Overview
Assets Under Management: $383 million
Headquarters: ALISO VIEJO, CA
High-Net-Worth Clients: 105
Average Client Assets: $1 million
Frequently Asked Questions
CLARAPHI ADVISORY NETWORK, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #165868), CLARAPHI ADVISORY NETWORK, LLC is subject to fiduciary duty under federal law.
CLARAPHI ADVISORY NETWORK, LLC is headquartered in ALISO VIEJO, CA.
CLARAPHI ADVISORY NETWORK, LLC serves 105 high-net-worth clients according to their SEC filing dated December 01, 2023. View client details ↓
According to their SEC Form ADV, CLARAPHI ADVISORY NETWORK, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
CLARAPHI ADVISORY NETWORK, LLC manages $383 million in client assets according to their SEC filing dated December 01, 2023.
According to their SEC Form ADV, CLARAPHI ADVISORY NETWORK, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 105
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.18
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,422
Discretionary Accounts: 2,422
Regulatory Filings
CRD Number: 165868
Last Filing Date: 2023-12-01 00:00:00
Website: https://tradability.com