ST. CLAIR JR., DONALD LEE
Legal name: ST. CLAIR FINANCIAL
CRD #151251 SEC #801-133020 ROSEVILLE, CA (916) 780-1848
SEC Registered
Total AUM
$118.5M
Discretionary
$109.4M
Employees
1
Clients
51
Accounts
288
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ST. CLAIR, DONALD | I | PRESIDENT, CCO, MEMBER | E | Control |
Registrations
Federal
IA
May 17, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
2140 PROFESSIONAL DRIVESUITE 250
ROSEVILLE, CA 95661
United States
Phone: (916) 780-1848