Clay Northam Wealth Management is an investment advisor in Long Beach with $254.05 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
453324432
SEC advisor number
801-110283
FINRA CRD number
159002
AUM ?
$249.05 mm
(as of 23 Feb 24)
Accounts
1,059
(as of 23 Feb 24)
Employees
2
(2 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Jul 24
13F-HR
Quarterly holdings report by institutional manager
24 Apr 24
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22