|
⚲
|
| Keyboard |
| Clerou Romain Pierre Walsh
✚
|
|
|---|---|
| CRD # | 111081 |
| SEC # | 801-117755 |
| CIK # | |
| AUM | 218.9 M (2026-03-09) |
| 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) | 9 | 1.7 |
| (b) Individuals (high net worth individuals) | 33 | 217.2 |
| (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 | 218.9 |
| By Discretionary | ||
| Discretionary | 42 | 218.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 42 | 218.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 218.9 | |
| Total | 42 | 218.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Strategic Swiss Advisors AG
✚
|
220.0 M | |
|
Streeter Moore & Stipe LLC
✚
|
OK | 219.1 M |
|
Motiv8 Investments LLC
✚
|
FL | 219.1 M |
|
Four Quadrant Wealth Advisors Inc
✚
|
IN | 219.0 M |
|
Christian Investment Advisors Inc
✚
|
TX | 218.7 M |
|
Strategic Planning Group Inc
✚
|
MA | 218.6 M |
|
Park Square Financial Group LLC
✚
|
GA | 218.6 M |
|
Strategic Asset Management LLC
✚
|
MN | 218.3 M |
|
Manuka Financial LLC
✚
|
218.1 M | |
|
Allstreet Capital LLC
✚
|
CA | 218.0 M |