Overview
Assets Under Management: $410 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 279
Average Client Assets: $0.9 million
Frequently Asked Questions
CLARIFY WEALTH MANAGEMENT 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 #172355), CLARIFY WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
CLARIFY WEALTH MANAGEMENT is headquartered in CINCINNATI, OH.
CLARIFY WEALTH MANAGEMENT serves 279 high-net-worth clients according to their SEC filing dated July 03, 2024. View client details ↓
According to their SEC Form ADV, CLARIFY WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
CLARIFY WEALTH MANAGEMENT manages $410 million in client assets according to their SEC filing dated July 03, 2024.
According to their SEC Form ADV, CLARIFY WEALTH MANAGEMENT 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
Clients
Number of High-Net-Worth Clients: 279
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.24%
Average Client Assets: $0.9 million
Total Client Accounts: 1,552
Discretionary Accounts: 1,552
Regulatory Filings
CRD Number: 172355
Filing ID: 1887216
Last Filing Date: 2024-07-03 11:46:00