Claremont Financial Group

California
Registered In
01/06/1994
Incorp. Date

Company Summary

Claremont Financial Group at 245 Fischer Ave A-4, Costa Mesa, Ca 92626 lists Gaetan Scalzo of Costa Mesa, CA and Michael Fay of Claremont, CA as the associates.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Stock Corporation - Ca - General
Status
Active
Find Social Profiles
Search Other Resources
SEC | EDGAR Trellis.Law Recent News
Gaetan Scalzo Individual Agent
245 FISCHER AVE A4, COSTA MESA, CA 92626
Gaetan Scalzo CEO
245 FISCHER AVE A-4, COSTA MESA, CA 92626
Gaetan Scalzo Chief Financial Officer
245 FISCHER AVE A-4, COSTA MESA, CA 92626
Michael Fay Director
4085 N OLIVE HILL DR, CLAREMONT, CA 91711
Gaetan Scalzo Secretary
245 FISCHER AVE A-4, COSTA MESA, CA 92626
Login to view more!
You must login to view additional information. Don't have an account? Sign Up, it's free!
245 FISCHER AVE A-4, COSTA MESA, CA 92626 View Map
Login to view more!
You must login to view additional information. Don't have an account? Sign Up, it's free!

Financial Information for Claremont Financial Group

Form 5500

CLAREMONT FINANCIAL GROUP, INC.

245 Fischer Avenue, A-4, Costa Mesa, Ca 92626 (714) 546-2100 EIN:95-4458857 Plan Admin:Gaetan Scalzo
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameCLAREMONT FINANCIAL GROUP, INC. PROFIT SHARING PLAN Plan #002 Participants BOY/EOY6 / 5 Assets BOY/EOY$2,897,892 / $1,653,715 2022 CLAREMONT FINANCIAL GROUP, INC. PROFIT SHARING PLAN - Plan #002 6 / 5 $2,897,892 / $1,653,715
2021 Plan NameCLAREMONT FINANCIAL GROUP, INC. PROFIT SHARING PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$2,249,838 / $2,897,892 2021 CLAREMONT FINANCIAL GROUP, INC. PROFIT SHARING PLAN - Plan #002 6 / 6 $2,249,838 / $2,897,892
2020 Plan NameCLAREMONT FINANCIAL GROUP, INC. PROFIT SHARING PLAN Plan #002 Participants BOY/EOY5 / 6 Assets BOY/EOY$1,808,890 / $2,249,838 2020 CLAREMONT FINANCIAL GROUP, INC. PROFIT SHARING PLAN - Plan #002 5 / 6 $1,808,890 / $2,249,838
2019 Plan NameCLAREMONT FINANCIAL GROUP, INC. PROFIT SHARING PLAN Plan #002 Participants BOY/EOY6 / 5 Assets BOY/EOY$1,868,795 / $1,808,890 2019 CLAREMONT FINANCIAL GROUP, INC. PROFIT SHARING PLAN - Plan #002 6 / 5 $1,868,795 / $1,808,890
Benefit & Retirement Plans based on Form 5500.
Address Match:245 Fischer Ave A-4 Costa Mesa, CA
Srs Retirement Solutions, LLC Registered in California
Costa Mesa, CA View Report
Person/City Match:Gaetan Scalzo - Costa Mesa, CA
Srs Private Asset Management, Inc. Registered in California
Costa Mesa, CA View Report
Person/City Match:Michael Fay - Claremont, CA
Claremont, CA View Report
Biaco Registered in California
Claremont, CA Rialot, CA View Report
Claremont, CA View Report
Claremont, CA View Report
Institute for Training Leaders, Inc. Registered in California
Claremont, CA View Report
Claremont, CA View Report

The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States