# Claremont Financial Group

Claremont Financial Group is a Bank / Wealth / Trust based in Claremont, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Claremont, United States
- **Region:** North America
- **Address:** Claremont, CA, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** http://www.claremontfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/claremont-financial-group-inc

## Regulatory record

- **CRD number:** 107806
- **SEC file number:** 801-57506
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-12T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/107806

## About

Planning, Guidance, Management | Claremont Financial Group is an independent advisory firm committed to clarity, integrity, and long‑term financial confidence. We support individuals, families, and organizations with retirement planning, investment strategy, and comprehensive wealth guidance. Our team delivers transparent advice, streamlined processes, and a client experience built on trust and lasting relationships.

## Questions

### What is Claremont Financial Group's approach to trust administration?

The firm serves as a corporate trustee, which means it holds legal title to trust assets and is responsible for tax filings, distributions, and compliance with governing documents. This creates a higher fiduciary standard than a pure investment advisor faces. Co-trustee arrangements with family members or external professional fiduciaries are common in this structure, balancing institutional discipline with family voice.

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- [Clal Pension & Provident Fund](https://altss.com/profile/clal-pension-provident-fund)
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Last updated: 2026-08-10T19:36:47.593Z

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