Clanton Financial Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 333591
- Website
- clanton-fp.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI62.9%
- Individuals24.82%
- Pension & Profit Sharing Plans12.27%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Clanton Financial Partners, LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm acts as a capital allocator and provides advisory services to both individual and family clients as well as institutional relationships. Its revenue model is fee-based, charging a percentage of assets under management. Service capabilities extend beyond portfolio management for individuals and small businesses to include pension consulting and the selection of external advisers. The firm also carries an insurance brokerage business line. Clanton does not identify as an active ESG investor and is not organized as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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