Thomas
Palmer

Claremont Capital Management, LLC

CRD#1946494
Investment Advisor
in Phoenix, AZ

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About this Advisor

Thomas Palmer is a financial advisor based in Phoenix, Arizona, working with Claremont Capital Management, LLC. Thomas has previously held a position at Claremont Capital Management, LLC. Thomas has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Arizona. Currently, Thomas is part of Claremont Capital Management, LLC, which operates out of Phoenix, Arizona. The firm has 1 office and 3 employees. The firm manages assets totaling $734.9 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Claremont Capital Management, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

333 E Osborn Road Suite 300
Phoenix, AZ 85012

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Claremont Capital Management, LLC Brokerage Details

Total Assets Under Management

$734,852,143

AZ Average: $1,555,372,352
Total Number of Employees

3

AZ Average: 37
Total Number of Accounts

26

AZ Average: 1,370
Average Account Size

$28,263,544

AZ Average: $1,135,308

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Thomas Palmer Work History

2003 - Present (21 years)

Claremont Capital Management, LLC (155189)

Disclosures

Please visit the SEC profile of Thomas Palmer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Claremont Capital Management, LLC

Patrick Kohnen
Phoenix, AZ
Thomas Palmer
Phoenix, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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