Overview
Assets Under Management: $141 million
Headquarters: MOUNT KISCO, NY
High-Net-Worth Clients: 42
Average Client Assets: $2.6 million
Frequently Asked Questions
CLARITY INVESTMENTS + PLANNING 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 #148888), CLARITY INVESTMENTS + PLANNING LLC is subject to fiduciary duty under federal law.
CLARITY INVESTMENTS + PLANNING LLC is headquartered in MOUNT KISCO, NY.
CLARITY INVESTMENTS + PLANNING LLC serves 42 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, CLARITY INVESTMENTS + PLANNING LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CLARITY INVESTMENTS + PLANNING LLC manages $141 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, CLARITY INVESTMENTS + PLANNING LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.25%
Average Client Assets: $2.6 million
Total Client Accounts: 268
Discretionary Accounts: 266
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 148888
Filing ID: 2059255
Last Filing Date: 2026-03-24 11:19:52