Overview
Assets Under Management: $425 million
Headquarters: RESTON, VA
High-Net-Worth Clients: 122
Average Client Assets: $3.0 million
Frequently Asked Questions
CLEARLOGIC FINANCIAL, 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 #133114), CLEARLOGIC FINANCIAL, INC. is subject to fiduciary duty under federal law.
CLEARLOGIC FINANCIAL, INC. is headquartered in RESTON, VA.
CLEARLOGIC FINANCIAL, INC. serves 122 high-net-worth clients according to their SEC filing dated February 05, 2024. View client details ↓
According to their SEC Form ADV, CLEARLOGIC FINANCIAL, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
CLEARLOGIC FINANCIAL, INC. manages $425 million in client assets according to their SEC filing dated February 05, 2024.
According to their SEC Form ADV, CLEARLOGIC FINANCIAL, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 122
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.11%
Average Client Assets: $3.0 million
Total Client Accounts: 930
Discretionary Accounts: 811
Non-Discretionary Accounts: 119
Regulatory Filings
CRD Number: 133114
Filing ID: 1819516
Last Filing Date: 2024-02-05 11:28:00