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Romain Walsh Clerou Professional Investment Mgmt

Headquartered in NAPA, CA

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Firm Information

Romain Walsh Clerou Professional Investment Mgmt is an investment advisor registered with the SEC. They manage approximately $163,240,756 in assets for 43 clients. They specialize in providing portfolio management services to individuals and have a total of 1 investment adviser representative on staff.

Romain Walsh Clerou Professional Investment Mgmt

$163.24M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

ROMAIN WALSH CLEROU PROFESSIONAL INVESTMENT MGMT has a total of 1 branch locations across the country.
location

Napa, CA

Advisors at Romain Walsh Clerou Professional Investment Mgmt

View All 1 Advisors
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Romain Pierre walsh Clerou

RA

Napa, CA

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Disclosures

There are no public disclosures for Romain Walsh Clerou Professional Investment Mgmt.

Frequently Asked Questions (8)

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