Overview
Assets Under Management: $371 million
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 79
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.49
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 974
Discretionary Accounts: 974
Regulatory Filings
CRD Number: 129898
Last Filing Date: 2025-02-05 00:00:00
Website: https://claritycapitalllc.com