Overview
Assets Under Management: $312 million
Headquarters: FAIRFAX, VA
High-Net-Worth Clients: 102
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 102
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.42
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,187
Discretionary Accounts: 1,187
Regulatory Filings
CRD Number: 334243
Filing ID: 1990046
Last Filing Date: 2025-05-16 07:49:00
Website: https://clarionwealth.com