St. Claire Advisors, Inc. (Greenbrae)
St. Claire Advisors, Inc. is a large advisory firm based in Greenbrae. It manages $35.4 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.
St. Claire Advisors provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
St. Claire Advisors: assets under management
The assets under management (AUM) of St. Claire Advisors, Inc. is $35.4 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay St. Claire Advisors, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Based in Greenbrae
The principal office where St. Claire Advisors, Inc. performs its advisory services is located at 100 Drakes Landing, Greenbrae, CA 94904, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-464-2266 or by fax 415-464-2261. The normal business hours are 5:30-3:30 on Monday - Friday.
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