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| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Clerou Romain Pierre Walsh
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|---|---|
| CRD # | 111081 |
| SEC # | 801-117755 |
| CIK # | |
| AUM | $187.0 M (2025-03-21) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 707-938-2220 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 1.9 |
| (b) Individuals (high net worth individuals) | 32 | 185.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 42 | 187.0 |
| By Discretionary | ||
| Discretionary | 42 | 187.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 42 | 187.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 187.0 | |
| Total | 42 | 187.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sterling Wealth Advisors Inc
✚
|
FL | 0.2 |
|
Manuka Financial LLC
✚
|
0.2 | |
|
NHWM LLC
✚
|
NJ | 0.2 |
|
Motiv8 Investments LLC
✚
|
FL | 0.2 |
|
Allied Private Wealth
✚
|
FL | 0.2 |
|
Quantitative Strategies Inc
✚
|
CA | 0.2 |
|
Woodfield Financial Advisors Inc
✚
|
IL | 0.2 |
|
Pingora Partners LLC
✚
|
TX | 0.2 |
|
Royal Capital Wealth Management LLC
✚
|
0.2 | |
|
Miller Avenue Advisors LLC
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|
CA | 0.2 |