Claremont Financial Group,Inc.

Overview

Claremont Financial Group, Inc. is an independent registered investment adviser that has been SEC-registered since 2000 and is owned by an individual. The firm serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It functions as a capital allocator in its client relationships and charges fees as a percentage of assets under management and for some services on an hourly basis. Claremont does not identify as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser activity on its filings. Its operating footprint appears focused and compact rather than broadly multi-jurisdictional.

Assets & Accounts

Public Holdings

Investments & Alternatives