|
⚲
|
| St Clair Jr Donald Lee
✚
|
|
|---|---|
| CRD # | 151251 |
| SEC # | 801-133020 |
| CIK # | |
| AUM | $118.5 M (2025-05-17) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 916-780-1848 |
| Address | 2140 Professional Drive Roseville, CA 95661 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 18.6 |
| (b) Individuals (high net worth individuals) | 39 | 99.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 288 | 118.5 |
| By Discretionary | ||
| Discretionary | 256 | 109.4 |
| Non-Discretionary | 32 | 9.1 |
| Total | 288 | 118.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 117.2 | |
| Total | 288 | 118.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Tricapital Wealth Management Inc
✚
|
NC | 0.1 |
|
RIA Wealth Advisors LLC
✚
|
TX | 0.1 |
|
FC Wealth Inc
✚
|
WA | 0.1 |
|
Shadowridge Asset Management LLC
✚
|
TX | 0.1 |
|
Clarity Financial Planners LLC
✚
|
MO | 0.1 |
|
Kevin E Vandenberg LLC
✚
|
0.1 | |
|
Bauman Advisory Group LLC
✚
|
NV | 0.1 |
|
Brooklawn Capital Advisors LLC
✚
|
NY | 0.1 |
|
Wallem Associates Inc
✚
|
IL | 0.1 |
|
Strickland Davis Advisors LLC
✚
|
GA | 0.1 |