Advisor at Claremont Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Claremont Capital Management, LLC
Location
Phoenix, AZ 85018
Credentials
Series 63, Series 65, Series 66
Industry experience
15 years
Thomas Palmer is a financial advisor at Claremont Capital Management, LLC with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Claremont Capital Management since 2003. Outside of his advisory role, he is a managing member of SS Missouri, LLC, a real estate investment entity. Claremont Capital Management provides discretionary investment supervisory and portfolio management services primarily to high-net-worth individuals and insurance pools. The firm employs a combination of fundamental, technical, charting, and cyclical analysis across various asset classes and manages over $795 million on a discretionary basis for a relatively small client roster.
$0 - $10,000,000: 0.95% Above $10,000,000+: 0.75%
Account minimum: $5,000,000 (may be waived at the discretion of the Advisor)
3930 E Camelback Road, Suite 208
Phoenix, AZ 85018
Arizona
Claremont Capital Management, Llc (155189)
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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