David William Sommer

St. Clair Advisors, LLC

11 Years of Experience

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St. Clair Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

137 clients

Average Client Portfolio

$7.3M average

Assets Under Management

$997.6M

Location

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

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History

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.

Employment History

Current Registrations

St. Clair Advisors, LLC

July 2014 - Present · 11 yrs 7 mos

State Registrations4 states

CAFLOHTX

Advisor

Exams

No exam information available for this advisor.