Overview
Assets Under Management: $801 million
Headquarters: ST. LOUIS, MO
High-Net-Worth Clients: 134
Average Client Assets: $5 million
Frequently Asked Questions
CLARIS ADVISORS, 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 #117734), CLARIS ADVISORS, LLC is subject to fiduciary duty under federal law.
CLARIS ADVISORS, LLC is headquartered in ST. LOUIS, MO.
CLARIS ADVISORS, LLC serves 134 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, CLARIS ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CLARIS ADVISORS, LLC manages $801 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, CLARIS ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 134
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.18
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 937
Discretionary Accounts: 937
Regulatory Filings
CRD Number: 117734
Last Filing Date: 2025-02-25 00:00:00
Website: https://claris-advisors.com