Clay Finlay Inc is a large advisory firm based in New York. It manages $5.78 billion of regulatory assets for 1,396 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Clay Finlay provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Clay Finlay Inc is $5.78 billion. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Clay Finlay Inc for their services and products based on a percentage of assets under management and performance-based fees. 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.
Frances Rosemary Dakers has been acting as President since 1 May 1988. Thomas Moynihan Turpin joined the executive team most recently as the Director.
The principal office where Clay Finlay Inc performs its advisory services is located at 12 East 49 Th Street, New York, NY 10017, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 212-692-8000 or by fax 212-980-0306. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.clayfinlay.com.