Clym LLC

Clym LLC (CRD# 318567) is a financial advisory firm headquartered in Marina, CA. They manage $2,500,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
266 Reservation Road F306, Marina, CA 93933
https://www.clymwealth.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $357,143
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Clym LLC
Showing 1 - 1 of 1 top financial advisors.
1
Carmel York, financial advisor Marina CA
Carmel L. York
CRD#: 2799287
Marina, CA

Carmel York (CRD# 2799287) is an Investment Advisor Representative working at Clym LLC in Marina, CA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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