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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Romain? Claim Your ProfileRomain Clerou is a financial advisor with Romain Walsh Clerou Professional Investment Mgmt. Romain has been in the industry since April 1990 and is licensed in California. Romain Clerou is registered with the state of California as an Investment Advisor Representative. Romain Clerou provides investment management services to individuals and high-net-worth individuals. Romain manages approximately $163,240,756 in assets for 43 clients. Romain Clerou is not currently registered with any broker-dealers or self-regulatory organizations.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CA
04/08/2011 - Present
Romain Walsh Clerou Professional Investment Mgmt (Napa CA)
IA
Issued 04/07/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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