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

CLAREMONT FINANCIAL GROUP,INC. is a registered investment adviser headquartered in CLAREMONT, CA, managing approximately $140.0M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.

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