Overview
Assets Under Management: $1.5 billion
Headquarters: MOUNTAIN VIEW, CA
High-Net-Worth Clients: 31
Average Client Assets: $47.1 million
Frequently Asked Questions
FINANCIAL CLARITY, 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 #106010), FINANCIAL CLARITY, INC. is subject to fiduciary duty under federal law.
FINANCIAL CLARITY, INC. is headquartered in MOUNTAIN VIEW, CA.
FINANCIAL CLARITY, INC. serves 31 high-net-worth clients according to their SEC filing dated February 18, 2018. View client details ↓
According to their SEC Form ADV, FINANCIAL CLARITY, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
FINANCIAL CLARITY, INC. manages $1.5 billion in client assets according to their SEC filing dated February 18, 2018.
According to their SEC Form ADV, FINANCIAL CLARITY, INC. 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: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $47.1 million
Total Client Accounts: 31
Non-Discretionary Accounts: 31
Regulatory Filings
CRD Number: 106010
Filing ID: 1177828
Last Filing Date: 2018-02-18 15:50:00