Overview
Assets Under Management: $801 million
Headquarters: ST. LOUIS, MO
High-Net-Worth Clients: 134
Average Client Assets: $5 million
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