


St. Clair Advisors
Financial Services • 5875 Landerbrook Dr, Suite 240, United States • 11-20 Employees
Company overview
| Headquarters | 5875 Landerbrook Dr, Suite 240, Mayfield Heights, Ohio 44124, US |
| Phone number | +12169255670 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Family Office, Charitable Planning, Wealth Management, Wealth Transfer, Financial Planning, Investment Advisory, Estate Planning |
| Founded | 2010 |
| Employees | 11-20 |
| Socials |
Key Contacts at St. Clair Advisors
Sean Kuenzig
Client Service Director
Mary Jean Skutt
Senior Client Service Director
Jill Miterko
Director Of Investment Operations
Judy Pistner
Client Service Director
Kelly Schmidt
Director Of Process Improvement
Fred Botek
Partner And Director Of Family Office Services
St. Clair Advisors Email Formats
St. Clair Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@saintclairllc.com), used 61.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@saintclairllc.com | 61.5% |
{first name}{last name} | johndoe@saintclairllc.com | 38.5% |
About St. Clair Advisors
We are an independent, multi-family office serving the broad financial needs of a select group of wealthy families, business owners and corporate executives. As an intentionally small firm, we offer a boutique family office experience that holistically integrates tax planning and preparation, customized financial planning, investment advisory and estate planning under one roof. Our full suite of services helps wealthy families organize their affairs and manage capital for current and future generations. We provide fee-only advice, do not accept commissions and are not constrained by proprietary platforms or investment products. Being independent helps ensure we place the long-term interests of clients before the short-term interest of the business.
St. Clair Advisors revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
St. Clair Advisors has 5 employees across 2 departments.
Departments
Number of employees
Funding Data
St. Clair Advisors has never raised funding before.
St. Clair Advisors Tech Stack
Discover the technologies and tools that power St. Clair Advisors's digital infrastructure, from frameworks to analytics platforms.
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Programming languages
Blogs
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Frequently asked questions
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