St. Clair Advisors LLC
Company

St. Clair Advisors LLC

Financial Services 5875 Landerbrook Dr 12 employees
Employees
12
Contacts
2
Emails
2

St. Clair Advisors LLC Overview

Headquarters
5875 Landerbrook Dr
Industry
Financial Services
Employees
12
Founded
2010
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About St. Clair Advisors LLC

We are an independent, multi-family office serving the broad financial needs of a select group of wealthy families, business owners and corporate executives. As an intentionally small firm, we offer a boutique family office experience that holistically integrates tax planning and preparation, customized financial planning, investment advisory and estate planning under one roof. Our full suite of services helps wealthy families organize their affairs and manage capital for current and future generations. We provide fee-only advice, do not accept commissions and are not constrained by proprietary platforms or investment products. Being independent helps ensure we place the long-term interests of clients before the short-term interest of the business.

St. Clair Advisors LLC Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
2
66.7% coverage

St. Clair Advisors LLC Org Chart

Sample employees and titles
Name Title Contact
Mark Cleary Financial Planning Specialist
Email
Ron Bates Chairman
Email
Kelly Schmidt Director of Process Improvement at St. Clair Advisors Llc
View

Employees by Management Level

Individual contributor 2 profiles
Director 1 profile

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