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| Claremont Financial Group Inc
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|---|---|
| CRD # | 107806 |
| SEC # | 801-57506 |
| CIK # | 0001907541 |
| AUM | 140.0 M (2026-03-12) |
| Employees | 4 (25% Investors, 25% Brokers) |
| Phone | 909-624-9200 |
| Address | 464 North Indian Hill Blvd Claremont, CA 91711-4650 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 4.0 | ||
| Honeywell International Inc | 0.2 | ||
| Union Pacific Corp | 0.2 | ||
| Pfizer Inc | 0.1 | ||
| AbbVie Inc | 0.1 | ||
| Bristol Myers Squibb Co | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Sherwin Williams Co | 0.1 | ||
| McDonalds Corp | 0.1 | ||
| C3AI Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 240 | 72.6 |
| (b) Individuals (high net worth individuals) | 35 | 66.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 540 | 140.0 |
| By Discretionary | ||
| Discretionary | 510 | 136.0 |
| Non-Discretionary | 30 | 3.9 |
| Total | 540 | 140.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.0 | |
| Total | 540 | 140.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001907541] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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