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Home > Retirement Planners > california > aliso viejo > CLARAPHI ADVISORY NETWORK, LLC
CLARAPHI ADVISORY NETWORK, LLC
120 Vantis Drive
Suite 585
Aliso Viejo, California 92656
Tel: 949-215-0025
About CLARAPHI ADVISORY NETWORK, LLC
CLARAPHI ADVISORY NETWORK, LLC, formally registered with the SEC as CLARAPHI ADVISORY NETWORK, LLC. The firm was established in 12/04/2014. They have over 21 offices throughout the country.
CLARAPHI ADVISORY NETWORK, LLC is a Aliso Viejo, California based Financial Planning firm with nearly $382,500,156 assets under management, offering retirement planning & investment advisory services to 2422 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165868 |
| SEC# | 801-80575 |
| Assets Managed by Firm | $382,500,156 |
| No. of Clients | 2422 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2422 | $382,500,156 |
| Individuals (other than high net worth individuals) | 1362 | $234,465,209 |
| High net worth individuals | 105 | $126,913,783 |
| Pension and profit sharing plans | 11 | $9,981,105 |
| Corporations or other businesses | 26 | $11,140,059 |
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|---|---|---|---|
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