Gregory
Clinton
Kraematon Investment Advisors, Inc
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About this Advisor
Gregory Clinton is a chartered financial analyst based out of Wellesley Hills, Massachusetts who has 21 years of industry experience. Clinton is currently employed by Kraematon Investment Advisors, Inc. During their career, Clinton has held roles at Kraematon Investment Advisors, Inc, Donegal Securities, Inc and Polaris Advisors, LLC. Clinton holds a Series 63 license, qualifying them as a securities agent, and is registered to work in Massachusetts. Kraematon Investment Advisors, Inc is a financial advisory business based out of Braintree, MA. It controls $157 million in total assets among its 496 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 496 client accounts, 37% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors depend on the services offered. However, fees charged by Kraematon Investment Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kraematon Investment Advisors, Inc Brokerage Details
$156,876,741
3
496
$316,284
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Gregory Clinton Work History
Gregory has been registered as a financial advisor for 21 years.*
Polaris Advisors, LLC
Kraematon Investment Advisors, Inc
Donegal Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Clinton 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 Kraematon Investment Advisors, Inc
Wellesley Hills, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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