CLAREMONT FINANCIAL GROUP,INC.
CRD #107806 SEC #801-57506 CLAREMONT, CA 909-624-9200
SEC Registered
Total AUM
$119M
Discretionary
$117.2M
Employees
4
Clients
0
Accounts
518
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $119M | $117.2M | $1.8M | 4 | 0 |
| Jul 2025 | $119M | $117.2M | $1.8M | 4 | 0 |
| Feb 2025 | $119M | $117.2M | $1.8M | 4 | 0 |
| Aug 2024 | $110.3M | $105.6M | $4.7M | 4 | 0 |
| Feb 2024 | $110.3M | $105.6M | $4.7M | 4 | 0 |
| Feb 2024 | $110.3M | $105.6M | $4.7M | 4 | 0 |
| Nov 2023 | $100M | $96.3M | $3.8M | 4 | 0 |
| Feb 2023 | $100M | $96.3M | $3.8M | 4 | 0 |
| Mar 2022 | $115.6M | $112M | $3.6M | 5 | 0 |
| Sep 2021 | $98.8M | $95.8M | $3M | 4 | 0 |
| Aug 2021 | $98.8M | $95.8M | $3M | 4 | 0 |
| Jun 2021 | $98.8M | $95.8M | $3M | 4 | 0 |
| Apr 2021 | $98.8M | $95.8M | $3M | 5 | 0 |
| Mar 2021 | $98.8M | $95.8M | $3M | 5 | 0 |
| Jun 2020 | $94.1M | $94.1M | $0 | 5 | 0 |
| Apr 2020 | $94.1M | $94.1M | $0 | 5 | 0 |
| Mar 2020 | $94.1M | $94.1M | $0 | 5 | 0 |
| Nov 2019 | $92.7M | $92.7M | $0 | 5 | 0 |
| Mar 2019 | $92.7M | $92.7M | $0 | 5 | 0 |
| Nov 2018 | $97M | $97M | $0 | 5 | 0 |
| Mar 2018 | $97M | $97M | $0 | 5 | 0 |
| May 2017 | $93.2M | $93.2M | $0 | 6 | 500 |
| Feb 2017 | $93.2M | $93.2M | $0 | 6 | 500 |
| Mar 2016 | $91.3M | $91.3M | $0 | 6 | 500 |
| Mar 2015 | $100.3M | $100.3M | $0 | 6 | 700 |
| Mar 2015 | $100.3M | $100.3M | $0 | 6 | 700 |
| Mar 2014 | $94.2M | $94.2M | $0 | 5 | 400 |
| Apr 2013 | $102M | $102M | $0 | 5 | 400 |
| Apr 2013 | $106M | $106M | $0 | 5 | 400 |
| Mar 2013 | $106M | $106M | $0 | 5 | 400 |
| Mar 2012 | $96.4M | $96.4M | $0 | 1 | 400 |
| Mar 2011 | $104.6M | $104.6M | $0 | 5 | -- |
| Mar 2011 | $101.2M | $101.2M | $0 | 5 | -- |
| Mar 2010 | $101.2M | $101.2M | $0 | 5 | -- |
| Mar 2009 | $90M | $90M | $0 | 5 | -- |
| Feb 2008 | $150M | $0 | $150M | 5 | -- |
| Feb 2008 | $150M | $0 | $150M | 5 | -- |
| Jan 2008 | $100M | $0 | $100M | 10 | -- |
| Jan 2006 | $100M | $0 | $100M | 10 | -- |
| Feb 2005 | $75.5M | $0 | $75.5M | 5 | -- |
| Jul 2004 | $60.3M | $60.3M | $0 | 5 | -- |
DateDec 2025
Total AUM$119M
Discretionary$117.2M
Non-Disc.$1.8M
Employees4
Clients0
DateJul 2025
Total AUM$119M
Discretionary$117.2M
Non-Disc.$1.8M
Employees4
Clients0
DateFeb 2025
Total AUM$119M
Discretionary$117.2M
Non-Disc.$1.8M
Employees4
Clients0
DateAug 2024
Total AUM$110.3M
Discretionary$105.6M
Non-Disc.$4.7M
Employees4
Clients0
DateFeb 2024
Total AUM$110.3M
Discretionary$105.6M
Non-Disc.$4.7M
Employees4
Clients0
DateFeb 2024
Total AUM$110.3M
Discretionary$105.6M
Non-Disc.$4.7M
Employees4
Clients0
DateNov 2023
Total AUM$100M
Discretionary$96.3M
Non-Disc.$3.8M
Employees4
Clients0
DateFeb 2023
Total AUM$100M
Discretionary$96.3M
Non-Disc.$3.8M
Employees4
Clients0
DateMar 2022
Total AUM$115.6M
Discretionary$112M
Non-Disc.$3.6M
Employees5
Clients0
DateSep 2021
Total AUM$98.8M
Discretionary$95.8M
Non-Disc.$3M
Employees4
Clients0
DateAug 2021
Total AUM$98.8M
Discretionary$95.8M
Non-Disc.$3M
Employees4
Clients0
DateJun 2021
Total AUM$98.8M
Discretionary$95.8M
Non-Disc.$3M
Employees4
Clients0
DateApr 2021
Total AUM$98.8M
Discretionary$95.8M
Non-Disc.$3M
Employees5
Clients0
DateMar 2021
Total AUM$98.8M
Discretionary$95.8M
Non-Disc.$3M
Employees5
Clients0
DateJun 2020
Total AUM$94.1M
Discretionary$94.1M
Non-Disc.$0
Employees5
Clients0
DateApr 2020
Total AUM$94.1M
Discretionary$94.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$94.1M
Discretionary$94.1M
Non-Disc.$0
Employees5
Clients0
DateNov 2019
Total AUM$92.7M
Discretionary$92.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$92.7M
Discretionary$92.7M
Non-Disc.$0
Employees5
Clients0
DateNov 2018
Total AUM$97M
Discretionary$97M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$97M
Discretionary$97M
Non-Disc.$0
Employees5
Clients0
DateMay 2017
Total AUM$93.2M
Discretionary$93.2M
Non-Disc.$0
Employees6
Clients500
DateFeb 2017
Total AUM$93.2M
Discretionary$93.2M
Non-Disc.$0
Employees6
Clients500
DateMar 2016
Total AUM$91.3M
Discretionary$91.3M
Non-Disc.$0
Employees6
Clients500
DateMar 2015
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees6
Clients700
DateMar 2015
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees6
Clients700
DateMar 2014
Total AUM$94.2M
Discretionary$94.2M
Non-Disc.$0
Employees5
Clients400
DateApr 2013
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees5
Clients400
DateApr 2013
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees5
Clients400
DateMar 2013
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees5
Clients400
DateMar 2012
Total AUM$96.4M
Discretionary$96.4M
Non-Disc.$0
Employees1
Clients400
DateMar 2011
Total AUM$104.6M
Discretionary$104.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$101.2M
Discretionary$101.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$101.2M
Discretionary$101.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees5
Clients--
DateFeb 2008
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees5
Clients--
DateFeb 2008
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees5
Clients--
DateJan 2008
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees10
Clients--
DateJan 2006
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees10
Clients--
DateFeb 2005
Total AUM$75.5M
Discretionary$0
Non-Disc.$75.5M
Employees5
Clients--
DateJul 2004
Total AUM$60.3M
Discretionary$60.3M
Non-Disc.$0
Employees5
Clients--