Overview
Assets Under Management: $257 million
Headquarters: PEORIA, AZ
High-Net-Worth Clients: 25
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 21.27
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 918
Discretionary Accounts: 916
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 281160
Filing ID: 1978196
Last Filing Date: 2025-04-09 17:43:00
Website: https://claruswealthadvisors.com