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St. Clair Advisors

St. Clair Advisors

Financial ServicesFlag of US5875 Landerbrook Dr, Suite 240, United States11-20 Employees

Company overview

Headquarters5875 Landerbrook Dr, Suite 240, Mayfield Heights, Ohio 44124, US
Phone number+12169255670
Website
NAICS52
SIC628
Keywords
Tax Planning, Family Office, Charitable Planning, Wealth Management, Wealth Transfer, Financial Planning, Investment Advisory, Estate Planning
Founded2010
Employees11-20
Socials

Key Contacts at St. Clair Advisors

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Sean Kuenzig

Client Service Director

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Mary Jean Skutt

Senior Client Service Director

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Jill Miterko

Director Of Investment Operations

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Judy Pistner

Client Service Director

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Kelly Schmidt

Director Of Process Improvement

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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.

FormatExamplePercentage
{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.

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St. Clair Advisors revenue & valuation

Annual revenue$1,026,660
Revenue per employee$86,000
Estimated valuation?$3,300,000
Total fundingNo funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Director
Partner
Entry

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.

Nginx

Nginx

Reverse proxies

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

MySQL

MySQL

Databases

WP Engine

WP Engine

Hosting

Frequently asked questions

St. Clair Advisors is located in 5875 Landerbrook Dr, Suite 240, US.
You can reach St. Clair Advisors at +12169255670.
St. Clair Advisors was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.
St. Clair Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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