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ST. CLAIR FINANCIAL
ST. CLAIR FINANCIAL LLC
CRD 151251 · SEC 801-133020
2140 PROFESSIONAL DRIVE, SUITE 250, ROSEVILLE, CA, 95661, United States
Phone
(916) 780-1848
Fax
(916) 780-1656
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$141.3M
Discretionary AUM
$140.1M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $21.0M |
| High net worth individuals | 38 | $120.1M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD