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CARPENTER, CLAYDON ADVISORS, INC.
Tel: 407-843-0316
557 N. Wymore Road Suite 201
Maitland, Florida 32751
CARPENTER, CLAYDON ADVISORS, INC.
CARPENTER, CLAYDON ADVISORS, INC. is a Maitland, Florida based financial advisory firm with nearly $266,629,139 in assets under management and provides investment advisory services for 420 clients. There are currently 3 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Other (ASSET ALLOCATION AND PORTFOLIO MONITORING/REVIEW SERVICES)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
143516
SEC#:
801-67751
No. of Clients:
420
Assets under Management
$266,629,139
No. of Advisors:
3
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