Claymore Securities, Inc. is a large advisory firm based in Lisle. It manages $3.02 billion of regulatory assets for 438 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Illinois.
Claymore Securities provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Claymore Securities, Inc. is $3.02 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 170% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Claymore Securities, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Nicholas Dalmaso has been acting as President since 1 Jan 2002. Steven Angelo Baffico joined the executive team most recently as the Senior Managing Director, Head Of Distribution & Servicing.
The principal office where Claymore Securities, Inc. performs its advisory services is located at 2455 Corporate West Drive, Lisle, IL 60532, which is also the mailing address of the firm. An additional office of the firm is in Geneva, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 630-505-3700 or by fax 630-799-3834. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at claymoresecurities.com.