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Blough, Donald Clair (Esondido)


Blough, Donald Clair is a large advisory firm based in Esondido. It manages $44.64 million of regulatory assets for 109 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Blough, Donald Clair provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Blough, Donald Clair: assets under management

The assets under management (AUM) of Blough, Donald Clair is $44.64 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $44.64 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $409.54 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Blough, Donald Clair 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.

Based in Esondido

The principal office where Blough, Donald Clair performs its advisory services is located at 1606 Summit Lane, Esondido, CA 92025, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 760-739-5755 or by fax 760-739-5755`. The normal business hours are 4:00am - 12:00pm on Monday - Friday. You can find more information about the New York firm at www.dbfm.com.


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