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Clerou Romain Pierre Walsh (Sonoma)


Clerou Romain Pierre Walsh is an adviser based in Sonoma. It manages $67.64 million of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Clerou Romain Pierre Walsh provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Clerou Romain Pierre Walsh: assets under management

The assets under management (AUM) of Clerou Romain Pierre Walsh is $67.64 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $67.64 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.05 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Clerou Romain Pierre Walsh for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Sonoma

The principal office where Clerou Romain Pierre Walsh performs its advisory services is located at 18951 View Crest Drive, Sonoma, CA 95476 The mailing address of the firm is P.O. Box 1607, Sonoma, CA 95476. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 707-938-2220 or by fax 707-938-2221. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.


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