Overview
Assets Under Management: $1.9 billion
High-Net-Worth Clients: 346
Average Client Assets: $2 million
Frequently Asked Questions
CLARET ASSET MANAGEMENT CORP 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 #110453), CLARET ASSET MANAGEMENT CORP is subject to fiduciary duty under federal law.
CLARET ASSET MANAGEMENT CORP serves 346 high-net-worth clients according to their SEC filing dated March 25, 2025. View client details ↓
According to their SEC Form ADV, CLARET ASSET MANAGEMENT CORP offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
CLARET ASSET MANAGEMENT CORP manages $1.9 billion in client assets according to their SEC filing dated March 25, 2025.
According to their SEC Form ADV, CLARET ASSET MANAGEMENT CORP serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 346
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.12
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 4,320
Discretionary Accounts: 4,320
Regulatory Filings
CRD Number: 110453
Filing ID: 1959453
Last Filing Date: 2025-03-25 16:37:00
Website: https://claret.ca