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Home > Retirement Planners > california > san diego > CLARIVEST ASSET MANAGEMENT LLC
CLARIVEST ASSET MANAGEMENT LLC
3611 Valley Centre Drive
Suite 100
San Diego, California 92130
Tel: 858-480-2440
About CLARIVEST ASSET MANAGEMENT LLC
CLARIVEST ASSET MANAGEMENT LLC, formally registered with the SEC as CLARIVEST ASSET MANAGEMENT LLC. The firm was established in 03/09/2006. They have over 1 offices throughout the country.
CLARIVEST ASSET MANAGEMENT LLC is a San Diego, California based Financial Planning firm with nearly $3,047,949,000 assets under management, offering retirement planning & investment advisory services to 32 clients. The firm is staffed with 22 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 139785 |
| SEC# | 801-66386 |
| Assets Managed by Firm | $3,047,949,000 |
| No. of Clients | 32 |
| No. of Advisors | 22 |
Fee Structure
- A Percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 32 | $3,047,949,000 |
| Pension and profit sharing plans | 5 | $334,743,000 |
| Charitable organizations | 2 | $30,016,000 |
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