Overview
Assets Under Management: $204 million
Headquarters: AMES, IA
High-Net-Worth Clients: 80
Average Client Assets: $2 million
Frequently Asked Questions
CLARITY ASSET MANAGEMENT, INC. 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 #115699), CLARITY ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
CLARITY ASSET MANAGEMENT, INC. is headquartered in AMES, IA.
CLARITY ASSET MANAGEMENT, INC. serves 80 high-net-worth clients according to their SEC filing dated October 30, 2024. View client details ↓
According to their SEC Form ADV, CLARITY ASSET MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
CLARITY ASSET MANAGEMENT, INC. manages $204 million in client assets according to their SEC filing dated October 30, 2024.
According to their SEC Form ADV, CLARITY ASSET MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.56
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 573
Discretionary Accounts: 573
Regulatory Filings
CRD Number: 115699
Last Filing Date: 2024-10-30 00:00:00
Website: https://investmentclarity.com