CLARITY CAPITAL PARTNERS

5000 Birch Street, Ste 100
Newport Beach, California 92660
Tel: 800-805-7526

About CLARITY CAPITAL PARTNERS

CLARITY CAPITAL PARTNERS, formally registered with the SEC as CLARITY CAPITAL PARTNERS. The firm was established in 03/24/2004. They have over 2 offices throughout the country.

CLARITY CAPITAL PARTNERS is a Newport Beach, California based Financial Planning firm with nearly $371,419,409 assets under management, offering retirement planning & investment advisory services to 974 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	129898
SEC#	801-62893
Assets Managed by Firm	$371,419,409
No. of Clients	974
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	974	$371,419,409
Individuals (other than high net worth individuals)	271	$81,276,027
High net worth individuals	65	$252,129,108
Pension and profit sharing plans	16	$15,371,638
Corporations or other businesses	19	$18,045,276

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