DS

David William Sommer

11 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
137 clients
Average Client Portfolio
$7.3M average
Assets Under Management
$997.6M

Fee Structure

This document does not contain any fee information. Please refer to the St. Clair Advisors, LLC brochure for fee details.

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Advisor Information

Office location

6120 Parkland Blvd., Suite 306, Mayfield Heights, OH, 44124-6129

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
St. Clair Advisors, LLC
July 2014 - Present · 11 yrs 6 mos
State Registrations4 states
CAFLOHTX
Advisor
Exams
No exam information available for this advisor.