Overview
Assets Under Management: $324 million
Headquarters: LAKEWOOD RANCH, FL
High-Net-Worth Clients: 49
Average Client Assets: $6 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.16
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 262
Discretionary Accounts: 259
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 282405
Last Filing Date: 2025-01-27 00:00:00
Website: https://clarityca.com